OSG, in partnership with a top-performing Corporate Banking team in South Florida, is seeking a Portfolio Management Analyst to join a high-performing platform overseeing Corporate-Syndicated, Project Finance, and Middle Market credit portfolios.
This role reports directly to the Portfolio Management Vice President and will support dynamic portfolio monitoring, credit risk management, transaction execution, and strategic analysis across a diversified corporate banking portfolio.
Essential Functions
Assist in monitoring a diversified portfolio of corporate banking transactions to ensure credit quality, covenant compliance, and risk-adjusted performance. Support quarterly covenant compliance tracking and leveraged loan reporting. Maintain portfolio tracking files, including balances, ratings, exposure levels, and key performance metrics. Review borrower financial statements, compliance certificates, and other reporting requirements. Identify potential early warning signals and escalate findings with thoughtful risk mitigation recommendations. Maintain organized credit files to ensure accuracy and regulatory compliance. Credit & Transaction Support
Support underwriting and analysis for amendments, waivers, refinancings, and restructurings. Assist in preparing credit memoranda and portfolio review presentations. Coordinate aspects of the loan closing process, ensuring documentation aligns with approved credit terms. Assist with legal documentation review in coordination with internal teams and external counsel. Analyze capital structures, syndicated loan terms, and project finance documentation. Client & Internal Collaboration
Work closely with Relationship Managers, Credit, and Treasury teams to support post-transaction processes. Participate in pipeline meetings and credit discussions, contributing portfolio insights. Assist with cross-sell coordination by identifying treasury and cash management opportunities within the portfolio. Strategic & Analytical Support
Prepare portfolio analytics and ad hoc analyses for senior management. Contribute to performance trend analysis and risk metric reporting. Support initiatives aimed at optimizing portfolio returns and improving risk-adjusted profitability. Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field. 1–3+ years of experience in Corporate Banking, Credit Analysis, Leveraged Finance, or Portfolio Management. Strong financial statement analysis and modeling skills. Working knowledge of syndicated loans, project finance, and middle-market credit structures. Proficiency in Excel and PowerPoint; familiarity with nCino is a plus. Strong organizational skills and attention to detail. Effective communication skills and ability to collaborate across business lines.
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Assist in monitoring a diversified portfolio of corporate banking transactions to ensure credit quality, covenant compliance, and risk-adjusted performance. Support quarterly covenant compliance tracking and leveraged loan reporting. Maintain portfolio tracking files, including balances, ratings, exposure levels, and key performance metrics. Review borrower financial statements, compliance certificates, and other reporting requirements. Identify potential early warning signals and escalate findings with thoughtful risk mitigation recommendations. Maintain organized credit files to ensure accuracy and regulatory compliance. Credit & Transaction Support
Support underwriting and analysis for amendments, waivers, refinancings, and restructurings. Assist in preparing credit memoranda and portfolio review presentations. Coordinate aspects of the loan closing process, ensuring documentation aligns with approved credit terms. Assist with legal documentation review in coordination with internal teams and external counsel. Analyze capital structures, syndicated loan terms, and project finance documentation. Client & Internal Collaboration
Work closely with Relationship Managers, Credit, and Treasury teams to support post-transaction processes. Participate in pipeline meetings and credit discussions, contributing portfolio insights. Assist with cross-sell coordination by identifying treasury and cash management opportunities within the portfolio. Strategic & Analytical Support
Prepare portfolio analytics and ad hoc analyses for senior management. Contribute to performance trend analysis and risk metric reporting. Support initiatives aimed at optimizing portfolio returns and improving risk-adjusted profitability. Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related field. 1–3+ years of experience in Corporate Banking, Credit Analysis, Leveraged Finance, or Portfolio Management. Strong financial statement analysis and modeling skills. Working knowledge of syndicated loans, project finance, and middle-market credit structures. Proficiency in Excel and PowerPoint; familiarity with nCino is a plus. Strong organizational skills and attention to detail. Effective communication skills and ability to collaborate across business lines.
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