Capital Markets Portfolio Management Associate jobs in United States
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Huntington National Bank · 6 days ago

Capital Markets Portfolio Management Associate

Huntington National Bank is seeking a Portfolio Management Associate for their Capital Markets Portfolio Management team. This role involves supporting TBA Trading activities through credit management, portfolio reviews, and liaising with various stakeholders within the organization.

Asset ManagementFinanceFinancial Services
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Responsibilities

Prepare credit packages for annual renewals, portfolio reviews and new trading requests
Provide credit recommendations via formal written presentations to the appropriate level of Credit Administration
Manage the credit profile of TBA Trading customers, taking into account any TBA exposure, and escalating customer credit concerns in accordance with Huntington credit policies
Manage the monitoring process, which includes risk ratings, financial statement requirements and other reporting
As appropriate, act as a liaison between TBA Trading, Credit Administration and other stakeholders within Huntington

Qualification

Commercial underwriting experienceFinancial analysis skillsMicrosoft proficiencyCredit structuring experienceCustomer service orientationProfessional integrityWritten communicationVerbal communicationAttention to detailThrive in fast-paced environment

Required

Bachelor's Degree in Finance, Accounting, Economics, or Business
Minimum 3 years' experience in commercial underwriting experience

Preferred

Experience in underwriting companies in the Financial Services industry
Demonstrated success structuring credits, researching, judging and presenting information verbally and in writing and credit documentation to support the credit and minimize risk
Proficiency using Microsoft and Excel
Strong customer service orientation
Strong financial analysis and analytical skills
Excellent written and verbal communication abilities
High attention to detail and accuracy
Commitment to professional integrity and continuous development
Ability to thrive in a fast-paced, deadline-driven environment

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase