Special Assets Senior Portfolio Manager - Leveraged and Corporate Finance

Truist Financial
Atlanta, Orlando, Charlotte
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 10+ yearsEducation: bachelorsSkills: ["Problem-solving","Interpersonal communication","Written communication","Client responsiveness","Mentoring"]

Underwrite and manage a classified loan portfolio with complex leveraged and corporate credit structures. Recommend credit structures aligned with the bank’s risk appetite, while analyzing financial statements and building/using advanced analytical models (e.g., DCF and enterprise valuation) for credit decisions, restructuring, and downside risk. Coordinate with internal teams and external restructuring professionals, assign risk grades, and prepare regulatory reporting, while maintaining client responsiveness and mentoring teammates.

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Truist Financial
Truist Financial
1 month ago

Special Assets Senior Portfolio Manager - Leveraged and Corporate Finance

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Underwrite and manage a classified loan portfolio with complex leveraged and corporate credit structures. Recommend credit structures aligned with the bank’s risk appetite, while analyzing financial statements and building/using advanced analytical models (e.g., DCF and enterprise valuation) for credit decisions, restructuring, and downside risk. Coordinate with internal teams and external restructuring professionals, assign risk grades, and prepare regulatory reporting, while maintaining client responsiveness and mentoring teammates.
Location: Atlanta, Orlando, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Manager level

Key Responsibilities

  • •Independently manage a classified loan portfolio with complex leveraged and syndicated corporate exposures.
  • •Develop, interpret, and challenge advanced analytical financial models to support credit decisioning and restructuring strategies.
  • •Serve as a primary coordination point for complex credit situations, working with internal stakeholders and external restructuring professionals.
  • •Assign, support, and document risk grades and ensure alignment with bank policy and regulatory guidance.
  • •Prepare and maintain regulatory and management reporting (e.g., impairment analysis and criticized loan asset reporting).
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •Bachelor's degree, or equivalent education and related training
  • •10+ years of experience in commercial lending and/or credit experience
  • •Comprehensive commercial lending, underwriting, and regulatory knowledge
  • •Demonstrated effective problem-solving skills
  • •Understanding of financial and cost accounting principles
Experience:10+ years
Education:Bachelor's
Skills:Problem-solvingInterpersonal communicationWritten communicationClient responsivenessMentoring
Certifications:RMA - Credit Risk Certification
Languages:English
Tech Stack:Microsoft Office

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