A results-driven and accomplished Senior Portfolio Manager with demonstrated experience in building out high-yield corporate lending businesses. Adept at researching, sourcing, analyzing, negotiating, closing, and managing private credit loans and bonds. Proven aptitude for consistently delivering scalable solutions that achieve and exceed client and company expectations. Utilizes strong interpersonal skills to maintain working relationships with key stakeholders. An exceptional producer that drives revenue growth, improves profitability, and significantly impacts long-term financial outcomes.
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Senior Portfolio Manager Below Investment Grade/DirectorAllianz Global Investors 2017 - 2022Worldwide, Oo• Awarded five-year $500MM middle market private credit mandate with Allianz Life in January 2021.• Aided team with sourcing, negotiating, and closing $130MM of private credit investments as of August 2022.• Closed AC Loan Sourcing Fund ($250M middle market loans from Citizens Financial Group) in March 2018. • Worked with team to source, negotiate, select, and vet AC Loan Fund credits. • Portfolio Manager on Sound Harbor 2014-1 CLO Fund (called July 2017). Managed credit analysis team. -
Portfolio Manager Clo/MdSound Harbor Partners 2013 - 2016• Performed portfolio management responsibilities for $1.5B of AUM in five CLOs, including trading and optimization.• Served as head of credit research managing analytical staff. Implemented Black Mountain Management Systems.• Negotiated, sourced assets, and closed Sound Harbor 2014-1 CLO Fund ($450M Jan. 2014). -
Portfolio Manager Clo/MdAladdin Capital Management 2011 - 2012Stamford, Connecticut, UsHandled portfolio management for $2.4B of AUM in 10 CLOs. Helped with special projects, such as portfolio monitoring system implementation for analytical staff (Capital IQ). -
Senior Investment AnalystAladdin Capital Management 2006 - 2011Stamford, Connecticut, UsCoverage responsibility for healthcare and food industry credits in CLOs ($600MM exposure). Formulated and monitored analytical policy, reporting methodology, and report format for analytical staff. -
Senior Investment Director, Clo Group (Buyside Clo Management),Lyon Capital Management, Llc 2001 - 2006Pittsford, Ny, UsFounding member of small team charged with building collateralized loan obligation business. Contributed as member of LCM team that closed four CLOs with $2B AUM. -
Vice President Senior Analyst, Portfolio Management (Corporate Lending/Investment Banking)Credit Lyonnais 2000 - 2001Villejuif, Île-De-France, FrFurnished credit committee with analyses and recommendations with respect to bank’s extension of credit in diverse formats to companies in media, telecommunications, and healthcare industries. -
Senior Analyst, Vice President, Credit Rating & Research UnitGreenwich Capital Group Llc 1994 - 2000Birmingham, Mi, UsMaintained coverage of portfolio of broadly diversified conglomerates. Rated various facilities, such as loan, lease, or project debt portfolios prior to securitization. -
Utilities AnalystS&P Global 1992 - 1994New York, Ny, UsMonitored portfolio of 50 US Electric Utilities publishing event driven articles as well as quarterly performance reviews.
Thomas Edward (Ned) Bancroft Education Details
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Lehigh UniversityFinance -
Lehigh UniversityEconomics
Frequently Asked Questions about Thomas Edward (Ned) Bancroft
What is Thomas Edward (Ned) Bancroft's role at the current company?
Thomas Edward (Ned) Bancroft's current role is Senior Portfolio Manager | Middle Market Private Debt | High Yield Loan Management | CLO Portfolio Manager | Sourcing | Structuring.
What schools did Thomas Edward (Ned) Bancroft attend?
Thomas Edward (Ned) Bancroft attended Lehigh University, Lehigh University.
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