Middle Market Portfolio Manager Wholesale Credit Delivery Sponsor and Leveraged Finance
Listed on 2026-05-28
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Finance & Banking
Risk Manager/Analyst, Corporate Finance
Middle Market Portfolio Manager
The Middle Market Portfolio Manager ("PM") is responsible for the independent underwriting, structuring, and ongoing portfolio management of complex, sponsor owned and leveraged middle market credit relationships typically via bilateral and left lead executions. This role supports moderately complex originations and manages existing relationships involving acquisition financing, recapitalizations, refinancings, upsizes, amendments, and waivers, often with layered capital structures and heightened execution risk.
Activity is focused on complex credit relationships across the general Middle Market C&I landscape, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). The PM serves as a credit subject matter expert and first line of defense, providing credible challenge to business partners, leading credit structuring and documentation discussions, and ensuring that risk is appropriately identified, mitigated, monitored, and communicated throughout the life of the relationship.
Provides independent, in-depth analysis of financial statements, projections and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products, including legal documentation impact and negotiation. Is accountable for the risk evaluation and associated regulatory compliance requirements.
Accountable for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
Expands client relationships through consistent and direct client calling efforts. In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria.
Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to TCCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the PM organization.
Expected to manage these tasks by utilizing assigned Associates and Analysts. Mentors and coaches junior PMs, Associates and Analysts including annual performance review process for Analysts and Associates.
Teammates in this role are charged with providing independent current and forward-looking risk view on clients within the assigned clients/prospects and portfolio. They…
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