Job Description

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 & management, compliance with internal & regulatory standards, preparation of value-add strategic & ad hoc analyses, and providing exceptional client service.

Key Functions:

Portfolio Oversight & Risk Management

• 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/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/transaction metrics, portfolio balances, credit ratings etc. for effective portfolio 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, compliance with credit terms, and timely coordination with internal teams and external stakeholders.
• Oversee and coordinate the legal review process, ensuring timely engagement with counsel, accurate documentation, 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.
• 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.
• Active involvement and leadership on strategic analyses and ad hoc presentations.
• Support cross-selling initiatives and business development efforts within Corporate Banking.

Desirable Experience:

• Significant experience in credit execution and portfolio management, with the ability to manage complex and high-volume credit portfolios.
• Advanced proficiency in financial analysis, modeling, and risk evaluation, including cash-flow analysis and project finance fundamentals.
• Strong working knowledge of regulatory expectations, credit policies, and risk management frameworks.
• Proven ability to operate independently, prioritize effectively, and collaborate as a strategic partner to Relationship Officers and senior leadership.
• Excellent written and verbal communication skills with the ability to clearly articulate credit perspectives and recommendations.

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