Associate Director, Portfolio Management - Lender Finance

Portfolio Manager

The Lender Finance ("LF") team at Huntington Bank, N.A originates both recourse and non-recourse transactions for commercial and consumer specialty finance companies. The line of business is focused on driving growth in revenue and assets for the bank through leading newly structured transactions (as Lead Arranger / Administrative Agent) as well as participating in other banks' transactions (with a focus on titled roles, up to and including Joint Lead Arranger). The LF team is seeking a talented and ambitious Portfolio Manager to become part of the Lender Finance Portfolio Management team. The Portfolio Management organization is responsible for working with internal partners to diligence and support underwriting new transactions and managing the existing portfolio of transactions. Our Portfolio Managers balance supporting the Commercial Bank's growth and ensuring we have a scalable, well-managed business. In support of the senior colleagues in the LF team, Portfolio Managers may be asked to perform financial analysis and assist preparing underwriting documents in support of complex credit requests.

Duties and Responsibilities :

• Review financial statements, projection models, project cash flow models and all other relevant financial and non-financial data to develop a concise focused analytical foundation for a credit decision.
• Gather and analyze financial and business information to determine credit worthiness for loans and credit products, including the identification and analysis of business models, industry, cash flow, capitalization, sensitivity and risks & mitigants.
• Conduct ongoing portfolio maintenance, including covenant compliance monitoring, spreading financials, risk ratings and quarterly risk reviews.
• Assist in the analysis and preparation for new deals.
• Conduct research using numerous resources available, distilling key themes and conclusions into concise summary form for presentation purposes.
• Manage periodic fundings for transactions in your assigned portfolio and prepare tear sheets for risk reviews for your assigned portfolio.
• Participate in due diligence meetings.
• Performs other duties as assigned.

Basic Qualifications :

Preferred Qualifications :

Yes = not eligible for overtime pay

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