CareerPlan

Credit Review Senior Portfolio Specialist (Counterparty Credit Risk)

Charlotte, USFull-time$125k–$183k2026-08-26 → 2026-11-14
On-site · United States

Core

Independent assessment of credit decisions and effectiveness of credit processes for Counterparty Credit Risk portfolios (Hedge Funds, Asset Managers, CCPs) and Structured Financing Transactions.

Role type

Senior IC Credit Review Portfolio Specialist (Counterparty Credit Risk)

Builds

Independent credit risk assessments, examination work products, and regulatory reports for the bank's credit platform.

Domain

Banking / Counterparty Credit Risk / Structured Finance

Required skills

Credit analysis, Risk management, Transactional testing, Issue management, Regulatory compliance, Portfolio analysis, Project management, Leadership, Data analysis, Excel proficiency

Preferred skills

Counterparty credit risk expertise, Hedge Funds/Prime Brokerage experience, Mentoring, AI tools usage

Technologies

Excel, AI tools

Responsibilities

Execute transaction reviews and lead examinations as Examiner-in-Charge; manage field work capacity and coach junior team members; track observations and manage issue severity ratings; provide regulator updates and engage with Corporate Audit; prepare Business Assessment Reports and Coverage Plans.

Seniority

Senior, hands-on IC with mentorship responsibilities