Jack Lee

Vice President - Structured Finance @ City National Bank

About

Cover financial sponsors with a focus on managers of committed capital private equity/credit/real estate fund vehicles. Responsible for origination, structuring and execution of new senior debt transactions, ongoing management of existing loan portfolio and cross product sales. • Fund finance. Subscription facilities, portfolio leverage, NAV financing and CLOs. • Middle market direct lending. First lien senior secured and unitranche loans to support M&A, recapitalizations and growth capital for sponsor-backed portfolio companies. • Management company/GP financings.

Country

United States

City

New York

Industry

Banking

Skill

Experience

Vice President - Structured Finance

City National Bank

2024-5 - Present · 2 yrs 5 mos

New York, NY

Relationship Manager - Structured Finance

City National Bank

2021-12 - Present · 4 yrs 10 mos

New York, NY

Cover financial sponsors with a focus on managers of committed capital private equity/credit/real estate fund vehicles. Responsible for origination, structuring and execution of new senior debt transactions, ongoing management of existing portfolio and cross product sales. • Fund finance. Subscription facilities, portfolio leverage, NAV financing and CLOs. • Middle market direct lending. First lien senior secured and unitranche loans to support M&A, recapitalizations and growth capital for sponsor-backed portfolio companies. • Management company/GP financings.