Director, Asset Managers & Insurance Lending

We’re seeking a future team member for the role of Director, Asset Managers & Insurance Lending to join our Investment Management & Insurance Institutional Lending team. This role is located in New York, NY.

In this role, you’ll make an impact in the following ways:

• Responsible for all credit facility components including origination, underwriting and documentation for large, complex credit facilities/credit relationships in the investment management and insurance industries.

• Monitor existing credit portfolios and manage existing and new accounts and client relationships.

• Leverage strong technical expertise to develop tailored credit solutions informed by research and market insights.

• Address complex challenges that directly affect credit quality and/or client experience.

• Collaborate closely with internal partners, including risk management, legal, and relationship managers across various lines of business—to ensure smooth execution of lending transactions.

• Contribute to cross-functional initiatives aimed at enhancing the bank’s lending capabilities.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in finance or the equivalent combination of education and experience is required.
• 12+ years of relevant experience preferred.
• Background in risk analysis, institutional lending, or commercial banking is preferred.
• Experience in reviewing, analyzing and negotiating credit documents.
• Familiarity with investment management, regulated mutual funds, and the insurance industry.
• Strong analytical skills and attention to detail.
• Ability to communicate effectively with stakeholders at all levels.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.