Job Summary:The Portfolio Manager will lead ongoing management and surveillance of loan transactions within Structured Lending Atlanta (SLD ATL) - including credit facilities to private credit managers, specialty finance companies, and asset-backed lending transactions. The role sits within the Specialty Finance line of business and offers broad exposure to complex structured credit across the full deal lifecycle.
Job Duties and Responsibilities:Portfolio Surveillance & Compliance- Collect and monitor borrowing base reports via direct submission and virtual data rooms - at minimum monthly and at every funding request
- Ensure ongoing borrower compliance with all covenants, collateral quality tests, coverage tests, and borrowing base calculations
- Confirm recurring monthly and quarterly interest payments are received and accurate
- Ensure loan terms and structure align with Pinnacle's internal system of record
Reviews & Risk Assessment- Complete quarterly and annual credit reviews for each borrower
- Perform quarterly risk-weighted asset (RWA) assessments for each loan in the portfolio
Origination & Deal Support- Assist SLD ATL with new deal origination, underwriting, and transaction modeling
- Support risk management, client management
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Minimum Education: Bachelor's degree in Business, Finance, or related field;
Minimum Experience: minimum of 10 years of experience in credit portfolio management within financial services;
Required Knowledge, Skills & Abilities: - 5+ years in commercial credit, portfolio management/operations, or structured products at a commercial or investment bank
- Direct experience originating, underwriting, or managing structured finance loans (CLOs, ABS, ABL financing)
- Bachelor's degree in Finance or a related field
- Strong written and verbal communication skills; comfortable interfacing directly with clients
- Self-directed - able to manage a complex workload without micromanagement
