Corporate Banking Portfolio Manager II
About The Position
Citizen’s Corporate Banking team serves public and private corporations, with annual revenues from $500MM - $3-4B, and helps our clients achieve short, medium, and long term strategic goals by providing world class solutions in financing, treasury / liquidity, risk management and investment banking advisory. The Portfolio Manager II is responsible for credit and risk administration of an assigned portfolio of accounts in our Corporate Banking Team. Primary responsibilities include: Underwriting credit opportunities to both new and existing clients, and ongoing portfolio management of same Ideal candidate would have experience in the underwiring of transactions as a lead-left agent Quality analysis and risk identification Ability to proactively recommend structures and implement action plans Strong technical capabilities to maintain accurate risk ratings Maintenance of financial reporting and covenant compliance tracking database Ability to independently prepare and present new transactions for approval and existing portfolio transactions at periodic portfolio review meetings Versed in legal documentation and ability to negotiate and close loans Regular client interaction to support and complement Relationship Manager both for new credit and ongoing servicing and problem resolution This is a senior position and as such individual must have demonstrated ability to manage complex credits and situations, willingness to support less experienced Portfolio Managers and Analysts, and partake in special projects as needed
Requirements
- 10+ years relevant Corporate Banking experience required
- Competency in financial analysis and credit structuring
- Understanding and applying credit policy, and credit monitoring and risk administration practices
- Expected to have advanced level of credit experience, including legal documentation, and negotiating credit structures both internally and externally
- Excellent verbal, communication, interpersonal and organizational skills required
- Ability to multi-task and function under pressure
- Proficient in PC applications, including excel based projection modeling
- Bachelor’s Degree required
Nice To Haves
- Ideal candidate would have experience in the underwiring of transactions as a lead-left agent
Responsibilities
- Underwriting credit opportunities to both new and existing clients, and ongoing portfolio management of same
- Quality analysis and risk identification
- Ability to proactively recommend structures and implement action plans
- Strong technical capabilities to maintain accurate risk ratings
- Maintenance of financial reporting and covenant compliance tracking database
- Ability to independently prepare and present new transactions for approval and existing portfolio transactions at periodic portfolio review meetings
- Versed in legal documentation and ability to negotiate and close loans
- Regular client interaction to support and complement Relationship Manager both for new credit and ongoing servicing and problem resolution
- manage complex credits and situations, willingness to support less experienced Portfolio Managers and Analysts, and partake in special projects as needed
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
