Insight Global
Portfolio Manager
Insight Global, New York, New York, us, 10261
Job Description
A banking client is looking for a Portfolio Manager to join the team. This position focuses primarily on the portfolio management of C&I loan existing transactions, including providing ongoing credit oversight and portfolio management through annual and quarterly reviews, monitoring of covenant compliance, and the overall maintenance of the portfolio.
The right candidate for this position will demonstrate sound underwriting and financial analysis capacity, and the ability to manage a portfolio with limited supervision. Must have minimum of 2 years of experience in a commercial banking institution, managing C&I loans.
All essential duties and responsibilities must be performed in accordance with established Bank policies and procedures, compliance rules and regulations, and Banks privacy policy
Perform ongoing portfolio management on assigned borrowers including quarterly reviews on problem loans, and annual reviews on regular C&I portfolio of loans.
Manage portfolio credit migration on a forward and proactive basis and recommend specific actions plan upon identifying increase borrower risk.
Monitor compliance with covenants and financial reporting and prepare financial analysis including DCF, EV assessment and projections. For C&I leveraged loans, address the required Leveraged Loan Performance Indicators.
Review loan documentation in accordance with approved terms and conditions, including any amendments, waivers, or restructuring.
Maintain credit files in preparation for loan review, as well as internal or external audits and regulatory exams.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
College degree required
Cash flow lending experience required.
Financial analysis, discounted cash flow, enterprise value assessment required.
Strong knowledge base in Microsoft Office and Excel.
Strong written and oral communications skills null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
A banking client is looking for a Portfolio Manager to join the team. This position focuses primarily on the portfolio management of C&I loan existing transactions, including providing ongoing credit oversight and portfolio management through annual and quarterly reviews, monitoring of covenant compliance, and the overall maintenance of the portfolio.
The right candidate for this position will demonstrate sound underwriting and financial analysis capacity, and the ability to manage a portfolio with limited supervision. Must have minimum of 2 years of experience in a commercial banking institution, managing C&I loans.
All essential duties and responsibilities must be performed in accordance with established Bank policies and procedures, compliance rules and regulations, and Banks privacy policy
Perform ongoing portfolio management on assigned borrowers including quarterly reviews on problem loans, and annual reviews on regular C&I portfolio of loans.
Manage portfolio credit migration on a forward and proactive basis and recommend specific actions plan upon identifying increase borrower risk.
Monitor compliance with covenants and financial reporting and prepare financial analysis including DCF, EV assessment and projections. For C&I leveraged loans, address the required Leveraged Loan Performance Indicators.
Review loan documentation in accordance with approved terms and conditions, including any amendments, waivers, or restructuring.
Maintain credit files in preparation for loan review, as well as internal or external audits and regulatory exams.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
College degree required
Cash flow lending experience required.
Financial analysis, discounted cash flow, enterprise value assessment required.
Strong knowledge base in Microsoft Office and Excel.
Strong written and oral communications skills null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.