Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market)
Core
VP responsible for financial analysis, underwriting, and ongoing risk monitoring for multimillion-dollar corporate credit requests and syndicated deals.
Role type
Senior IC commercial credit underwriter (portfolio management)
Builds
Corporate credit facilities, syndicated loans, and ancillary financial products for commercial clients
Domain
Commercial Banking / Corporate Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
financial analysis and modeling, credit underwriting, syndicated deal structuring, covenant management, legal documentation review, risk rating, client relationship management
Preferred skills
MBA, left lead/administrative agent experience, plant/site visit experience
Technologies
Microsoft Office, credit risk systems, financial modeling tools
Responsibilities
Analyze financial statements and calculate credit metrics, model future financial performance including downside scenarios, prepare credit underwriting documents, monitor portfolio covenant compliance and liquidity, review legal documentation, manage approval processes for lending commitments, identify problem accounts, establish client relationships, provide guidance to junior staff
Seniority
Senior, hands-on IC with leadership responsibilities
