Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market- East or Central Region)
Core
Senior credit underwriter and portfolio manager responsible for analyzing financial data, structuring multimillion-dollar corporate credit facilities, and monitoring asset quality for a portfolio of commercial clients.
Role type
Senior IC Vice President, Portfolio Management
Builds
Corporate credit facilities (revolving, term, leases, derivatives), syndicated deals, and risk-rated loan portfolios
Domain
Commercial Banking / Corporate Credit / Financial Services
Required skills
Financial analysis and modeling, Credit underwriting, Syndicated deal structuring, Covenant management, Legal documentation review, Risk assessment, Client relationship management, Financial statement interpretation, Cash flow due diligence, Regulatory compliance (KYC, Patriot Act, OFAC)
Preferred skills
MBA, Left Lead/Administrative Agent experience, Industry white paper creation
Technologies
Microsoft Office, Credit risk systems, Financial modeling tools
Responsibilities
Gather and analyze financial data to assess creditworthiness, Model future financial performance including downside scenarios, Prepare comprehensive credit underwriting documents, Monitor portfolio accounts for covenant compliance and risk rating, Manage approval processes for lending commitments and amendments, Review and maintain legal documentation, Identify and manage problem accounts, Establish direct client relationships and conduct site visits, Provide guidance to junior staff
Seniority
Senior, hands-on IC with leadership responsibilities
