Specialty & Syndicated Portfolio Associate

The Specialty and Syndicated Portfolio Associate manages portfolio administration activities for complex lending relationships. Interprets transaction structures, operationalizes deal terms, administers covenant frameworks, and serves as a key coordination point among stakeholders to ensure accurate execution and ongoing portfolio management.

Key Responsibilities and Duties

• Owns execution and ongoing portfolio management activities for assigned relationships.
• Interprets and operationalizes complex deal structures across systems, processes, and workflows.
• Manages covenant frameworks, including monitoring, reporting, compliance tracking, and exception management.
• Partners directly with Production, Credit, Legal, Risk, and Servicing teams to ensure accurate execution.
• Supports regulatory and compliance requirements related to structured transactions.
• Identifies risks, inconsistencies, and structural concerns and drives resolution.
• Serves as a subject matter resource for complex portfolio administration activities.

• Strong attention to detail with the ability to manage large datasets and reporting processes.
• Proven stakeholder management experience, including the ability to communicate complex information clearly.
• Advanced Excel proficiency with the ability to analyze data, create reports, and identify trends.

• Experience analyzing structured finance, asset-based lending, lender finance, or commercial credit products.
• Strong financial analysis and data management skills.
• Understanding of borrowing base mechanics, collateral monitoring, and credit facility structures.
• Experience working with Snowflake and utilizing data warehouse environments for reporting and analytics.

• University (Degree) Preferred

• Physical Requirements: Sedentary Work

• 3+ Years Required; 5+ Years Preferred