Associate Portfolio Manager - Corporate Banking Job at OneSearch Group, Miami, FL

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  • OneSearch Group
  • Miami, FL

Job Description

OSG has partnered with a leading financial institution to identify an Associate Portfolio Manager to support a leading Corporate Banking team based in Miami, FL. This individual will play a key role in portfolio monitoring, credit analysis, and transaction execution across a diversified portfolio of corporate clients.

This is an excellent opportunity for a junior banking professional to gain hands-on exposure to complex credit structures, portfolio management, and client-facing initiatives within a high-performing environment.

Key Functions:

Portfolio Monitoring & Risk Support

  • Assist in the ongoing monitoring of a diversified corporate banking portfolio, ensuring adherence to credit standards and risk guidelines
  • Track financial performance, covenant compliance, and key credit metrics across assigned relationships
  • Support periodic portfolio reviews by identifying trends, risks, and potential early warning signals
  • Maintain accurate and up-to-date portfolio reporting, including exposure tracking, risk ratings, and internal reporting materials
  • Ensure credit files and documentation are complete, organized, and compliant with internal policies and regulatory standards

Credit & Transaction Execution

  • Support underwriting efforts for new transactions, amendments, renewals, and restructurings through financial analysis and risk assessment
  • Assist in preparing credit memoranda, financial models, and supporting documentation for internal approval processes
  • Coordinate with internal teams to facilitate the loan closing process, ensuring accuracy and timely execution
  • Partner with legal and compliance teams to support documentation review and execution

Client & Internal Collaboration

  • Work closely with Relationship Managers, Credit teams, and Product partners to support client needs and ongoing portfolio management
  • Assist in preparing materials for client meetings, internal discussions, and credit committees
  • Provide responsive support on client inquiries related to portfolio activity, reporting, and transactions

Treasury & Product Support

  • Partner with internal teams to support the implementation and maintenance of treasury and cash management solutions
  • Monitor client product usage and assist in identifying opportunities to enhance client engagement

Strategic & Analytical Support

  • Contribute to portfolio analytics and reporting to support decision-making and strategic initiatives
  • Assist in ad hoc analyses, presentations, and projects for senior management
  • Support efforts to improve portfolio performance and operational efficiency

Qualifications

  • Bachelor’s degree in Finance, Economics, or related field
  • 1–3 years of experience in corporate banking, credit analysis, or related financial services role
  • Exposure to corporate or middle market lending preferred
  • Proficiency in Excel and PowerPoint; familiarity with systems such as nCino is a plus
  • Strong understanding of financial statements and basic credit principles

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