Leveraged Loan monitoring for a top five bulge-bracket firm

  • 300+

    leveraged loans

  • SNC & ECB

    compliant monitoring

  • $12bn

    loan portfolio monitored

  • 24 hours TAT

    for news alerts


CLIENT CHALLENGES

OUR SOLUTION

  • Set up dedicated industry/sector specialist team for managing over 300 leveraged credits across multiple sectors
  • Provide support that includes creating detailed credit paydown and deleveraging models and credit reviews
  • Monitor borrowers on a quarterly basis to track actual performance against projection and budget
  • Deliver material credit event update within 24 hours

IMPACT DELIVERED

  • Meeting all deadlines for regulatory compliance and reviews
  • Standardized credit models and credit reviews
  • Fragmented approach addressed through standard operating procedures and methodology documents
  • Robust monitoring of the portfolio and built-in early warning mechanism to identify riskier credits leading to correct prioritization
  • On time model re-run of the credits in case of performance deterioration
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