Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth.
The Portfolio Manager will actively manage a large portfolio of ASG clients. Responsibilities will include ongoing financial statement monitoring and spreading; coordinating transaction closings; ensuring the on-time completion of quarterly credit reviews, renewals, and other credit events; monitoring risk rating trends; internal policy reviews and revisions; and assisting with stress testing, compliance and regulatory reviews. A critical component of the position will be early identification of emerging credit problems and maintaining a strong understanding of pertinent industry trends. The role will require day-to-day client interaction, managing portfolio risk, coordinating with senior risk managers, and adhering to all regulatory and compliance guidelines.
Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth.
The Portfolio Manager will actively manage a large portfolio of ASG clients. Responsibilities will include ongoing financial statement monitoring and spreading; coordinating transaction closings; ensuring the on-time completion of quarterly credit reviews, renewals, and other credit events; monitoring risk rating trends; internal policy reviews and revisions; and assisting with stress testing, compliance and regulatory reviews. A critical component of the position will be early identification of emerging credit problems and maintaining a strong understanding of pertinent industry trends. The role will require day-to-day client interaction, managing portfolio risk, coordinating with senior risk managers, and adhering to all regulatory and compliance guidelines.
Minimum Requirements:
- BA/BS degree
- 10 years of related work experience
- In-depth knowledge of investment banking, market, industry sector and/or financial products
- Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
- Superior skills in written and oral communications
Preferred Requirements:
- 5+ years in portfolio management or underwriting
- In-depth knowledge of investment banking, market, industry sector and/or financial products
- Advanced skills in financial analytics and credit underwriting
- Superior skills in written and oral communications
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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