Credit Portfolio Management / Portfolio Associate
Core
Support the management and monitoring of a diversified portfolio of leveraged and corporate loan exposures, partnering with underwriting and relationship teams to evaluate credit performance and identify emerging risks.
Role type
Associate credit portfolio manager (middle-market and large corporate)
Builds
Credit memoranda, approval materials, and risk committee presentations
Domain
Leveraged finance and corporate lending
Required skills
Credit analysis, financial statement analysis, commercial lending, non-investment grade borrower monitoring, covenant compliance assessment, financial modeling, cash flow analysis, leverage analysis, debt service coverage analysis, credit agreement review, restructuring evaluation
Preferred skills
Advanced Excel, Bloomberg, Capital IQ, FactSet
Responsibilities
Monitor ongoing credit performance of middle-market and large corporate borrowers; Analyze quarterly and annual financial results, operating trends, liquidity, leverage, and cash flow; Identify and escalate emerging credit risks, industry developments, and covenant compliance concerns; Maintain risk ratings and recommend changes based on evolving borrower fundamentals; Build and maintain detailed financial models; Evaluate amendments, waivers, covenant modifications, and restructuring requests; Partner with Leveraged Finance, Capital Markets, Industry Coverage, Research, Trading, and Legal teams
Seniority
Associate (2-5 years experience)