Associate Portfolio Manager - Corporate Banking

OSG has partnered with a leading financial institution to identify an Associate Portfolio Manager to support a leading Corporate Banking team based in Miami, FL. This individual will play a key role in portfolio monitoring, credit analysis, and transaction execution across a diversified portfolio of corporate clients.This is an excellent opportunity for a junior banking professional to gain hands-on exposure to complex credit structures, portfolio management, and client-facing initiatives within a high-performing environment.Key Functions:Portfolio Monitoring & Risk SupportAssist in the ongoing monitoring of a diversified corporate banking portfolio, ensuring adherence to credit standards and risk guidelinesTrack financial performance, covenant compliance, and key credit metrics across assigned relationshipsSupport periodic portfolio reviews by identifying trends, risks, and potential early warning signalsMaintain accurate and up-to-date portfolio reporting, including exposure tracking, risk ratings, and internal reporting materialsEnsure credit files and documentation are complete, organized, and compliant with internal policies and regulatory standardsCredit & Transaction ExecutionSupport underwriting efforts for new transactions, amendments, renewals, and restructurings through financial analysis and risk assessmentAssist in preparing credit memoranda, financial models, and supporting documentation for internal approval processesCoordinate with internal teams to facilitate the loan closing process, ensuring accuracy and timely executionPartner with legal and compliance teams to support documentation review and executionClient & Internal CollaborationWork closely with Relationship Managers, Credit teams, and Product partners to support client needs and ongoing portfolio managementAssist in preparing materials for client meetings, internal discussions, and credit committeesProvide responsive support on client inquiries related to portfolio activity, reporting, and transactionsTreasury & Product SupportPartner with internal teams to support the implementation and maintenance of treasury and cash management solutionsMonitor client product usage and assist in identifying opportunities to enhance client engagementStrategic & Analytical SupportContribute to portfolio analytics and reporting to support decision-making and strategic initiativesAssist in ad hoc analyses, presentations, and projects for senior managementSupport efforts to improve portfolio performance and operational efficiencyQualificationsBachelor's degree in Finance, Economics, or related field1-3 years of experience in corporate banking, credit analysis, or related financial services roleExposure to corporate or middle market lending preferredProficiency in Excel and PowerPoint; familiarity with systems such as nCino is a plusStrong understanding of financial statements and basic credit principles

Created: 2026-05-09