Portfolio Manager - Corporate Finance

Celtic Bank • Salt Lake City, UT • 18h ago

Our Corporate Finance group is seeking an experienced professional for the role of Portfolio Manager - Corporate Finance & Structured Investor Solutions. The Portfolio Manager will be responsible for underwriting and managing a portfolio of leveraged finance (cash flow) loans and investor facilities (such as NAV, Secondaries, and Participations). This role requires a high level of financial analysis skills, underwriting, and financial modeling. Experience with corporate finance and syndicated lending is preferred.

WHAT YOU'LL DO AT CELTIC BANK

Lead the credit analysis and underwriting process of leveraged finance loans, including due diligence, risk evaluation, and deal structuring for cash flow-based loan opportunities. The candidate will be responsible for preparing credit approval requests.

Manage a portfolio of leveraged finance loans, ensuring optimal performance and risk management. This will include monitoring reporting requirements and compliance with covenants, identifying trends and reporting any potential credit deterioration.

Collaborate with partners in operations (documentation/closing and servicing) to ensure consistency with the approved terms & conditions - acts as the first level escalation for issues with documentation/closing and servicing.

Maintain strong relationships with clients and stakeholders, providing excellent customer service and resolving any issues in a timely manner.

Collaborate with internal teams to streamline processes and improve portfolio performance.

Stay updated with market trends and regulatory changes to ensure the portfolio's alignment with industry standards and compliance.

Requirements

WHAT YOU'LL NEED TO DO IT

Bachelor's degree in Finance, Economics, or a related field. An MBA or equivalent is preferred.

Demonstrated experience underwriting leverage finance cash flow-based loan structures.

Strong understanding of financial statements, accounting principles, and credit analysis. Completion of a formal credit training program is preferred.

Minimum of 3 years of relevant experience in banking, specifically in underwriting and portfolio management of leveraged finance loans. Title may be Associate, AVP, or VP, commensurate with experience.

Strong knowledge of financial analysis, risk management, and loan structuring.

Excellent leadership and team management skills.

Strong communication and interpersonal skills.

Proficiency in financial modeling and related software.

Benefits

HOW YOU'LL BENEFIT

Medical, dental, vision

401(k) with employer match

Life and long-term disability coverage

HSA and FSA plans

Holidays and paid time off requests

Robust wellness program (we're talking catered meals three times a week, lunch and learns, and onsite gym!)

Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans.

Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws.

Physical and Other Requirements

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Stationary Work: The employee is frequently required to stand; walk; use hands to @type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.

Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.

Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English.

Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions.

Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office - department and job requirements will determine eligibility.

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