[Hiring] Senior Portfolio Manager @Truist

Role Description

The Middle Market Senior Portfolio Manager (“Senior PM”) is responsible for the independent underwriting, structuring, and ongoing portfolio management of various credit profiles including asset reliant (OORE, ABL-lite, balance-sheet dependent, etc.) and cashflow/EV reliant structures via participations, bilateral, and left lead executions. This role supports the most complex client relationships by facilitating originations, recapitalizations, refinancings, upsizes, amendments, and waivers, sometimes with layered capital structures and heightened execution risk. Activity is focused on credit relationships across the general Middle Market C&I landscape, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). The Senior PM serves as a credit subject matter expert and first line of defense, providing credible challenge to business partners, leading credit structuring and documentation discussions, and ensuring that risk is appropriately identified, mitigated, monitored, and communicated throughout the life of the relationship.

Qualifications

• Bachelor’s Degree in Finance or related field
• 7-10+ years of progressive experience in middle market and/or mid corporate credit underwriting and portfolio management within a bank or direct lending environment
• Mastery level proficiency with MS Office Desktop applications
• Strong interpersonal skills and solid written/verbal communication
• Sound credit skills
• Strong attention to detail
• Ability to prioritize workflow and multi-task in a fast-paced environment

Requirements

• Independently runs the most complex deals and largest credit relationships
• Provides independent, in-depth analysis of financial statements, projections, and business plans
• Identifies and mitigates key risks
• Recommends and models appropriate loan structures
• Accountable for risk evaluation and associated regulatory compliance requirements
• Manages assigned portfolio by monitoring performance and trends
• Responsible for risk rating integrity and annual reviews
• Expands client relationships through consistent and direct client calling efforts
• Facilitates provision of complex financing solutions to TCCB clients
• Expected to manage tasks by utilizing assigned Associates and Analysts
• Develops independent point of view and provides recommendations to decision makers
• Handles a large portfolio of complex clients

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts and a 401k plan
• No less than 10 days of vacation during the first year of employment
• 10 sick days and paid holidays
• Potential eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan