OneSearch Group
Vice President Portfolio Management - Corporate Banking
OneSearch Group, Miami, Florida, us, 33222
OneSearch Group, in partnership with a top-performing Corporate Banking team in South Florida, is seeking a Portfolio Management Vice President to join a high-caliber group overseeing a diverse portfolio across Leveraged Finance, Acquisition Finance, Middle Market, and Project Finance credit facilities. This role supports the Corporate Banking Team with dynamic portfolio monitoring and management, compliance with internal and regulatory standards, preparation of value‑add strategic and ad‑hoc analyses, and providing exceptional client service.
Key Functions
Monitor a diversified portfolio of corporate banking transactions on an ongoing basis to ensure credit quality, covenant compliance, and risk‑adjusted returns.
Conduct periodic portfolio reviews, identify early warning signals, and implement proactive mitigation strategies.
Ensure timely submission of Quarterly covenant compliance reports and leveraged loan reports.
Support the preparation and delivery of comprehensive portfolio presentations and analysis for senior management, highlighting performance trends, risk metrics, and strategic recommendations.
Ensure adherence to credit policies, underwriting standards, and regulatory requirements.
Maintain a comprehensive, up‑to‑date portfolio overview file, tracking key performance and transaction metrics, portfolio balances, and credit ratings for effective monitoring and reporting.
Maintain organized credit files, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements.
Credit & Transaction Support
Collaborate with Credit Analysts and Relationship Managers on the underwriting of amendments, waivers, refinancings, and restructurings.
Manage the loan closing process, ensuring accurate documentation and compliance with credit terms.
Oversee and coordinate the legal review process, ensuring timely engagement with counsel and compliance with regulatory and contractual requirements.
Analyze complex credit and legal structures, including syndicated loans and project finance facilities.
Client & Internal Stakeholder Engagement
Serve as a point of contact for internal teams and external stakeholders, including agent banks and clients.
Participate in client discussions, offering insights on post‑transaction processes, including closings, client services, and cross‑sell opportunities.
Participate in credit committees and pipeline meetings to assist in new deal execution and provide existing portfolio insights.
Treasury & Cash Management Coordination
Partner with Relationship Managers and Treasury teams to identify client needs for liquidity, payment solutions, and working capital optimization.
Facilitate implementation and maintenance of treasury products and services, ensuring alignment with client operational requirements.
Monitor utilization of cash management solutions within the portfolio and recommend enhancements to improve efficiency and strengthen client relationships.
Strategic Contribution
Identify opportunities to optimize portfolio returns and enhance risk‑adjusted profitability.
Contribute to the development of portfolio management strategies and credit risk frameworks.
Lead strategic analyses and ad‑hoc presentations.
Support cross‑selling initiatives and business development efforts within Corporate Banking.
Demonstrate significant experience in credit execution and portfolio management, with the ability to manage complex and high‑volume credit portfolios.
Show advanced proficiency in financial analysis, modeling, and risk evaluation, including cash‑flow analysis and project finance fundamentals.
Maintain strong working knowledge of regulatory expectations, credit policies, and risk management frameworks.
Operate independently, prioritize effectively, and collaborate as a strategic partner to Relationship Officers and senior leadership.
Exhibit excellent written and verbal communication skills with the ability to clearly articulate credit perspectives and recommendations.
Seniority Level Associate
Employment Type Full‑time
Job Function Finance and Analyst
Industries Financial Services, Banking, and Investment Banking
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Key Functions
Monitor a diversified portfolio of corporate banking transactions on an ongoing basis to ensure credit quality, covenant compliance, and risk‑adjusted returns.
Conduct periodic portfolio reviews, identify early warning signals, and implement proactive mitigation strategies.
Ensure timely submission of Quarterly covenant compliance reports and leveraged loan reports.
Support the preparation and delivery of comprehensive portfolio presentations and analysis for senior management, highlighting performance trends, risk metrics, and strategic recommendations.
Ensure adherence to credit policies, underwriting standards, and regulatory requirements.
Maintain a comprehensive, up‑to‑date portfolio overview file, tracking key performance and transaction metrics, portfolio balances, and credit ratings for effective monitoring and reporting.
Maintain organized credit files, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements.
Credit & Transaction Support
Collaborate with Credit Analysts and Relationship Managers on the underwriting of amendments, waivers, refinancings, and restructurings.
Manage the loan closing process, ensuring accurate documentation and compliance with credit terms.
Oversee and coordinate the legal review process, ensuring timely engagement with counsel and compliance with regulatory and contractual requirements.
Analyze complex credit and legal structures, including syndicated loans and project finance facilities.
Client & Internal Stakeholder Engagement
Serve as a point of contact for internal teams and external stakeholders, including agent banks and clients.
Participate in client discussions, offering insights on post‑transaction processes, including closings, client services, and cross‑sell opportunities.
Participate in credit committees and pipeline meetings to assist in new deal execution and provide existing portfolio insights.
Treasury & Cash Management Coordination
Partner with Relationship Managers and Treasury teams to identify client needs for liquidity, payment solutions, and working capital optimization.
Facilitate implementation and maintenance of treasury products and services, ensuring alignment with client operational requirements.
Monitor utilization of cash management solutions within the portfolio and recommend enhancements to improve efficiency and strengthen client relationships.
Strategic Contribution
Identify opportunities to optimize portfolio returns and enhance risk‑adjusted profitability.
Contribute to the development of portfolio management strategies and credit risk frameworks.
Lead strategic analyses and ad‑hoc presentations.
Support cross‑selling initiatives and business development efforts within Corporate Banking.
Demonstrate significant experience in credit execution and portfolio management, with the ability to manage complex and high‑volume credit portfolios.
Show advanced proficiency in financial analysis, modeling, and risk evaluation, including cash‑flow analysis and project finance fundamentals.
Maintain strong working knowledge of regulatory expectations, credit policies, and risk management frameworks.
Operate independently, prioritize effectively, and collaborate as a strategic partner to Relationship Officers and senior leadership.
Exhibit excellent written and verbal communication skills with the ability to clearly articulate credit perspectives and recommendations.
Seniority Level Associate
Employment Type Full‑time
Job Function Finance and Analyst
Industries Financial Services, Banking, and Investment Banking
#J-18808-Ljbffr