Senior Portfolio Manager - Specialty Finance

About the role

The Specialty Finance Portfolio Manager is a vital member of the deal team, responsible for proactively managing portfolios, developing profitable client relationships, and identifying market trends.

Responsibilities

• Collaborate with Relationship Managers to assess client needs and identify cross‑sell opportunities
• Evaluate risks and structure credit solutions
• Prepare credit memos aligned with risk appetite
• Partner with Credit Analysts to lead credit analysis, due diligence, underwriting, and ongoing portfolio oversight
• Serve as primary liaison with Credit, oversee legal documentation, and ensure timely portfolio management
• Mentor junior team members
• Maintain high standards of credit quality and servicing
• Willingness to travel occasionally is preferred

Qualifications

• Bachelor's Degree
• 6‑8 years of relevant experience

Skills

• Strong relationship‑building and credit skills
• Ability to manage multiple tasks with attention to detail
• Effective communication