Manage J.P.Morgan’s credit risk to private equity firms and funds, business development companies, hedge funds, traditional asset managers and mutual funds:
Completed multiple syndicated bank debt transactions of $10MM–$3.5BN in size, including loans to private equity management companies, private equity fund subscription facilities, letters of credit, mutual fund redemption facilities and transactions in conjunction with equity and debt offerings.
Participate in all aspects of transaction process: due diligence, cash flow projections, structuring and negotiations, approval materials, deal team meetings, transaction closing, and administrative agent responsibilities.
Managing derivatives and cash trading counterparty exposure to asset managers across foreign exchange, fixed income and equity product groups on a daily basis. Negotiating collateral terms and documentation, performing annual credit analyses, assigning credit ratings, establishing and monitoring trading limits, and driving middle office workflow.