Job description

Responsibilities

Job Description

With guidance from the Private Credit business leader, work cross-functionally and collaboratively with relevant RJIM departments to help develop and execute a comprehensive private credit business, ensuring alignment with overall business objectives.
In consultation with Private Credit business leader, develop direct loan criteria and portfolio construction framework, re-evaluating framework at regular intervals.
Foster relationships with investment fund managers to receive and evaluate co-investment opportunities.
Establish relationships with additional originating lenders, including investment managers and banks, to build a diverse pipeline of direct loan opportunities.
Lead direct investment due diligence, including review, evaluation and synthesis of information and analysis provided by originating lenders, and recommendations to the investment committee.
Work with the heads of Finance and Operations to establish and implement systems and processes for funding and monitoring direct investments.
Develop and implement framework for managing post-close requirements, including, without limitation, additional funding, amendments and workouts.
Monitor and disseminate market trends, competitor activities, and regulatory changes to inform strategic decisions.
When investments are approved by the committee, lead investment process, including review and execution of loan documentation, leveraging internal resources as appropriate.
Support internal constituents as a private credit subject matter expert and build consultative relationships with distribution and portfolio specialists.
Actively monitor and evaluate investments on an on-going basis
Serve as an internal resource to promote an understanding of the mechanics and processes of private fund structures, how they are utilized in a portfolio, and how to facilitate and execute investments.
Work directly with clients and participate in road shows for Private Credit fundraising
Provide insights into market demand, competitive landscape, and investor preferences, contributing to the strategic direction of the business.
Help design and implement risk management strategies to mitigate potential market risks and ensure compliance with regulatory standards.
Stay informed of industry regulations and best practices, adjusting strategies and procedures accordingly.
Coach and mentor junior staff, identify training needs and recommend appropriate development programs.
Perform other duties and responsibilities as assigned.

Knowledge Of

Company’s working structure, policies, mission, and strategies.
Advanced concepts, principles and practices used in portfolio management and the securities industry.
Fundamental concepts, principles, and practices of relationship management.
Financial markets and products.
Broker/dealer operations.

Skill In

Interpreting and applying policies and procedures
Preparing management reports
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

Ability To

Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
Balance conflicting resource and priority demands.
Represent the company in a highly professional manner.
Partner with other functional areas to accomplish objectives.
Work independently as well as collaboratively within a team environment.
Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

Education

Bachelor’s: Business Administration

Work Experience

General Experience - More than 15 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$175,000.00-$175000000.00

Travel

Less than 25%

Workstyle

Remote

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We Expect Our Associates At All Levels To

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Required profile