Vice President, Portfolio Management (Diversified)
Core
Senior individual contributor responsible for financial analysis, credit underwriting, and ongoing risk monitoring for multimillion-dollar corporate credit requests and portfolio management.
Role type
Senior IC corporate credit underwriter and portfolio manager
Builds
Corporate credit facilities, term loans, leases, derivatives, and syndicated deal participations
Domain
Commercial Banking / Corporate Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial statement analysis, credit metrics calculation, downside scenario modeling, legal documentation review, covenant compliance monitoring, industry white paper creation
Preferred skills
MBA, syndicated deal lead experience, leveraged cash flow due diligence
Technologies
Financial modeling tools, credit rating systems, KYC/OFAC screening platforms
Responsibilities
Prepare underwriting documents for new and amended credit exposures; monitor portfolio accounts for covenant compliance and risk rating; review legal documentation and credit agreements; provide guidance to junior staff; identify problem accounts and coordinate asset recovery; establish client relationships and attend site visits.
Seniority
Senior, hands-on IC with leadership responsibilities
