The Senior Portfolio Manager (Sr. PM) supports Relationship Managers by managing and developing loan portfolios to ensure strong performance and profitability.
They independently assess risk through advanced financial and credit analysis, oversee portfolio construction, and manage client relationships.
Key responsibilities include applying credit expertise, negotiating with clients, reviewing documentation, monitoring compliance and credit metrics, analyzing financial statements, and supporting portfolio growth while maintaining asset quality.
The role involves collaboration with leadership, representing the team in meetings, and ensuring adherence to legal and internal policies.
Qualifications include a bachelor’s degree in finance or related field and extensive banking portfolio management experience.
Skills required are strong communication, risk assessment, organization, confidentiality, and compliance awareness.