We're seeking a future team member for the role of Senior Vice President, 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.
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.
10–12 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.
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Vice President, 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.
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.
10–12 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.
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
What You'll Do
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.
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.
