Portfolio Manager III
On-siteHouston, Texas, United States
Job Summary
Conduct financial analysis and prepare underwriting documents to support corporate credit requests while performing ongoing credit monitoring and risk rating for a portfolio of clients. Gather and analyze financial data, including historical performance and credit metrics, to model future financial performance and downside scenarios. Demonstrate leadership by providing feedback on transaction structuring and managing the approval process for lending commitments and amendments. Ensure compliance with regulations and maintain accurate legal documentation to reflect approved terms. Monitor accounts to track covenant compliance and liquidity trends, ensuring assets remain appropriately risk rated. Establish direct client relationships and attend meetings to identify new underwriting opportunities.
Required Qualifications
- Bachelor's degree in finance, accounting, economics or related field
- 7 - 10 years of commercial underwriting, and/or credit
- Demonstrated competence in financial analysis and modeling
- Ability to gather relevant research, analyze data, and concisely synthesize large amounts of information in order to accurately assess corporate creditworthiness package
- Knowledge of understanding banking and investment banking products and services and current market dynamics, trends, and terms
- Effective and polished presentation and communication skills
- Working knowledge of Microsoft Suite products
- Ability to plan, multi-task, manage time effectively, and lead work independently with limited direction
Desired Qualifications
- Master's degree MBA
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