Senior Portfolio Manager – Specialty Finance

Summary The Specialty Finance Portfolio Manager plays a vital role in developing profitable client relationships by proactively managing portfolios, identifying trends, and alerting management to economic shifts. Key responsibilities include collaborating with Relationship Managers to understand client needs, screening opportunities, assessing risks, and preparing credit memos aligned with risk appetite. The role involves partnering with Credit Analysts to lead credit analysis, due diligence, underwriting, and ongoing portfolio management. The Portfolio Manager acts as a primary contact for Credit, oversees legal documentation, and ensures timely portfolio servicing and credit quality. Additionally, they provide mentorship to junior team members. Qualifications include a Bachelor's Degree and 6-8 years of relevant experience, strong relationship-building, credit expertise, attention to detail, and effective communication skills. The role may require occasional travel for client meetings and field exams.