Portfolio Specialist - Counterparty Credit Review

Job Description

Job Title: Portfolio Specialist – Counterparty Credit Review

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Location: 4 days onsite at Boston, MA/ Charlotte, NC/ East Hartford, CT/ Newark, DE/ Pennington, NJ/ Plano, TX/ Providence, RI

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Duration: FTE

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Salary Range: $160k - $170k annual salary + benefits + performance-based bonus

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Seeking an experienced Portfolio Specialist to join the bank’s Credit Review team, responsible for independently assessing credit decisions, evaluating risk management processes, and identifying potential credit risks across global portfolios involving Hedge Funds, Asset Managers, Counterparty Credit Risk (CCR), and Structured Financing Transactions.

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Key Responsibilities

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• Conduct credit transaction reviews and assess compliance with credit policies.
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• Lead credit examinations as Examiner-in-Charge (EIC) or Assistant Examiner-in-Charge (AEIC).
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• Evaluate counterparty exposures, credit limits, collateral, margin practices, and stress testing.
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• Identify and document credit risks, control weaknesses, and remediation plans.
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• Manage examination findings and communicate results to senior management, auditors, and regulators.
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• Review junior examiners’ work and contribute to portfolio risk assessments.
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Required Qualifications

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• 8–10+ years of experience in commercial credit, credit risk, underwriting, or credit review.
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• Strong knowledge of Counterparty Credit Risk, exposure metrics, margin practices, and stress testing.
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• Familiarity with ISDA/CSA agreements and derivatives transactions.
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• Experience in credit analysis, risk assessment, and issue management.
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• Strong analytical, communication, and leadership skills.
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• Bachelor's degree in Finance, Accounting, Economics, or a related field.
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Preferred: Experience in Hedge Funds, Prime Brokerage, Asset Management, or independent bank Credit Review.

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Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

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Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit

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Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.