Leveraged Finance Associate – Portfolio Management

Huntington Bancshares
Charlotte
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 2-4 yearsEducation: bachelorsSkills: ["Communication","Attention to detail","Workflow management","Leadership","Mentoring"]

Support the Sponsor and Leveraged Finance Credit Products team by managing and monitoring a portfolio of commercial loans. Perform risk rating for new and existing credits, analyze financial and business information to assess creditworthiness, and maintain portfolio monitoring materials such as financial spreads and tear sheets. Conduct industry and market research and collaborate with Relationship Management, Credit Administration, Capital Markets, and other partners, with opportunities for mentoring analysts.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Leveraged Finance Associate – Portfolio Management

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Last checked: 4 hours agoStatus: Live

Job Summary

Support the Sponsor and Leveraged Finance Credit Products team by managing and monitoring a portfolio of commercial loans. Perform risk rating for new and existing credits, analyze financial and business information to assess creditworthiness, and maintain portfolio monitoring materials such as financial spreads and tear sheets. Conduct industry and market research and collaborate with Relationship Management, Credit Administration, Capital Markets, and other partners, with opportunities for mentoring analysts.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of commercial loans and customers in partnership with relationship and credit stakeholders.
  • •Own credit quality and monitoring of commercial portfolio risks, including risk rating and ongoing updates.
  • •Gather and analyze financial/business information to assess creditworthiness for loan and credit products.
  • •Complete portfolio monitoring tasks including financial spreads, performance tear sheets, and compliance testing.
  • •Conduct industry and market research and present concise themes and conclusions; assist with training/mentoring.

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, or a related field.
  • •2–4 years of experience in portfolio management or commercial banking.
  • •Ability to gather and analyze financial and business information to determine creditworthiness.
  • •Proficiency using Microsoft Word and Excel for loan underwriting and portfolio monitoring.
  • •Strong written and verbal communication skills with attention to detail.
Experience:2-4 yearsCommercial bankingPortfolio managementCredit underwritingLeveraged finance
Education:Bachelor's in Finance, Accounting, or related field
Skills:CommunicationAttention to detailWorkflow managementLeadershipMentoring
Tech Stack:Microsoft ExcelMicrosoft WordMicrosoft Office

Eligibility

Visa:F-1H-1BO-1TNE-3
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