Portfolio Director

Director, Portfolio ManagementThis is a unique opportunity to step into a highly visible leadership role at a growing financial services organization that offers meaningful transaction exposure, a collaborative team environment, and the stability of an established platform.The organization has built a lean, entrepreneurial culture where talented professionals are empowered to think strategically, operate with autonomy, and have direct influence on portfolio decisions and business outcomes. Unlike highly layered corporate environments, this team values intellectual curiosity, decisive thinking, and individuals who can independently drive complex workstreams from analysis through execution.The role offers direct exposure to senior leadership, meaningful decision-making authority, and the ability to help shape the future infrastructure of an expanding portfolio management function. For professionals seeking a seat with real growth runway, broader responsibility, and long-term leadership potential, this is an exceptional career opportunity.Position OverviewThe Director of Portfolio Management will oversee a national portfolio while also serving as a player/coach to a small portfolio management team. This individual will directly manage a portfolio of complex accounts while mentoring and guiding junior team members across broader portfolio coverage.The position will initially focus heavily on portfolio strategy, challenged assets, restructurings, and resolution processes tied to a small number of complex matters. Over time, the role is expected to evolve toward broader portfolio surveillance, oversight, and strategic risk management as the platform continues its growth trajectory.This role is ideal for a commercially minded finance professional who enjoys operating in fast-paced environments and wants broader exposure beyond traditional siloed portfolio management responsibilities.Key ResponsibilitiesManage and monitor a diversified national portfolio across multiple categoriesLead resolution, restructuring, and management processes for challenged assetsOversee ongoing portfolio surveillance, risk ratings, modifications, and analysisPartner closely with business development, underwriting, and executive leadership teamsMentor and help develop a portfolio management team while maintaining hands-on portfolio ownershipDrive client communication, strategic resolutions, and complex decision-makingParticipate in monitoring, review processes, and compliance oversightContribute to process improvement initiatives within a rapidly scaling platformPrepare portfolio reporting and executive-level presentations for leadership stakeholdersDesired BackgroundWe are seeking an intellectually curious and highly motivated finance professional who combines strong analytical fundamentals with strategic problem-solving capabilities.Ideal candidates may come from:Financial services organizationsInvestment platformsSpecialty finance platformsMiddle-market lending or credit environmentsSuccessful candidates will likely possess:8–15 years of portfolio management, credit, lending, or related finance experienceExperience managing or actively participating in complex portfolio situations, restructurings, or resolution strategiesStrong financial analysis and credit skillsAbility to independently manage complex situations with urgency and sound judgmentLeadership capability with a collaborative, team-oriented mindsetStrong communication and relationship management skillsDesire to operate in a flatter, entrepreneurial environment with high visibilityWhy Professionals Are Interested in This Opportunity• High-growth financial services platform with substantial expansion underway• Entrepreneurial environment without excessive bureaucracy• Direct access to senior leadership and executive decision-makers• Opportunity to build processes and influence platform evolution• Broad exposure across multiple portfolio categories nationwide• Strong long-term career trajectory and advancement potential• Meaningful ownership and visibility from day one• Collaborative culture that values smart thinkers and independent operatorsCompensation & Benefits• Competitive base salary• Target annual bonus opportunity• Comprehensive healthcare benefits• 401(k) with company match• Generous PTO package• Hybrid work flexibility• Strong overall employee-focused culture and benefits offeringsLocation: Hybrid schedule within the Washington, DC metro area. Candidates should be comfortable operating in a collaborative in-office environment several days per week.