Portfolio Manager - Structured Finance jobs in United States
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Bank of Hope · 2 days ago

Portfolio Manager - Structured Finance

Bank of Hope is a financial institution seeking a Portfolio Manager in Structured Finance. The role involves overseeing the daily administration of the portfolio, collaborating with various teams, and ensuring compliance with banking regulations while managing and mentoring junior staff.

BankingFinancial ServicesInsuranceVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Work with loan operations to oversee daily administration of portfolio including fundings and repayments
Work with other PMs, and Credit Analysts in the Structured Finance lending unit
Ensure staff are using appropriate models, templates, software (Moody’s, CRM, Trend Cards, etc.) for credit approval and monitoring
Meet with Team Leads regularly to ensure proper workflow management, processes, strategy, and risk review
Work on structuring, due diligence, and underwriting of credit facilities, including term loans, and revolving credit facilities. This includes bilateral, club, and syndicated loans
Prepare and supervise the preparation of cashflow models and analyze the cash flow modeling results
Collaborate with Relationship Managers and credit team on appropriate deal structures customized to meet each client’s financing needs and compliance with bank policies and guidelines
Oversee the internal credit Loan Approval Process, presenting transactions along with relationship manager to Senior Management and loan committees
Ensure credit documentation meets bank policies and is appropriate for each transaction
Manage and monitor the loan portfolio on a name by name basis and in aggregate to ensure a balanced, diversified risk/return
Ensure internal credit ratings are appropriate, and upgrades and downgrades are processed proactively and in a timely manner
Possess a great understanding of banking regulations, (including those related to Bank Secrecy Act, OFAC, and USA Patriot Act, CRA, Privacy, and Security), as well as the Bank’s policies and procedures and consistently incorporate them in the deal-specific analysis
Maintain and cultivate an effective working relationship with Internal (credit risk, relationship managers, legal, compliance, operations, senior management) and External clients (borrowers, external counsels, other financial institutions, specialized consultants, regulators)
Work with regulators and internal credit reviewers to validate credit quality and integrity of the credit process
Develop and mentor junior staff
Identify, develop and lead the implementation of policies and process improvements

Qualification

Structured finance experienceCash flow modelingBanking regulations knowledgeManagement experienceAnalytical skillsRelationship managementPolicy developmentPresentation skills

Required

5+ years of management and commercial banking
Has 5+ years of experience in the Structured finance space
Ability to analyze complex financial statements and granular collateral performance data and perform detailed projections of future performance and cash flow modeling
Knowledge of banking regulations and laws; compliance documentation and reporting requirements
Ability to make effective and persuasive speeches and presentations on controversial or complex topics to management, credit administrators, regulators, or board members
Excellent analytical skills, including the ability to define problems, collect and analyze data, establish facts, and draw conclusions

Benefits

Bonus
Benefits

Company

Bank of Hope

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Bank of Hope is a banking institution with offices across the US.

H1B Sponsorship

Bank of Hope has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (6)
2023 (9)
2022 (13)
2021 (9)
2020 (10)

Funding

Current Stage
Late Stage

Leadership Team

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Dennis Schreyer
Senior Vice President, Corporate Banking Group, Head of Middle Market Loan Syndications
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Company data provided by crunchbase