SAG-Senior Portfolio Manager-Virtual
Core
Managing a portfolio of large, highly complex, stressed banking relationships and executing workout strategies.
Role type
Senior IC Special Assets Portfolio Manager
Builds
Credit structures, workout strategies, and risk management solutions for complex corporate and specialty business portfolios.
Domain
Banking / Special Assets / Credit Risk
Required skills
Credit analysis, financial statement review, workout strategy formulation, risk management, industry analysis, collateral evaluation, bankruptcy process knowledge, commercial loan underwriting, client negotiation, mentorship
Preferred skills
Advanced degree in Accounting/Finance/Economics, familiarity with internal banking applications, experience with complex derivatives
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Review updated financial statements and monitor portfolio performance; Develop and execute complex workout strategies; Negotiate loan documents, forbearance agreements, and security documents; Mentor Credit Analysts and Junior Portfolio Managers; Assess and manage credit risk and compliance; Interact with clients, legal counsel, and consultants to understand goals and needs.
Seniority
Senior, hands-on IC