Investment Securities Portfolio Credit Manager

Charlotte, VT - USA

Monthly Salary: Not Disclosed

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Seeking an experienced Credit Analyst/Portfolio Manager to underwrite and actively engage with Broadly Syndicated Loans (BSL) CLO Managers. The role spans full lifecycle ownership pre-purchase due diligence through approval closing and ongoing monitoringwhile partnering with internal risk teams operations and trading to optimize riskadjusted returns and meet portfolio objectives.
One will build and maintain robust financial models evaluate refis resets paydowns monthly surveillance quarterly reporting manager relationship size positions relative to risk appetite and proactively manage credits through market cycles. Success requires deep knowledge of credit documentation syndicated market dynamics and portfolio risk management.

Please note - to be considered for this role candidates must be able to work in the following Truist office location 5 days per week:

Charlotte NC - 214 North Tryon Street

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
1. Lead underwriting for new issue and secondary BSL CLO opportunities; prepare comprehensive credit memos (business overview industry assessment sponsor thesis comps model outputs capital structure documentation review risks/mitigants).
2. Ongoing performance monitoring: monthly/quarterly reviews risk rating calibration covenant/election tracking and event watchlists.

3. Identify deteriorating credits early; drive remedial actions with Managers and have consistent communications with the Managers.

4. Manage and continue to build relationships within the CLO Manager universe
5. Drive communications by bringing a real time market perspective to other team members further aligning opportunities in the market with portfolio objectives
6. Continuously broaden and deepen expertise in structured finance asset classes appropriate for banking and depository institutions.
8. Monitor markets rates monetary / fiscal policy dealer research / credit / economic trends
9. Read and analyze published financial information and dealer research that is applicable
10. Perform other analytical activities and perform other duties as assigned

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. 58 years of experience in Credit Analysis Leveraged Finance BSL underwriting or Loan Portfolio Management (buyside or sellside).

2. Strong command of credit agreements and syndicated loan documentation (covenants baskets collateral/security intercreditor).

3. Proven track record managing active BSL portfolios: amendments/waivers event risk management and rating migration oversight.

4. Proficiency with market and risk systems: Bloomberg Loan IQ/Intex Moodys/S&P tools internal rating systems and Excel/PowerPoint.

5 Excellent communications: concise memo writing committee presentations and crossfunctional stakeholder management.

6. Excellent communication skills and ability to articulate complex materials to a diverse audience
7. Ability to operate effectively in a team environment and a desire to work on a wide range of projects

Preferred Qualifications:
1. Master of Business Administration (MBA) or equivalent education e.g. MS Economics or Finance and / or quantitative graduate degree
2. Demonstrated experience and understanding of structured products
3. Experience with sponsorbacked leveraged loans CLO market dynamics and secondary trading protocols.

4. Proficient with Bloomberg/TOMs Trade Web and other operation systems

5. Familiarity with sector coverage (e.g. Healthcare Tech/Software Industrials Consumer Energy).

6. Certifications: CFA (preferred) FRM (plus) or equivalent.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

Required Experience:

Manager