Capital Markets Portfolio Management Associate

Huntington National BankColumbus, OH
2dOnsite

About The Position

The Capital Markets Portfolio Management team is seeking a Portfolio Management Associate. This position will work with Huntington Securities, Inc. To-Be-Announced Securities (“TBA”) Trading team and Credit to support the origination, underwriting, management and monitoring of TBA Trading activities. Mortgage-backed securities are commonly traded on a to-be-announced basis. In this role, you will be expected to: Prepare credit packages for annual renewals, portfolio reviews and new trading requests Provide credit recommendations via formal written presentations to the appropriate level of Credit Administration Manage the credit profile of TBA Trading customers, taking into account any TBA exposure, and escalating customer credit concerns in accordance with Huntington credit policies Manage the monitoring process, which includes risk ratings, financial statement requirements and other reporting As appropriate, act as a liaison between TBA Trading, Credit Administration and other stakeholders within Huntington

Requirements

  • Bachelor's Degree in Finance, Accounting, Economics, or Business
  • Minimum 3 years’ experience in commercial underwriting experience
  • Proficiency using Microsoft and Excel
  • Strong customer service orientation
  • Strong financial analysis and analytical skills
  • Excellent written and verbal communication abilities
  • High attention to detail and accuracy
  • Commitment to professional integrity and continuous development
  • Ability to thrive in a fast-paced, deadline-driven environment

Nice To Haves

  • Experience in underwriting companies in the Financial Services industry
  • Demonstrated success structuring credits, researching, judging and presenting information verbally and in writing and credit documentation to support the credit and minimize risk

Responsibilities

  • Prepare credit packages for annual renewals, portfolio reviews and new trading requests
  • Provide credit recommendations via formal written presentations to the appropriate level of Credit Administration
  • Manage the credit profile of TBA Trading customers, taking into account any TBA exposure, and escalating customer credit concerns in accordance with Huntington credit policies
  • Manage the monitoring process, which includes risk ratings, financial statement requirements and other reporting
  • As appropriate, act as a liaison between TBA Trading, Credit Administration and other stakeholders within Huntington

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service