Associate Portfolio Manager

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

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

Credit & Transaction Execution

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

Client & Internal Collaboration

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

Treasury & Product Support

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

Strategic & Analytical Support

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

Qualifications

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