CareerPlan

Portfolio Manager- Asset Securitization

Charlotte, NC, USFull-time2026-11-03 → 2026-11-10
Based in United States

Core

Manage a portfolio of commercial loans and underwrite transactions, ensuring borrower performance and risk profile through financial analysis and client interaction.

Role type

Senior IC portfolio manager (asset securitization)

Builds

Commercial loan portfolios and structured finance transactions

Domain

Banking / Commercial Lending / Asset Securitization

Required skills

Financial modeling, risk rating assessment, covenant structuring, collateral evaluation, credit analysis, financial statement analysis, regulatory compliance, client relationship management, team leadership, project management

Preferred skills

Expertise in asset-based finance, treasury management, derivatives, FX, commodity exposure

Technologies

Financial modeling software, credit risk systems, electronic file management systems

Responsibilities

Maintain forward-looking view on client creditworthiness; conduct periodic deal reviews and execute renewal/modification decisions; analyze historical financials and projections; manage underwriting and documentation for new money, extensions, and amendments; review and recommend credit decisions; provide credit lending policy interpretation; train junior team members; provide performance feedback to credit analysts.

Seniority

Senior, hands-on IC with supervisory responsibilities