Portfolio Associate - Credit Risk & Portfolio Management
Jefferies
Portfolio Associate – Credit Risk & Portfolio Management
Seeking a Portfolio Associate to support the management and monitoring of a diversified portfolio of leveraged and corporate loan exposures. This individual will partner closely with Underwriting, Leveraged Finance, Capital Markets, and Relationship Management teams to evaluate credit performance, identify emerging risks, and support credit decision-making throughout the life of a transaction.
The ideal candidate will have a strong foundation in credit analysis, financial statement analysis, and commercial lending, with experience monitoring non-investment grade companies.
Responsibilities
Portfolio Management & Credit Monitoring
- Monitor the ongoing credit performance of a portfolio of middle-market and large corporate borrowers.
- Analyze quarterly and annual financial results, operating trends, liquidity, leverage, and cash flow performance.
- Identify and escalate emerging credit risks, industry developments, and covenant compliance concerns.
- Maintain risk ratings and recommend changes based on evolving borrower fundamentals.
- Participate in annual reviews, portfolio reviews, watchlist discussions, and risk committee presentations.
Financial Analysis
- Build and maintain detailed financial models.
- Perform cash flow, liquidity, leverage, and debt service coverage analysis.
- Conduct comparable company and capital structure analyses.
- Assess borrower repayment capacity and downside risk scenarios.
- Review management projections and variance-to-plan reporting.
Credit & Transaction Support
- Evaluate amendments, waivers, covenant modifications, and restructuring requests.
- Review credit agreements, loan documents, security packages, and collateral reporting.
- Support underwriting efforts for new transactions, refinancings, and incremental financings.
- Assist in preparing credit memoranda and approval materials.
Cross-Functional Partnership
- Partner with Leveraged Finance, Capital Markets, Industry Coverage, Research, Trading, and Legal teams.
- Present borrower updates and portfolio analysis to senior management.
- Collaborate with relationship managers and deal teams on ongoing client developments.
Qualifications
- 2-5 years of experience in:
- Commercial Banking
- Corporate Banking
- Leveraged Finance
- Credit Risk Management
- Asset-Based Lending (ABL)
- Portfolio Management
- Experience analyzing non-investment grade and leveraged borrowers.
- Strong understanding of commercial loan structures and credit documentation.
- Familiarity with revolvers, term loans, ABL facilities, and covenant packages.
- Financial modeling and credit underwriting experience.
- Formal Credit Training Program preferred.
- Bachelor's degree in Finance, Accounting, Economics, or related field.
Preferred Skills
- Advanced Excel and financial modeling skills.
- Strong accounting and financial statement analysis capabilities.
- Familiarity with Bloomberg, Capital IQ, FactSet, or similar platforms.
- Excellent analytical, communication, and presentation skills.
- Ability to manage multiple priorities in a fast-paced environment.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Associate - Credit Risk & Portfolio Management in White Plains, NY vacancy
$17 - $43.27 per hour
...information (e.g., investment objectives, risk tolerance) Accept or enter... ...and/or other duties directed by local management Serve as a peer / mentor to other Support... .../ teams as needed) Morgan Stanley Portfolio Associate Job Description Managing the calendar...SuggestedHourly payTemporary workWork experience placementWork at officeLocal area711 MS Smith Barney, LLC
Harrison, NY2 days ago$68k - $120k
...Morgan Stanley Portfolio Management (PM) Associate Job DescriptionPOSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members...SuggestedTemporary workMorgan Stanley
Purchase, NY5 days ago- ...Morgan Stanley Portfolio Associate Portfolio Associates provide exceptional service to our clients... ...(e.g., investment objectives, risk tolerance) Accept or enter unsolicited... ...and/or other duties directed by local management Serve as a peer / mentor to other Support...SuggestedWork experience placementWork at officeLocal area
$17 - $43 per hour
...POSITION SUMMARY Portfolio Associates provide exceptional service to our clients and support... ...information (e.g., investment objectives, risk tolerance) • Accept or enter... .../or other duties directed by local management • Serve as a peer / mentor to other...SuggestedHourly payFull timeTemporary workWork experience placementWork at officeLocal area$78k - $125k
...banking, leasing, securities, credit cards, and consumer finance.... ...compensation, SMBC offers a competitive portfolio of benefits to its employees.... ...processing, exception management, and reconciliation of... ...settlements, aged breaks, high-risk exposures, and delayed payments...SuggestedDaily paidWork at officeLocal areaWork from homeWorldwideSumitomo Mitsui Banking Corporation
White Plains, NY4 days ago$78k - $125k
...banking, leasing, securities, credit cards, and consumer finance.... ...compensation, SMBC offers a competitive portfolio of benefits to its employees.... ...processing, exception management, and reconciliation of... ...settlements, aged breaks, high-risk exposures, and delayed payments...Daily paidWork at officeLocal areaWork from homeWorldwideSumitomo Mitsui Banking Corp
White Plains, NY2 days ago$141.07k - $145.3k
...banking, leasing, securities, credit cards, and consumer finance.... ..., SMBC offers a competitive portfolio of benefits to its employees... ...timely review by the Audit Manager and Team Lead.Perform audits... ...issues, root causes, and associated risks, and communicate these recommendations...Full timeWork at officeLocal areaRemote workWork from homeWorldwideSumitomo Mitsui Banking Corporation
White Plains, NY6 days ago$150k - $200k
...Registered Investment Advisor (RIA) in Westchester County hire a Senior Portfolio Specialist. This is a newly created position due to growth,... ...construction, asset allocation, investment research, and manager selection across traditional and alternative asset classes....Full timeWork at officeJCW Group
White Plains, NY4 days ago$115k - $125k
...States. ACX’s growing nationwide portfolio includes 26 properties... ...approaching $1 billion in assets under management. The firm is actively... ...full-time Portfolio Management Associate to help strengthen the firm's... ...well enough to surface risks and opportunities early. Drive...Full timeTemporary workImmediate start$150k - $170k
...Associate, Investor Relations Founded in 1992, Cerberus... ...across complementary credit, private equity, and... ...geographies to seek strong risk-adjusted returns for... ...books, presentations, portfolio updates, investment... ...DDQ writing, proposal management, capital formation support...Jobrapido
White Plains, NY4 days ago$150k - $225k
...CompanyAs a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing... ...other investor relations team members, portfolio managers and investment professionals,...Full timeFor contractorsWork at officeLocal areaFlexible hoursOaktree Capital Management
Stamford, CT5 days ago$90k - $130k
...POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning....Temporary workLocal areaMorgan Stanley
Purchase, NY2 days ago$100k - $120k
...event access Mentorship program About the Role: The Asset Management Associate is responsible for developing a strong understanding of assets and business plans for the portfolio including knowledge of leases, loan documents, partnership agreements, and...Work experience placementDLC Management
Elmsford, NY2 days ago- ...and recapitalizations Equity and debt capital raising Portfolio & asset-level joint ventures GP stake sales and LP... ...integral part of deal team and effectively interface with senior management and clients Execute complex financial analyses, including...Local areaVisa sponsorship
Eastdil Secured Savills
White Plains, NY6 hours ago - ...About the job Founded in 2023 and headquartered in New York, the Firm is an investment manager that invests primarily across credit secondaries, fund financing, and credit co-investments, seeking to fulfill the liquidity needs of the private credit markets. The...
Jobrapido
White Plains, NY3 days ago $100k - $120k
...Cross-Desk Efficiency Associate supports multiple desks... ...trading or market-risk-taking responsibilities... ...L explainers Sales credit and mark-up reconciliations... ...positions following portfolio compression and... ...reconciliation, position management, P&L explainers, and cross...Work at officeBBVA
White Plains, NY3 days ago$75k - $85k
...Senior Grants Associate Location: New York, NY Schedule: Full-Time, 40 hours per week... ...Grants Associate to support a diverse portfolio of foundation and government funding.... ...to detail. ~ Ability to independently manage multiple deadlines and complex projects....Full timeWork at officeTBG | The Bachrach Group
White Plains, NY4 days ago- ...Private Equity Associate – New York Our client, a leading middle-market private equity firm based in New York, is looking to add... ...deal lifecycle, including sourcing, evaluation, execution, portfolio management, and exit processes. Key Responsibilities: Conduct...
Jobrapido
White Plains, NY3 days ago - ...private equity firm to recruit an Associate or Senior Associate for its... ...investments, working with portfolio companies and developing as a... ...to build relationships with management teams and colleagues. Sector... ...execution, identifying key risks and commercial drivers....
Jobrapido
White Plains, NY3 days ago $250k - $275k
...Investment Associate — Private Equity A private equity firm investing in and operating mid-market businesses across media, entertainment... ...execution through close, with post-close involvement on portfolio initiatives Work directly with senior team members across the...Visa sponsorshipJobrapido
White Plains, NY2 days ago- ...Associate Managing Consultant, Technical Program ManagementMastercard powers economies and empowers people in 200+ countries and territories... ...successful execution of client engagements while proactively managing risks, dependencies, and delivery outcomes.Client Impact• Lead...Full timePart timeFor contractorsWorldwideFlexible hours
MasterCard
Purchase, NY5 days ago - ...Associate/AVP – Bank Relationship Manager Role Overview Our client is a tier 2 corporate bank based in... ...management of its corporate banking portfolio. This individual will be responsible... ...colleagues across business lines, risk, credit, and product teams to deliver...
Madison-Davis, LLC
Elmsford, NY3 days ago $89.59k - $197.46k
...future.KPMG is currently seeking a Senior Associate, Credit Specialist to join our Audit practice.... ...and process improvement to Managers and PartnersCoordinate the day-to-day activities... ...current and/or recent credit accounting and risk assessment experience or credit...H1bLocal areaKPMG
Stamford, CT7 days ago$65k - $80k
...creative, highly organized, and motivated Associate Designer to join our Design team. This... ...to pivot quickly, reprioritize, and manage multiple development timelines as new product... ...and/or Centric PLM is a plus. ~ Portfolio required. The annual salary range...Full timeSeasonal workFlexible hoursBCI Brands
White Plains, NY7 hours ago$75k - $90k
...Associate Broker NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an... ...individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a...Full timeWork at officeLocal area3 days per weekAon
White Plains, NY2 days ago- ...returns across all prior fund vintages. Portfolio companies include: Ring (exited) –... ...– vertical software for salon and spa management Rebuy – personalization and merchandizing... ...Description Sidekick is seeking a full-time Associate Chief of Staff. This is a unique...Full timeWork at officeWeekend workAfternoon shift3 days per week
Jobrapido
White Plains, NY5 hours ago $30 - $35 per hour
...Industry? ECLARO is looking for an Associate Resource Planner for our... ...) Develop Prelim Project Management Foundational Data: Cost, Scope... ...Schedule, Stakeholders & Resources, Risks Support LRWP (Long Rang Work... ...agreed key enterprise portfolio benefits. Data entry & reporting...Temporary workWork experience placementWork at office- ...we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:Support Tax Managers and Partners in the day-to-day management of client portfolio Take responsibility for overall engagement planning and job...Local area
KPMG
Stamford, CT4 days ago $104k - $177k
...greatest potential. Title And Summary Associate Managing Consultant, Advisors & Consulting Services... ...task, and with Deploy we can de-risk the entire client/asset journey, from implementation... ...Managing Consultant you will manage a portfolio of projects that support a strategy, a...Full timePart timeWorldwideFlexible hours- ...firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice... ...Fortune 100 companies, private equity portfolio companies, and family officesReview and... ...policies, exercise sound judgment, effectively manage stress and work safely and respectfully...Local areaVisa sponsorship
KPMG
Stamford, CT6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Associate - Credit Risk & Portfolio Management. Be the first to apply!
Related searches
- senior associate vice president White Plains, NY
- policy associate White Plains, NY
- case management associate White Plains, NY
- associate degree computer science White Plains, NY
- senior associate attorney White Plains, NY
- cash office associate White Plains, NY
- benefits associate White Plains, NY
- purchasing associate White Plains, NY
- utility associate White Plains, NY
- call center associate White Plains, NY