Senior Middle-Market Portfolio Manager — Complex Credit

Truist; Miami (FL); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401k plan

Paid vacation and holidays

Job summary

Truist Financial Corporation seeks a Senior Portfolio Manager to independently underwrite, structure, and manage complex middle market credit relationships. The role focuses on sponsor-owned and leveraged transactions, engaging in acquisition financing, recaps, refinancings, and amendments.

This is a senior-level position within Truist Corporate & Commercial Bank in a fast-paced environment. The candidate should have deep credit knowledge, strong client relationships, and leadership ability to

Qualifications

• Bachelor’s Degree in Finance or related field.
• 7-10+ years of middle market credit and/or underwriting experience.
• Proficiency with MS Office and financial analysis tools.

Responsibilities

• Lead the underwriting process for complex middle market transactions.
• Manage portfolios, monitor risk, and define client credit solutions.
• Collaborate with Investment Banking to deliver financing solutions.

Skills

Underwriting

Portfolio management

Client calling

Risk analysis

Leadership

Education

Bachelor’s Degree in Finance

Master’s Degree (preferred)

Tools

MS Office

Salesforce

nCino

Job description

Truist Financial Corporation seeks a Senior Portfolio Manager to independently underwrite, structure, and manage complex middle market credit relationships. The role focuses on sponsor-owned and leveraged transactions, engaging in acquisition financing, recaps, refinancings, and amendments.

This is a senior-level position within Truist Corporate & Commercial Bank in a fast-paced environment. The candidate should have deep credit knowledge, strong client relationships, and leadership ability to