Investment Securities Portfolio Credit Manager
Truist, Charlotte, North Carolina, United States, 28245
Overview
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you\'ll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Seeking an experienced Credit Analyst/Portfolio Manager to underwrite and actively engage with Broadly Syndicated Loans (BSL) CLO Managers. The role spans full lifecycle ownership—pre-purchase due diligence through approval, closing, and ongoing monitoring—while partnering with internal risk teams, operations, and trading to optimize risk adjusted returns and meet portfolio objectives. The Credit Analyst/Portfolio Manager will build and maintain robust financial models, evaluate refis, resets, paydowns, monthly surveillance, quarterly reporting, manager relationship, size positions relative to risk appetite, and proactively manage credits through market cycles. Success requires deep knowledge of credit documentation, syndicated market dynamics, and portfolio risk management. Please note that to be considered for this role, candidates must be able to work in the following Truist office location 5 days per week: Charlotte, NC - 214 North Tryon Street Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 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 Qualifications Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 5 Knowledgeable of current/upcoming regulatory rules 6 Strong understanding of mortgage analytics 7 Proficient with MS Excel and other MS Office applications 8 Proficient with Bloomberg/TOMs, Trade Web and other operation systems 9 Excellent communication skills and ability to articulate complex materials to a diverse audience 10 Ability to operate effectively in a team environment and a desire to work on a wide range of projects Preferred Qualifications: 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 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you\'ll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Seeking an experienced Credit Analyst/Portfolio Manager to underwrite and actively engage with Broadly Syndicated Loans (BSL) CLO Managers. The role spans full lifecycle ownership—pre-purchase due diligence through approval, closing, and ongoing monitoring—while partnering with internal risk teams, operations, and trading to optimize risk adjusted returns and meet portfolio objectives. The Credit Analyst/Portfolio Manager will build and maintain robust financial models, evaluate refis, resets, paydowns, monthly surveillance, quarterly reporting, manager relationship, size positions relative to risk appetite, and proactively manage credits through market cycles. Success requires deep knowledge of credit documentation, syndicated market dynamics, and portfolio risk management. Please note that to be considered for this role, candidates must be able to work in the following Truist office location 5 days per week: Charlotte, NC - 214 North Tryon Street Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 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 Qualifications Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 5 Knowledgeable of current/upcoming regulatory rules 6 Strong understanding of mortgage analytics 7 Proficient with MS Excel and other MS Office applications 8 Proficient with Bloomberg/TOMs, Trade Web and other operation systems 9 Excellent communication skills and ability to articulate complex materials to a diverse audience 10 Ability to operate effectively in a team environment and a desire to work on a wide range of projects Preferred Qualifications: 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 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
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