Associate Portfolio Manager

Job Description

OSG has partnered with a leading financial institution currently searching for an Associate Portfolio Manager to join a high-performing Corporate Banking team based in Miami, FL. This individual will play a key role in portfolio monitoring, credit analysis, and transaction execution across a diversified book of corporate clients.

This is an excellent opportunity for a junior banking professional to gain hands-on exposure to complex credit structures, portfolio management, and client-facing initiatives within a collaborative, fast-paced environment.

Key Functions:

Portfolio Monitoring & Risk Support

\n
• Assist in the ongoing monitoring of a diversified corporate banking portfolio, ensuring adherence to credit standards and risk guidelines
\n
• Track financial performance, covenant compliance, and key credit metrics across assigned relationships
\n
• Support periodic portfolio reviews by identifying trends, risks, and potential early warning signals
\n
• Maintain accurate and up-to-date portfolio reporting, including exposure tracking, risk ratings, and internal reporting materials
\n
• Ensure credit files and documentation are complete, organized, and compliant with internal policies and regulatory standards
\n

Credit & Transaction Execution

\n
• Support underwriting efforts for new transactions, amendments, renewals, and restructurings through financial analysis and risk assessment
\n
• Assist in preparing credit memoranda, financial models, and supporting documentation for internal approval processes
\n
• Coordinate with internal teams to facilitate the loan closing process, ensuring accuracy and timely execution
\n
• Partner with legal and compliance teams to support documentation review and execution
\n

Client & Internal Collaboration

\n
• Work closely with Relationship Managers, Credit teams, and Product partners to support client needs and ongoing portfolio management
\n
• Assist in preparing materials for client meetings, internal discussions, and credit committees
\n
• Provide responsive support on client inquiries related to portfolio activity, reporting, and transactions
\n

Treasury & Product Support

\n
• Partner with internal teams to support the implementation and maintenance of treasury and cash management solutions
\n
• Monitor client product usage and assist in identifying opportunities to enhance client engagement
\n

Strategic & Analytical Support

\n
• Contribute to portfolio analytics and reporting to support decision-making and strategic initiatives
\n
• Assist in ad hoc analyses, presentations, and projects for senior management
\n
• Support efforts to improve portfolio performance and operational efficiency
\n

Qualifications

\n
• Bachelor’s degree in Finance, Economics, or related field
\n
• 1–3 years of experience in corporate banking, credit analysis, or related financial services role
\n
• Exposure to corporate or middle market lending preferred
\n
• Proficiency in Excel and PowerPoint; familiarity with systems such as nCino is a plus
\n
• Strong understanding of financial statements and basic credit principles
\n