Senior Associate, Portfolio Management
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Job Summary
As a trusted financial advisor, the full-time Senior Associate, Portfolio Management will manage a portfolio of 20-30 commercial loans remotely, focusing on relationship management, financial analysis, and borrower support throughout the loan lifecycle.
Key responsibilities
- Serve as the primary point of contact for borrowers, managing relationship dynamics and compliance requirements
- Collect and analyze financial statements and impact reports to monitor borrower performance and risk ratings
- Underwrite renewals and increases for existing relationships, applying financial modeling to inform credit decisions
Required qualifications
- 1-3 years of experience in commercial credit underwriting or portfolio administration
- Strong skills in cash flow analysis and financial modeling
- Genuine interest in social enterprise, impact investing, or community development
- Ability to manage higher-risk relationships while maintaining a comprehensive perspective
- Excellent organizational skills to handle multiple borrower relationships and deadlines
Complete Job Description
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