Associate Portfolio Manager

OSG has partnered with a leading banking institution in its search for an Associate Portfolio Manager to join its Corporate Banking group based in Miami, FL. This individual will focus on portfolio monitoring, credit analysis, and transaction execution across a diversified corporate client base. This role is an excellent opportunity for a banking professional early in their career to gain hands-on exposure to complex credit structures and client-facing initiatives in a high-performing environment. Key Functions: Portfolio Monitoring & Risk SupportMonitor a diversified corporate banking portfolio for adherence to credit standards and risk guidelines, tracking financial performance, covenant compliance, and key credit metrics across assigned relationshipsIdentify trends, emerging risks, and early warning signals to support periodic portfolio reviewsMaintain accurate portfolio reporting, including exposure tracking and risk ratingsEnsure credit files and documentation are complete, organized, and compliant with internal policies and regulatory standards Credit & Transaction ExecutionSupport underwriting efforts for new transactions, amendments, renewals, and restructurings through financial analysis and risk assessmentAssist in the preparation of credit memoranda, financial models, and supporting documentation for internal approval processesCoordinate the loan closing process with internal teams to ensure accuracy and timely executionPartner with legal and compliance teams on documentation review and execution Client & Internal CollaborationWork closely with Relationship Managers, Credit teams, and Product partners to support client needs and ongoing portfolio managementPrepare materials for client meetings, internal discussions, and credit committeesRespond to client inquiries related to portfolio activity, reporting, and transactionsSupport the implementation and maintenance of treasury and cash management solutions, and identify opportunities to deepen client product usage Strategic & Analytical SupportContribute to portfolio analytics and reporting to support decision-making and strategic initiativesAssist with ad hoc analyses, presentations, and projects for senior managementSupport efforts to improve portfolio performance and operational efficiency QualificationsBachelor’s degree in Finance, Economics, or related field1–3 years of experience in corporate banking, credit analysis, or a related financial services roleExposure to corporate or middle market lending preferredStrong understanding of financial statements and basic credit principlesProficiency in Excel and PowerPoint; familiarity with systems such as nCino is a plus