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. Key Responsibilities and Duties 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. Minimum Qualifications 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. Preferred Qualifications 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. Role Specific Work Experience 3+ Years Required; 5+ Years Preferred Educational Requirements University (Degree) Preferred Physical Requirements 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. Posting End Date: 11/2/26
Job description provided by EverBank.
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