Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market)
Core
Perform financial analysis, underwriting, and credit monitoring for multimillion-dollar corporate credit requests to grow funded assets while maintaining moderate risk.
Role type
Senior IC Vice President, Portfolio Management
Builds
Corporate credit facilities (revolving, term, leases, derivatives), syndicated deals, and ancillary products for commercial clients.
Domain
Commercial Banking / Corporate Credit
Required skills
Financial analysis and modeling, Credit underwriting, Syndicated deal structuring, Risk assessment, Legal documentation review, Covenant management, Client relationship management, Financial statement analysis
Preferred skills
MBA, Left Lead/Administrative Agent experience, Plant/site visit experience
Technologies
Microsoft Office, Credit risk systems, Financial modeling tools
Responsibilities
Analyze financial data and model future performance for high-value clients; Structure transactions and prepare credit underwriting documents; Monitor portfolio accounts for covenant compliance and risk rating; Manage approval processes for lending commitments and amendments; Provide guidance to junior staff and lead client negotiations.
Seniority
Senior, hands-on IC with leadership responsibilities