Specialty & Syndicated Portfolio Associate

The Specialty and Syndicated Portfolio Associate manages portfolio administration activities for complex lending relationships. Interprets transaction structures, operationalizes deal terms, administers covenant frameworks, and serves as a key coordination point among stakeholders to ensure accurate execution and ongoing portfolio management.

Key Responsibilities and Duties

Owns execution and ongoing portfolio management activities for assigned relationships.

Interprets and operationalizes complex deal structures across systems, processes, and workflows.

Manages covenant frameworks, including monitoring, reporting, compliance tracking, and exception management.

Partners directly with Production, Credit, Legal, Risk, and Servicing teams to ensure accurate execution.

Supports regulatory and compliance requirements related to structured transactions.

Identifies risks, inconsistencies, and structural concerns and drives resolution.

Serves as a subject matter resource for complex portfolio administration activities.

Minimum Qualifications

Strong attention to detail with the ability to manage large datasets and reporting processes.

Proven stakeholder management experience, including the ability to communicate complex information clearly.

Advanced Excel proficiency with the ability to analyze data, create reports, and identify trends.

Preferred Qualifications

Experience analyzing structured finance, asset-based lending, lender finance, or commercial credit products.

Strong financial analysis and data management skills.

Understanding of borrowing base mechanics, collateral monitoring, and credit facility structures.

Experience working with Snowflake and utilizing data warehouse environments for reporting and analytics.

Role Specific Work Experience

3+ Years Required; 5+ Years Preferred

Educational Requirements

University (Degree) Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 7IC