Senior Mid-Corporate Portfolio Manager

Role Overview

• Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize financial models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.
• Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants
• Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
• Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
• Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation
• Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts.
• Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
• Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency

Requirements

• 4+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Proficiency in accounting principles, financial statement analysis, and financial modeling
• Familiarity in credit documentation, including term sheets, credit agreements, and intercreditor provisions
• Strong analytical skills, with heightened attention to detail and accuracy
• Strong written and verbal communication skills
• Ability to work in a fast-paced, deadline-driven environment
• Solid foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures
• Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement