Huntington Bancshares - Columbus, OH
posted 2 months ago
Full-time - Mid Level
Columbus, OH
1-10 employees
Management of Companies and Enterprises
About the position
The Associate, Portfolio Management - Lender Finance at Huntington Bank is responsible for supporting underwriting new transactions and managing the existing portfolio of transactions. This role involves collaborating with internal partners to drive growth in revenue and assets for the bank through structured transactions, while ensuring a scalable and well-managed business. The Associate will perform financial analysis and assist in preparing underwriting documents for complex credit requests.
Responsibilities
- Review financial statements, projection models, project cash flow models, and other relevant data to develop an analytical foundation for credit decisions.
- Conduct ongoing portfolio maintenance, including covenant compliance monitoring, spreading financials, risk ratings, and quarterly risk reviews.
- Assist in the analysis and preparation for new deals.
- Conduct research using various resources and distill key themes into concise summaries for presentations.
- Manage periodic fundings for transactions in the assigned portfolio and prepare tear sheets for risk reviews.
- Participate in due diligence meetings.
- Perform other duties as assigned.
Requirements
- Bachelor's degree in Finance, Accounting, or Economics, or experience in a similar role within Huntington Bank or another financial institution.
- Minimum of 3 years of progressive experience in credit analyst/portfolio management.
Nice-to-haves
- High level of professionalism.
- Highly motivated with a desire and ability to excel in a team or individual work environment.
- Proficiency using Microsoft Word and Excel.
- Strong written and verbal communication skills.
- Formal credit training program is a plus.
- Experience with Financial Modeling is considered a plus.
