Senior Portfolio Manager
Core
Manage a complex commercial loan portfolio through financial analysis, risk assessment, and proactive monitoring of borrower performance.
Role type
Senior IC Portfolio Manager (Commercial Banking)
Builds
Commercial credit facilities, treasury products, and risk mitigation strategies for corporate clients
Domain
Commercial Banking / Credit Risk
Required skills
Commercial credit analysis, portfolio management, financial statement analysis, risk rating, credit structuring, regulatory compliance, client relationship management, strategic planning, team leadership, data governance
Preferred skills
Coaching junior staff, leading special projects, interpreting credit policy
Technologies
Credit risk systems, financial modeling tools, electronic credit files
Responsibilities
Maintain forward-looking view of client creditworthiness and communicate risk perspectives; Perform ongoing monitoring and periodic deal reviews; Analyze historical financials and projections to ensure accurate risk ratings; Manage underwriting, approval, and documentation for transactions; Review and recommend credit decisions and perform final risk rating analysis; Ensure compliance with internal credit policies and regulatory guidelines; Manage a larger, more complex portfolio including higher-risk relationships; Provide guidance on deal structures, pricing, and risk mitigation strategies; Create and deliver portfolio performance reports for senior management; Review work product prepared by junior team members and provide coaching; Lead or participate in special projects and strategic initiatives; Supervise and develop junior portfolio management team members.
Seniority
Senior, hands-on IC with supervisory responsibilities