Senior Associate in Financial Due Diligence working with healthcare clients at RSM. Involved in financial analysis and diligence services for M&A engagements across various states.
HB
Hybrid Associate Director, Portfolio Management – Lender Finance
Posted 5 months ago
About the role
- Portfolio Manager responsible for managing transactions in Lender Finance at Huntington Bank. Involves financial analysis and underwriting support for commercial and consumer specialty finance companies.
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.
Requirements
- Bachelor’s degree in Finance, Accounting or Economics
- 5+ years of progressive experience in commercial credit analysis and/or portfolio management.
- High level of professionalism.
- Highly motivated with desire and ability to excel in a team or individual work environment.
- Proficiency using Microsoft Word and Excel.
- Strong written and verbal communication skills.
- Formal credit training program a plus.
- Experience with Financial Modeling considered a plus.
Benefits
- Flexible work arrangements
- Professional development
- Health insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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