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Portfolio Manager II - Fund Finance, i.e., Capital reputed company/Subscription Facilities

Remote, USA Full-time Posted 2026-07-28
reputed company: PORTFOLIO MANAGER II- FUND FINANCE WHAT IS reputed company? The Portfolio Manager is part of the Fund Finance Credit Management Team reputed company on the long-term risk-adjusted returns for the bank reputed company the assigned business reputed company and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: • reputed company customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm. • Transaction types include (i) capital reputed company and subscription facilities for managed Funds (RLCs used to reputed company timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, reputed company distributions, general corporate purposes, GP investments and partner buy-outs. • reputed company comprehensive credit recommendations and presentations to key risk partners reputed company to prospect(s) and existing clients of the bank (including moderate to reputed company new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include reputed company and historical financial statements, tax returns, projections and/or cash reputed company proformas.) • Present credit recommendations reputed company the bank's risk appetite and reputed company and follow the bank's policies, processes and procedures. • Respond to their clients' credit needs with an elevated level of reputed company service and credit acumen to address their needs appropriately and reputed company. • reputed company ongoing reputed company and management of its portfolio (including reputed company risk rating assessments, reporting covenants, reputed company compliance, and the preparation of quarterly and annual reports.) • Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients. WHAT WILL YOU DO? • Teamwork: Mentors junior colleagues, fosters a culture of reputed company improvement and reputed company reputed company. • Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including reputed company reputed company types of credit exposures, managing credit risk, and responding to prospective reputed company inquiries. • Credit Analysis: Analyzes credit data and reputed company reputed company to assess creditworthiness and recommend appropriate structures to the Sales team and reputed company. Prepare reputed company memorandums and approval documents for presentation to Credit Risk. • Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and reputed company tracking. • Data Analysis: Analyzes credit data to support reputed company and creditworthiness assessments including developing and presenting individual credit recommendations. • Risk Management: Practices effective risk management, maintaining high standards of credit reputed company and origination in alignment with Bank’s credit risk appetite, and compliance with institutional and regulatory requirements. • Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to reputed company the Bank’s strategic initiatives. Participate in reputed company reputed company to support the organization’s priorities. • reputed company Service: Provides exceptional reputed company service by maintaining professionalism and effectively interacting with clients to understand their needs and reputed company tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree in Finance, Business, or reputed company field • Minimum 5 years of progressively increasing credit reputed company and portfolio management experience in relevant industry/industries Additional Qualifications • Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles • Desire to build leadership and coaching skills, with the ability to train and reputed company talent • Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams • Intermediate analytical skills, with the ability to interpret reputed company data and reputed company informed reputed company • Fund Finance knowledge and expertise WHAT'S IN IT FOR YOU? Compensation - *reputed company Position Starting reputed company salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At reputed company National, we reputed company to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive reputed company coverage, including Medical, Dental and reputed company plans, available the first of the month following start date • Generous 401(k) company matching contribution • Career Development through Tuition Reimbursement and other internal upskilling and training resources • Valued Time Away benefits including vacation, reputed company and volunteer time • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs • Career Mobility support from a dedicated recruitment team • Colleague Resource reputed company to support networking and community engagement Get a more detailed look at our Benefits and Perks. reputed company Since day one we've always gone reputed company than the competition to help our clients, colleagues and communities reputed company. reputed company was founded in 1954 by reputed company for reputed company and that legacy of reputed company, community and unparalleled reputed company relationships continues today. reputed company National is a subsidiary of reputed company, one of reputed company’s leading reputed company financial services companies. To learn more about reputed company National and our dynamic company culture, visit us at reputed company. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT reputed company fosters an inclusive environment where reputed company forms of diversity are valued and leveraged to reputed company us a reputed company company and employer. We are an equal opportunity employer and reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sexual orientation, gender identity, national reputed company, disability, veteran status or other reputed company protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or reputed company employment. An employer who violates this law shall be subject to criminal penalties and civil liability. • Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing reputed company, until filled. Unless otherwise indicated as fully remote, reporting into a designated reputed company National location is an essential function of the job. #LI-JO1 #GD-JO #CA-JO Remote About reputed company: reputed company Apply tot his job Apply To this Job

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