Associate - Sponsor and Leveraged Finance - Portfolio Management
Huntington Bancshares, Inc.
Description Sponsor and Leveraged Finance – Portfolio Management Associate Description Summary: The Sponsor and Leveraged Finance Portfolio Management Associate supports the Credit Products team and ongoing portfolio management and underwriting activities. In this role, the associate will build upon the foundation set as an Analyst in areas such as cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Associate will also frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and other product partners in creating such analysis. Duties & Responsibilities: Manage a portfolio of commercial loans and customers in partnership with the assigned relationship manager, Group Leader, PM Team Leader, Credit Officer and other stakeholders. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Responsible for risk rating new credits and ongoing updating of risk ratings in assigned portfolio. Gather and analyze financial and business information to determine creditworthiness for loan and credit products. Complete financial spreads, performance tear sheets, compliance testing, and other portfolio monitoring & maintenance activities. Portfolio Management of commercial loans in accordance with Huntington credit policies. This may include underwriting, financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment. Conduct industry and market research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes. A more experienced Associate may be assigned direct portfolio management coverage responsibilities, typically with the oversight of a Director level PM. Assist with training and/or mentoring Analyst level colleagues. Basic Qualifications: Bachelor's Degree required (Finance, Accounting, or related field) 2 – 4 years of experience in a portfolio management or commercial banking environment. Preferred Qualifications: 5 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with exposure to Sponsor and Leveraged Finance Understanding and utilization of credit skills for credit decision making, monitoring, and managing of a credit through repayment Completion of formalized credit training program Demonstrated success researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk Proven ability to manage workflow and deadlines, while effectively balancing competing priorities Demonstrated leadership experience by providing coaching, skill development and feedback to team members Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process Strong written and verbal communication skills High degree of professionalism. High level of attention to detail Proficiency in Microsoft Office suite (particularly Microsoft Excel)
#LI-DS23
#LI-onsite Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Workplace Type: Office Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. #J-18808-Ljbffr Huntington Bancshares, Inc.- ...both credit underwriting and portfolio management within a large, specialized... ...communication skills. Associates operate with increasing independence... ...-level performance, sponsor strength, and collateral characteristics... ...in commercial real estate finance, including asset management...SuggestedFull timePart timeWork at officeShift workDay shift
- Job Title Portfolio Analytics, Senior Associate Department Portfolio Finance Location Charlotte, NC or Boston, MA The Opportunity... ...effectiveness and efficiency leveraging technology-based solutions to... ..., Operational Infrastructure, Management Reporting, Track Record, and...SuggestedTemporary workFlexible hours
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$101.1k - $115.4k
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Senior Associate, Treasury Management Associate Aligned to one or more Commercial... ...the appropriate channel. Leveraging their network of peers and... ...time, Capital One will not sponsor a new applicant for employment... ...associated with assigned portfolio. Desired Attributes &...Full timePart timeLocal area- Trimont in Charlotte, North Carolina, is seeking a Senior Associate in Credit Portfolio Management. This role involves partnering with an Asset Manager to manage a portfolio of securitized commercial real estate loans, ensuring compliance with associated agreements and...
$100k - $170k
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$200k - $250k
...institutional real estate finance, public / private... ...projects, leveraged buyouts, dividend... ...and developing associate and analyst level... ...digital infrastructure sponsors, investors and... ...of management teams and shareholders... ...junior team Support Portfolio / Relationship Managers...Local areaMonday to FridayFlexible hours- ...Associate Account Executive Territory: NC/VA Product portfolio: Supporting and working with the Account Executive to sell Pharmacy Automation capital, technology... ...Outpatient/Inpatient Pharmacy Directors Finance Supply Chain IT Qualifications:...
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$100k - $170k
Digital Finance Transformation - ERP Modernization: Senior Associate - Private Equity Performance Improvement... ...private equity‑held portfolio companies to deliver... ...Controllers, and private‑equity sponsors. We support PE firms... ..., working capital management, and audit;...Part timeFlexible hours- Job Overview Title: ABF Transaction Management & Controls Corporate Senior Associate Department: Asset Based Finance Location: Charlotte, NC; Boston, MA; or New York, NY Primary Responsibilities Transaction Management & Deal Execution Support the end-to-end operational...Temporary workWork at officeFlexible hours
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$100k - $170k
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