Truist · 5 days ago
Investment Securities Portfolio Credit Manager
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expTruist is seeking an experienced Credit Analyst/Portfolio Manager to underwrite and actively engage with Broadly Syndicated Loans (BSL) CLO Managers. The role involves full lifecycle ownership of credit analysis, partnering with internal teams to optimize risk-adjusted returns and manage portfolio objectives effectively.
BankingFinanceFinancial Services
Responsibilities
Support senior management in making sound investment decisions in achieving objectives
Conduct timely and reliable trade execution for the Bank’s Investment Portfolio under the direction of the Senior Investment Portfolio Manager
Work independently to develop investment ideas, integrate market and economic data into decision making
Manage and continue to build relationships with our Wall Street counterparties
Drive communications by bringing a real time market perspective to other team members, further aligning opportunities in the market with portfolio objectives
Supports and works closely with Community Reinvestment Act (CRA) department to invest capital
Continuously broaden and deepen expertise in fixed income asset classes appropriate for banking and depository institutions
Monitor markets – rates, monetary / fiscal policy, dealer research, mortgage / credit / economic trends
Read and analyze published financial information and dealer research that is applicable
Perform other analytical activities and perform other duties as assigned
Qualification
Required
Bachelor's degree in Business, Accounting, Finance or Economics
3+ years of trading fixed income securities with emphasis in Agency MBS
5+ years of Capital markets experience with portfolio management preferred
Ability to prioritize and manage multiple responsibilities under pressure
Knowledgeable of current/upcoming regulatory rules
Strong understanding of mortgage analytics
Proficient with MS Excel and other MS Office applications
Proficient with Bloomberg/TOMs, Trade Web and other operation systems
Excellent communication skills and ability to articulate complex materials to a diverse audience
Ability to operate effectively in a team environment and a desire to work on a wide range of projects
Preferred
Masters of Business Administration (MBA) or equivalent education, e.g. MS Economics or Finance and / or CFA designation
Demonstrated experience and understanding of structured products
Experience with sponsor‑backed leveraged loans, CLO market dynamics, and secondary trading protocols
Familiarity with sector coverage (e.g., Healthcare, Tech/Software, Industrials, Consumer, Energy)
Certifications: CFA (preferred), FRM (plus), or equivalent
5+ years of experience in Credit Analysis, Leveraged Finance, BSL underwriting, or Loan Portfolio Management (buy‑side or sell‑side)
Strong command of credit agreements and syndicated loan documentation (covenants, baskets, collateral/security, intercreditor)
Proven track record managing active BSL portfolios: amendments/waivers, event risk management, and rating migration oversight
Proficiency with market and risk systems: Bloomberg, Loan IQ/Intex, Moody's/S&P tools, internal rating systems, and Excel/PowerPoint
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist 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 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
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