Associate Portfolio Manager

OneSearch Group; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

OneSearch Group partnered with a leading financial institution to recruit an Associate Portfolio Manager for the Miami, FL Corporate Banking team. The role will focus on portfolio monitoring, credit analysis, and transaction execution across a diversified client book.

This is an excellent opportunity for a junior banking professional to gain hands-on exposure to complex credit structures, portfolio management, and client-facing initiatives within a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 1–3 years of experience in corporate banking, credit analysis, or related financial services role.
• Exposure to corporate or middle market lending preferred.
• Proficiency in Excel and PowerPoint; familiarity with systems such as nCino is a plus.

Responsibilities

• Assist in ongoing monitoring of a diversified corporate banking portfolio, ensuring adherence to credit standards and risk guidelines.
• Track financial performance, covenant compliance, and key credit metrics across assigned relationships.
• Support periodic portfolio reviews by identifying trends, risks, and potential early warning signals.
• Maintain accurate and up-to-date portfolio reporting, including exposure tracking, risk ratings, and internal reporting materials.
• Ensure credit files and documentation are complete, organized, and compliant with internal policies and regulatory standards.
• Support underwriting efforts for new transactions, amendments, renewals, and restructurings through financial analysis and risk assessment.
• Assist in preparing credit memoranda, financial models, and supporting documentation for internal approval processes.
• Coordinate with internal teams to facilitate the loan closing process, ensuring accuracy and timely execution.
• Partner with legal and compliance teams to support documentation review and execution.
• Work closely with Relationship Managers, Credit teams, and Product partners to support client needs and ongoing portfolio management.
• Assist in preparing materials for client meetings, internal discussions, and credit committees.
• Provide responsive support on client inquiries related to portfolio activity, reporting, and transactions.
• Partner with internal teams to support the implementation and maintenance of treasury and cash management solutions.
• Monitor client product usage and assist in identifying opportunities to enhance client engagement.
• Contribute to portfolio analytics and reporting to support decision-making and strategic initiatives.
• Assist in ad hoc analyses, presentations, and projects for senior management.
• Support efforts to improve portfolio performance and operational efficiency.

Skills

Credit analysis

Portfolio monitoring

Financial analysis

Education

Bachelor's degree in Finance or Economics

Tools

Excel

PowerPoint

nCino

Job description

OSG has partnered with a leading financial institution currently searching for an Associate Portfolio Manager to join a high-performing Corporate Banking team based in Miami, FL. This individual will play a key role in portfolio monitoring, credit analysis, and transaction execution across a diversified book of corporate clients.

This is an excellent opportunity for a junior banking professional to gain hands-on exposure to complex credit structures, portfolio management, and client-facing initiatives within a collaborative, fast-paced environment.

Key Functions:

• Assist in the ongoing monitoring of a diversified corporate banking portfolio, ensuring adherence to credit standards and risk guidelines
• Track financial performance, covenant compliance, and key credit metrics across assigned relationships
• Support periodic portfolio reviews by identifying trends, risks, and potential early warning signals
• Maintain accurate and up-to-date portfolio reporting, including exposure tracking, risk ratings, and internal reporting materials
• Ensure credit files and documentation are complete, organized, and compliant with internal policies and regulatory standards

Credit & Transaction Execution

• Support underwriting efforts for new transactions, amendments, renewals, and restructurings through financial analysis and risk assessment
• Assist in preparing credit memoranda, financial models, and supporting documentation for internal approval processes
• Coordinate with internal teams to facilitate the loan closing process, ensuring accuracy and timely execution
• Partner with legal and compliance teams to support documentation review and execution

Client & Internal Collaboration

• Work closely with Relationship Managers, Credit teams, and Product partners to support client needs and ongoing portfolio management
• Assist in preparing materials for client meetings, internal discussions, and credit committees
• Provide responsive support on client inquiries related to portfolio activity, reporting, and transactions

Treasury & Product Support

• Partner with internal teams to support the implementation and maintenance of treasury and cash management solutions
• Monitor client product usage and assist in identifying opportunities to enhance client engagement

Strategic & Analytical Support

• Contribute to portfolio analytics and reporting to support decision-making and strategic initiatives
• Assist in ad hoc analyses, presentations, and projects for senior management
• Support efforts to improve portfolio performance and operational efficiency

Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• 1–3 years of experience in corporate banking, credit analysis, or related financial services role
• Exposure to corporate or middle market lending preferred
• Proficiency in Excel and PowerPoint; familiarity with systems such as nCino is a plus
• Strong understanding of financial statements and basic credit principles