Job Summary

• The Portfolio Manager is a key member of the "coverage team", managing transactions and business portfolio tasks, and is expected to be intimately involved in the deal process, making recommendations on appropriate credit structures, pricing, etc.
• Accountable for managing a portfolio of accounts, reviewing and recommending credit decisions, and partnering with the Relationship Manager to assess prospective clients, define deal structures, and generate commitment letters.
• Responsible for providing employees timely, candid and constructive performance feedback, developing employees to their fullest potential, and recognizing and rewarding employees for accomplishments.

Matching Summary

Salary

Base: 94,500.00 - 203,200.00 USD Annual; Bonus/Equity: Eligible for incentive compensation plan; Benefits: Comprehensive benefits programs

Skills & Requirements

Key Requirements

• Bachelor's degree in Business
• 8+ years credit analysis/loan review experience
• Experience managing complex commercial client portfolio
• Insurance and/or Non-Bank Finance companies experience

Work Rights