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About the Role
The Business Development Officer IV will originate and lead debt financing transactions with top tier private equity clients and oversee the full investment lifecycle—from sourcing and underwriting through documentation and closing. The role provides broad visibility with senior leadership and significant influence on team processes and culture.
Responsibilities
- Lead coverage and relationship management of large cap to lower middle market PE firms to source, qualify, and structure new financing opportunities for PE backed deals.
- Maintain relationships with direct lending firms for partnership and co lend opportunities.
- Partner closely with product groups (Private Credit, Capital Markets, Technology Finance/ARR, ABL, AR Securitization, etc.).
- Analyze and qualify initial deal opportunity, assess fit, and recommend pursuit of transaction.
- Prepare and present screening materials, credit analyses, and term sheet recommendations to senior leadership.
- Deliver, pitch, and negotiate term sheets; lead negotiations of commercial and legal terms.
- Manage due diligence workstreams across underwriting, legal, and syndication.
- Guide junior bankers in evaluating, structuring, and screening opportunities.
- Maintain market intelligence on sponsor activity, M&A trends, and competitive dynamics.
- Represent PNC Business Credit at sponsor meetings, conferences, and industry events.
- Manage pipeline and activity within the CRM platform.
- Leads business development activities for credit-based products through active solicitation and cultivation of highly complex client relationships.
- Leverages a highly developed network within assigned market area.
- Works independently and may mentor other team members.
- Prospects, maintains and leverages a highly developed network.
- Performs complex credit structuring and analyzes financial information to determine if the client's financing requirements meet PNC parameters.
- Manages risk/return and actively identifies and mitigates different types of risk for new clients, such as regulatory, reputational, operational and credit risks.
- Develops comprehensive financing package structured to meet client needs, drive client acceptance and deepen share of wallet.
- Coordinates credit underwriting, due diligence and loan documentation with internal and external partners.
Requirements
- Roles at this level typically require a university / college degree.
- Higher level education such as a Masters degree, or PhD is desirable.
- Industry experience is typically 8 + years.
- Specific certifications are often required.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Skills
- Account Management
- Asset Allocation
- Capital Management
- Credit Risk Analysis
- Equity Valuations
- Investment Banking
- Sales
- Competitive Environment
- Credit Analysis and Verification
- Customer Experience Management.
- Effective Communications
- Financial Engineering
- Knowledge of Underwriting
- Prospecting.
- Selling.
Location
- San Francisco, CA
Work Type
- In-office
Experience Level
- 8 + years
Education Level
- Bachelors
- Masters degree
- PhD
Salary/Compensations
- $184,800.00 – $343,200.00
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year
- between 15 to 25 vacation days each year, depending on career level
- years of service
About the Company
- PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.
- For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders.
- We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments.
- Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.
- Being a great place to work means we are making a lasting difference for everyone we serve.
- PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more.
Equal Opportunity
- PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
- We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.