Oversee the identification, structuring, and negotiation of cost-effective and flexible financing solutions, along with the ongoing administration of credit facilities. Collaborate with transaction teams to determine optimal leverage utilization for various assets, and coordinate with finance and operations teams to ensure compliance and accurate reporting.
Actively cultivate and manage relationships with existing and prospective lenders. Lead initiatives related to securing new financing or refinancing existing facilities, including obtaining proposals from potential lenders and coordinating with internal/external legal teams and stakeholders during closings. Support strategic deal allocation by considering factors such as liquidity, target returns, and position limits.
Monitor and manage each credit facility and associated borrowing bases by tracking and modeling changes. Maintain sufficient capital buffers and communicate any potential issues to safeguard compliance. Partner with investment teams to identify potential weaknesses in the portfolio that could trigger adverse events within credit facilities.
Provide real-time updates to investment, finance, and operations teams regarding available capital to enable deal structuring that aligns with fund objectives and requirements.
Collaborate with finance, operations, and compliance teams to establish monitoring systems for regulatory compliance and reporting.
Develop portfolio analytics tools, including dashboards, to enhance investment team capabilities in portfolio management.
Facilitate cross-functional collaboration by gathering, analyzing, and synthesizing input from investment, finance, operations, and legal teams to prepare and maintain management reports, such as borrowing base compliance, fund capital availability, and deal allocation updates.