Specialty & Syndicated Portfolio Associate
- জ্যেষ্ঠতার স্তর
- Mid
- চাকরির ধরন
- পূর্ণকালীন
- বিশেষায়ন
- Wealth management
পদ সম্পর্কে
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.
Responsibilities
- 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.
Requirements
- 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.
- 3+ Years Required; 5+ Years Preferred
- University (Degree) Preferred
- Physical Requirements: Sedentary Work
Career Level 7IC
- Manage ongoing portfolio monitoring for asset-based lending and structured finance transactions.
- Analyze collateral performance, borrowing base compliance, concentration limits, and covenant adherence across multiple credit facilities.
- Prepare ad hoc and recurring reporting for senior management, investors, lenders, and internal stakeholders.
- Assist with transaction onboarding and the ongoing maintenance of existing credit facilities.
- Develop and maintain reporting dashboards, workflow tools, and portfolio analytics.
- Coordinate with underwriting, risk management, operations, and treasury teams to support portfolio management activities.
- Analyze trends in collateral performance and portfolio risk to identify emerging issues and recommend solutions.
- Participate in process improvement initiatives focused on automation, data governance, and reporting efficiency.
Key skills
- Excel
- Financial Analysis
- Snowflake
- Data Warehousing
- Risk Management
- Process Improvement
Benefits & perks
EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:
- Medical, dental, vision & HSA/FSA
- 401(k) savings
- Paid holidays & generous PTO
- Additional wellness & voluntary benefits
- Tuition reimbursement
- Commuter Benefits
- Life and Disability Insurance
- Generous vacation
- Healthcare
- Professional development
- Retirement
- Wellness
Pay Range
$125,600 - $169,900
Job Description Disclaimer
This job description is not intended to be a comprehensive list of duties, responsibilities or activities that are required to perform this job. Duties, responsibilities and activities may change without notice.
Job Seeker Notice
EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC