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Syndicated Portfolio Management

Syndicated Portfolio Management

Intercredit Bank N.A.Miami, FL, United States
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Summary :

We are seeking a detail-oriented Portfolio Manager to oversee the performance and integrity of our Syndicated loans portfolio. This role is critical in ensuring sound risk management, regulatory compliance, and optimal asset performance. The ideal candidate will bring strong analytical skills, knowledge of OCC standards, and hands-on experience in transaction monitoring and stress testing.

Key Responsibilities

  • Monitor and evaluate portfolio transactions to ensure alignment with credit strategy and risk parameters
  • Oversee the performance of portfolio assets, identifying trends and early warning signals
  • Manage periodic renewals and ensure timely updates of credit files and borrower profiles
  • Conduct periodic reviews in accordance with OCC guidelines and internal standards
  • Perform stress testing to assess portfolio resilience under adverse scenarios
  • Track and monitor covenant compliance, escalating breaches and recommending corrective actions
  • Maintain accurate portfolio data and produce reports on exposure, concentration, liquidity, and profitability for management and regulatory purposes.
  • Provide risk appetite guidance to relationship managers and credit teams
  • Monitor and report on asset quality, including delinquencies, impairments, and recoveries

Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or related field (MBA or CFA preferred)
  • 5–8 years of experience in syndicated loan portfolio management, credit risk, corporate credit analysis or financial analysis
  • Strong understanding of OCC regulations, covenant structures, and stress testing methodologies
  • Proficiency in portfolio monitoring tools and financial reporting systems
  • Excellent analytical, organizational, and communication skills
  • Ability to work cross-functionally and manage multiple priorities in a fast-paced environment
  • SUPERVISORY RESPONSIBILITIES

    Employee does not have any supervisory responsibilities

    BSA COMPLIANCE

    I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank’s Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank’s BSA / AML / OFAC Program to the Bank’s BSA Department.

    PHYSICAL DEMANDS

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

    WORK ENVIROMENT

    The work environment characteristics described here are representative of those employees’ encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

    While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.

    Intercredit Bank is a equal opportunity employer.

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