Investment Securities Portfolio Credit Manager
Truist Financial, Charlotte, North Carolina, United States, 28245
Investment Securities Portfolio Credit Manager - Charlotte, NC
Company:
Truist Financial Location:
Charlotte, NC Employment Type:
Full Time Date Posted:
02/19/2026
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.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Please note - 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
Support senior management in making sound investment decisions in achieving objectives
Conduct timely and reliable trade execution for the Banks 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
Bachelors 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 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 (buyside or sellside).
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, Moodys/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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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.
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Truist Financial Location:
Charlotte, NC Employment Type:
Full Time Date Posted:
02/19/2026
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.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Please note - 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
Support senior management in making sound investment decisions in achieving objectives
Conduct timely and reliable trade execution for the Banks 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
Bachelors 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 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 (buyside or sellside).
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, Moodys/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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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
#J-18808-Ljbffr