Portfolio Manager Associate - Corporate and Specialty Banking

Huntington Bancshares
Charlotte, Columbus, Chicago
Workplace: OnsiteFull timeUSD 63,000 - 124,000 annuallyFunction: Banking, Lending & CreditExperience: 2-4 yearsEducation: bachelorsSkills: ["Analytical thinking","Collaboration","Underwriting judgment","Risk assessment","Communication"]

Support the CSG Credit Products team by analyzing and summarizing the creditworthiness of clients and prospects. Build financial spreads, risk ratings, compliance testing, and portfolio monitoring, and underwrite complex commercial loans aligned with Huntington credit policies. Conduct industry and market research, collaborate with internal partners across relationship management and credit functions, and help mentor Analyst-level colleagues on an underwriting and portfolio management pathway.

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Huntington Bancshares
Huntington Bancshares
4 days ago

Portfolio Manager Associate - Corporate and Specialty Banking

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Last checked: 16 hours agoStatus: Live

Job Summary

Support the CSG Credit Products team by analyzing and summarizing the creditworthiness of clients and prospects. Build financial spreads, risk ratings, compliance testing, and portfolio monitoring, and underwrite complex commercial loans aligned with Huntington credit policies. Conduct industry and market research, collaborate with internal partners across relationship management and credit functions, and help mentor Analyst-level colleagues on an underwriting and portfolio management pathway.
Location: Charlotte, Columbus, Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Gather and analyze financial and business information to determine creditworthiness for loan and credit products.
  • •Complete financial spreads, risk rating, performance tear sheets, compliance testing, and other portfolio monitoring and maintenance activities.
  • •Underwrite complex commercial loans in accordance with Huntington credit policies, including financial statement analysis, collateral analysis, and financial modeling.
  • •Conduct industry and market research and distill key themes into concise summaries for presentation.
  • •Assist with training and/or mentoring Analyst-level colleagues; may take on portfolio management coverage with director-level oversight.

Pay and Benefits

Salary: USD 63,000 - 124,000 annually
Perks:Health InsuranceWellness StipendLife InsuranceDisability InsuranceRetirement SavingsPaid LeavePaid Holidays

Key Requirements

  • •Bachelor's Degree required (Finance, Accounting, or related field).
  • •FINRA Series 63 and 79 licenses, or must take and pass SIE, Series 63, and Series 79 within 4 months of hire.
  • •2–4 years of experience in an underwriting or commercial banking environment.
  • •Proficiency in Microsoft Office suite, particularly Microsoft Excel.
  • •Knowledge of credit policy and legal documentation used to assess creditworthiness.
Experience:2-4 yearsCommercial bankingUnderwritingPortfolio management
Education:Bachelor's in Finance, Accounting, or related field
Skills:Analytical thinkingCollaborationUnderwriting judgmentRisk assessmentCommunication
Licenses:FINRA Series 63FINRA Series 79Securities Industry Essentials (SIE)
Tech Stack:Microsoft OfficeMicrosoft Excel

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn