Vice President, Portfolio Management, Commercial & Industrial Upper Middle Market

Vice President, Portfolio Management, Commercial & Industrial Upper Middle Market

About the Company

Leading commercial bank & financial services company

Industry
Banking

Type
Public Company

Founded
1849

Employees
10,001+

Categories

• Banking & Mortgages
• Financial Services
• Consulting & Professional Services
• Finance
• Banking
• Banking Services
• Banks and Institutions
• Insurance
• Investment Banking

Specialties

• retail banking
• commercial banking
• equipment leasing
• finance
• and investments

Business Classifications

• B2B

About the Role

The Company is seeking a VP, Portfolio Management for the Commercial and Industrial Upper Middle Market. The successful candidate will be an individual contributor with a primary focus on financial analysis and the preparation of underwriting documents to support significant corporate credit requests. This role is pivotal in growing funded assets and the client base while ensuring that asset quality is maintained within a moderate risk profile. Responsibilities include obtaining initial approval for new credit exposure, monitoring and managing a portfolio of corporate clients, and working with product partners to cross-sell additional bank products. The VP, Portfolio Management is also expected to demonstrate leadership in credit underwriting and portfolio management, and to have a solutions-oriented, growth mindset that aligns with the company's goals. Candidates for this position should have a Bachelor's degree in finance, accounting, economics, or business, with a Master's degree or MBA preferred. A minimum of 5 years' experience in commercial underwriting, credit, banking, or financial services is required, with a strong preference for those with a background in commercial and industrial underwriting. The role demands a high level of competence in financial analysis and modeling, as well as the ability to structure and manage complex financial transactions. Essential skills include a solid understanding of banking and investment products, effective communication, and the ability to influence and lead. The ideal candidate will be proactive, resilient, and demonstrate a strong sense of accountability, with the ability to manage ambiguity and a proven track record of collaboration and teamwork.

Functions

• Finance