Portfolio Management Officer

OneSearch Group, in partnership with a top-performing Corporate Banking team in South Florida, is seeking a Portfolio Management Vice President to join a high-caliber group overseeing a diverse portfolio across Leveraged Finance, Acquisition Finance, Middle Market, and Project Finance credit facilities. This role supports the Corporate Banking Team with dynamic portfolio monitoring & management, compliance with internal & regulatory standards, preparation of value-add strategic & ad hoc analyses, and providing exceptional client service. Key Functions: Monitor a diversified portfolio of corporate banking transactions on an ongoing basis to ensure credit quality, covenant compliance, and risk-adjusted returns. Conduct periodic portfolio reviews, identify early warning signals, and implement proactive mitigation strategies. Ensure timely submission of Quarterly covenant compliance reports and leveraged loan reports. Support the preparation and delivery of comprehensive portfolio presentations/analysis for senior management, highlighting performance trends, risk metrics, and strategic recommendations. Ensure adherence to credit policies, underwriting standards, and regulatory requirements. Maintain a comprehensive, up-to-date, portfolio overview file, tracking key performance/transaction metrics, portfolio balances, credit ratings etc. for effective portfolio monitoring and reporting. Maintain organized credit files, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements. Credit & Transaction Support Collaborate with Credit Analysts and Relationship Managers on the underwriting of amendments, waivers, refinancings and restructurings. Manage the loan closing process, ensuring accurate documentation, compliance with credit terms, and timely coordination with internal teams and external stakeholders. Oversee and coordinate the legal review process, ensuring timely engagement with counsel, accurate documentation, and compliance with regulatory and contractual requirements. Analyze complex credit and legal structures, including syndicated loans and project finance facilities. Client & Internal Stakeholder Engagement Serve as a point of contact for internal teams and external stakeholders, including agent banks and clients. Participate in client discussions, offering insights on post-transaction processes including closings, client services, and cross-sell. Participate in credit committees and pipeline meetings to assist in new deal execution and provide existing portfolio insights. Treasury & Cash Management Coordination Partner with Relationship Managers and Treasury teams to identify client needs for liquidity, payment solutions, and working capital optimization. Facilitate implementation and maintenance of treasury products and services, ensuring alignment with client operational requirements. Monitor utilization of cash management solutions within the portfolio and recommend enhancements to improve efficiency and strengthen client relationships. Strategic Contribution Identify opportunities to optimize portfolio returns and enhance risk-adjusted profitability. Contribute to the development of portfolio management strategies and credit risk frameworks. Active involvement and leadership on strategic analyses and ad hoc presentations. Support cross-selling initiatives and business development efforts within Corporate Banking. Significant experience in credit execution and portfolio management, with the ability to manage complex and high-volume credit portfolios. Advanced proficiency in financial analysis, modeling, and risk evaluation, including cash-flow analysis and project finance fundamentals. Strong working knowledge of regulatory expectations, credit policies, and risk management frameworks. Proven ability to operate independently, prioritize effectively, and collaborate as a strategic partner to Relationship Officers and senior leadership. Excellent written and verbal communication skills with the ability to clearly articulate credit perspectives and recommendations. #J-18808-Ljbffr OneSearch Group