Senior Portfolio Manager – Specialized Cash Flow Credit Delivery
| Company | Truist |
|---|---|
| Location | Charlotte, NC, USA, Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree
- Strong analytical skills and attention to detail
- Strong written and verbal communication skills
- Competitive drive and high work ethic, self-starter, team-oriented
- Solid leadership and interpersonal skills
- High level of adaptability and flexibility with strong organizational and time management skills
- Some understanding of business
- Advanced proficiency in Microsoft Excel and PowerPoint
Responsibilities
- Supports deal teams, manages, coordinates, and executes credit event processes (underwritings, refinancings and/or amendments)
- Conducts due diligence, obtains credit approval and facilitates legal review for transactions
- Develops or coordinates development of complex financial models and provides analytical support including analyzing financial statements and projections
- Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams
- Works closely with teammates in the preparation of on-time and high-quality annual client reviews, renewals, and amendments
- Provides high-level support in providing financing and structural advice to Relationship Managers, clients and prospects to facilitate transactions
- Negotiates or supports the negotiation of key financial structure, credit agreement and legal documentation issues necessary to successfully originate and syndicate financing commitments for clients and prospects
- Manages time-critical financial and operational due diligence and underwriting activities
- Creates and/or utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows
- Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies
- Contributes to the creation and writing of credit product approval documents and presentations
- Supports management of the portfolio and independently manages a portfolio of clients with oversight from Group Credit Leader
- Achieves timely submission of annual reviews, underwritings and amendments to allow for sufficient review and decision by applicable approval authority
- Maintains active ownership and timely processing of quarterly risk ratings within own portfolio and as needed across the team
- Effectively works with partners and teammates with little oversight
- Demonstrates leadership through the management of various projects and requests specific to assigned practice groups
- Takes ownership of client follow up activities
- Consistently trains and mentors junior teammates and reviews their work product
Preferred Qualifications
- Master’s Degree and/or CPA or CFA
- Minimum GPA: 3.0