Senior Portfolio Manager – Specialty Finance

Summary 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. Key duties include collaborating with Relationship Managers to assess client needs and cross-sell opportunities, evaluating risks, structuring credit solutions, 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 oversight. Serving as a primary liaison with Credit, overseeing legal documentation, and ensuring timely portfolio management are essential. The position also entails mentoring junior team members and maintaining high standards of credit quality and servicing. Qualifications include a Bachelor's Degree with 6-8 years of relevant experience, strong relationship-building and credit skills, ability to manage multiple tasks with attention to detail, and effective communication. Willingness to travel occasionally is preferred.