Senior Portfolio Manager - Middle Market Credit Delivery

Truist Financial
United States
Workplace: RemoteFull timeUSD 160,000 - 180,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 7-10 yearsEducation: bachelorsSkills: ["Interpersonal skills","Communication","Attention to detail","Prioritization","Independent risk analysis"]

Lead end-to-end underwriting, structuring, and documentation for complex Middle Market credit relationships across asset-reliant and cashflow/EV-reliant structures. Own portfolio management through monitoring, risk rating integrity, amendments and waivers, and compliance/regulatory reviews. Provide credit subject-matter expertise and expand client relationships via direct calling, while mentoring and coaching associates and analysts to ensure proactive risk identification and mitigation.

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Truist Financial
Truist Financial
2 days ago

Senior Portfolio Manager - Middle Market Credit Delivery

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Last checked: 12 hours agoStatus: Live

Job Summary

Lead end-to-end underwriting, structuring, and documentation for complex Middle Market credit relationships across asset-reliant and cashflow/EV-reliant structures. Own portfolio management through monitoring, risk rating integrity, amendments and waivers, and compliance/regulatory reviews. Provide credit subject-matter expertise and expand client relationships via direct calling, while mentoring and coaching associates and analysts to ensure proactive risk identification and mitigation.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Manager level

Key Responsibilities

  • •Independently lead the commercial underwriting process, including underwriting, structuring, and documenting complex prospect and client transactions.
  • •Own assigned portfolio performance monitoring, risk rating integrity, annual reviews, financial statement spreading, and compliance/regulatory review.
  • •Manage amendments and waivers for the assigned portfolio while proactively identifying, communicating, and remediating credit risks.
  • •Expand and deepen client relationships through consistent direct client calling and applying credit policy, pricing, and structure to meet risk acceptance criteria.
  • •Mentor and coach junior PMs, associates, and analysts, including involvement in annual performance review processes.

Pay and Benefits

Salary: USD 160,000 - 180,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor’s degree in Finance or related field, with at least 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 with strong attention to detail.
  • •Ability to prioritize workflow and multitask in a fast-paced environment.
Experience:7-10 yearsMiddle marketCorporate creditPortfolio managementBankingDirect lendingCommercial bankingC&I
Education:Bachelor's in Finance
Skills:Interpersonal skillsCommunicationAttention to detailPrioritizationIndependent risk analysis
Languages:English
Tech Stack:MS OfficeSalesforce.comNCinoMRA

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
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: Charlotte, United States
Founded: 2019
WebsiteLinkedIn