Portfolio Manager

Portfolio Managers will be responsible for managing a portfolio of credit clients; executing the Portfolio Management / Surveillance policies & procedures in accordance with co. policies & procedures; monitoring loan performance, including the ongoing evaluation of a borrower’s stability and creditworthiness, and management’s aptitude, via the review / interpretation of borrower financials and through management interaction.

Portfolio Managers are tasked with providing high quality portfolio management / surveillance resulting in:

• Early problem detection, a clear and meaningful strategy for each client relationship developed through collaboration with other professionals
• Timely referral and consultation with the Special Assets Group on troubled credits
• Identification of cross-selling / fee opportunities
• Strategic buy/sell recommendations
• Efficient amendment / waiver processing
• Specialized industry coverage, and accurate Risk Rating assignments.

Specific activities include, but are not limited to, researching and analyzing financial statements and information; evaluating, preparing and presenting written credit memoranda for credit approval (to be reviewed by Co-Head – Portfolio Management prior to submission); Account Manager / Analyst oversight; client visits, including organizing / leading lender meetings where company is Agent; communicating / collaborating with internal and external professionals on significant Borrower activities, including amendment / waiver recommendations & execution, and quarterly review preparation and process management.


Qualified candidates will possess a minimum of five years of portfolio management credit experience in a cash flow, asset-based (NOT REAL ESTATE), or mezzanine lending environment. Additionally, they must exhibit the ability to read and comprehend balance sheets, income statements, and statement of cash flows, possess strong interpersonal and organizational skills, as well as an ability to work independently. Strong communication skills are essential in order to work effectively with senior management, internal or external counsel, and clients. A disciplined attention to detail, positive attitude and completion of a formal credit training program are highly desired. Bachelor’s Degree with extensive course work in finance, accounting, economics or mathematics is required. An MBA or CFA is a plus. Candidates should have the ability to thrive in a fast-paced and demanding work environment.

PLEASE EMAIL YOUR MS WORD RESUME TO RECRUITER@SEARCHFINANCE.NET