Associate/ AVP, Portfolio Manager - Syndicated Loans

JCW; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A well-capitalized, growth-oriented commercial bank is seeking a Portfolio Manager specialized in syndicated loans. This exciting role involves leading deal execution and investor engagement in structured lending across various sectors. Ideal candidates will have experience in commercial real estate or corporate lending and possess strong negotiation and communication skills. Join a dynamic team where your expertise will contribute to innovative financial solutions and impactful client relationships. If you're ready to take your career to the next level in a supportive environment, this opportunity is perfect for you.

Qualifications

• 3+ years in commercial real estate or corporate lending with a focus on syndicated loans.
• Strong negotiation and communication skills with stakeholders.

Responsibilities

• Support execution of syndicated lending transactions, including structuring and documentation.
• Create detailed marketing materials for syndication opportunities.

Skills

Syndicated Lending

Financial Modeling

Negotiation Skills

Communication Skills

Education

Bachelor's Degree in Finance

Formal Credit Training

Job description

Associate/ AVP, Portfolio Manager - Syndicated Loans

This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Senior Consultant, Credit & Lending - Private Credit/ Investments (646-741-2166)

Location: New York, NY | Hybrid

A well-capitalized, growth-oriented commercial bank is seeking a Portfolio Manager, specialized in syndicated loan transactions. This role supports structured lending and loan syndication activities across commercial real estate, specialty finance, and corporate banking verticals. It is ideal for a finance professional with a background in syndicated lending or credit-focused commercial banking, aiming to lead deal execution and investor engagement. Responsibilities include structuring and syndicating club deals, managing exposure limits, supporting investor communication, and contributing to credit risk management.

Key Responsibilities

1. Support the execution of syndicated lending transactions by assisting with structuring, marketing, documentation, and closing processes.
2. Create detailed marketing materials including teasers, CIMs, projections, and bank meeting presentations for both sell-side and buy-side syndication opportunities.
3. Assist in ongoing communications with borrowers, internal stakeholders, and institutional investors during the loan syndication lifecycle.
4. Conduct financial modeling, due diligence reviews, and contribute to credit memos and deal analyses.
5. Work closely with the loan servicing team to ensure proper system setup and reporting of participations and syndications.
6. Support cross-sell initiatives by identifying bank service opportunities relevant to loan participants and borrowers.

Preferred Background & Experience

1. Minimum 3 years’ experience in commercial real estate, corporate lending, or structured finance—ideally with exposure to syndicated or participated loans.
2. Bachelor’s degree in Finance, Accounting, Economics, or related business field preferred; formal credit training highly valued.
3. Strong negotiation and communication skills with comfort interacting across borrower, investor, and internal stakeholder groups.

For more information, please contact Elijah Ervin at 646-741-2166 or [e-mail].

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing, Analyst, Business Development

Industries

• Banking and Financial Services

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