OneSearch Group · 3 weeks ago
Vice President Portfolio Management - Corporate Banking
Miami, FL
Full-time
Onsite
Senior LevelOneSearch Group is partnering with a top-performing Corporate Banking team in South Florida to seek a Portfolio Management Vice President. This role involves overseeing a diverse portfolio, ensuring compliance with internal and regulatory standards, and providing exceptional client service while conducting dynamic portfolio monitoring and management.
Staffing & Recruiting
Hiring Manager
Nery Alonzo
Responsibilities
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
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
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
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
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
Qualification
Required
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
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
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
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
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
Preferred
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
Company
OneSearch Group
OneSearch Group is a Talent Acquisition and Executive Search firm dedicated to cultivating long-term partnerships with both clients and candidates.
Founded in 2020
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Andy Becerra-Canorio
Managing Partner
Nery Alonzo
Managing Partner
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