Middle Market Senior Portfolio Manager – Wholesale Credit Delivery – Sponsor and Leveraged Finance

Truist Financial
Houston, Dallas
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 7+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Attention to detail","Prioritization","Risk evaluation"]

Independently underwrite, structure, and manage complex sponsor-owned and leveraged middle market credit relationships, supporting new originations and ongoing portfolio activity. Own risk evaluation and regulatory compliance, including risk ratings, annual reviews, financial statement spreading, amendments, waivers, and proactive remediation. Expand client relationships through direct calling and partner with Investment Banking teams to deliver industry-focused financing solutions, while mentoring junior PMs, associates, and analysts.

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Truist Financial
Truist Financial
2 days ago

Middle Market Senior Portfolio Manager – Wholesale Credit Delivery – Sponsor and Leveraged Finance

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Job Summary

Independently underwrite, structure, and manage complex sponsor-owned and leveraged middle market credit relationships, supporting new originations and ongoing portfolio activity. Own risk evaluation and regulatory compliance, including risk ratings, annual reviews, financial statement spreading, amendments, waivers, and proactive remediation. Expand client relationships through direct calling and partner with Investment Banking teams to deliver industry-focused financing solutions, while mentoring junior PMs, associates, and analysts.
Location: Houston, Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Manager level

Key Responsibilities

  • •Lead independent underwriting, structuring, and documentation for complex sponsor-owned and leveraged middle market credit relationships, including in-depth analysis of financial statements, projections, and business plans.
  • •Manage assigned portfolio by monitoring performance and trends, maintaining risk rating integrity, performing annual reviews, conducting financial statement spreading, and managing amendments and waivers.
  • •Provide proactive client credit solutions and forward-looking risk recommendations, including risk rating and compliance guidance for decision makers.
  • •Expand and deepen client relationships through consistent direct client calling efforts and application of credit policy, pricing, and structure to meet needs within risk acceptance criteria.
  • •Support delivery of complex financing solutions by partnering with Investment Banking peers and mentor/coaching junior PMs, associates, and analysts.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

  • •Bachelor’s degree in Finance or related field and 7-10+ years of progressive experience in middle market credit and/or mid corporate underwriting, leveraged finance, sponsor finance, and portfolio management within a bank or direct lending environment.
  • •Strong credit skills with an emphasis on risk evaluation, regulatory compliance, and attention to detail.
  • •Mastery level proficiency with MS Office Desktop applications.
  • •Ability to prioritize workflow and multi-task in a fast-paced environment.
  • •Strong interpersonal skills and solid written/verbal communication.
Experience:7+ yearsLeveraged financeSponsor financeMiddle market creditPortfolio managementDirect lendingCorporate underwriting
Education:Bachelor's in Finance
Skills:CommunicationInterpersonal skillsAttention to detailPrioritizationRisk evaluation
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