Senior Portfolio Manager - Specialty Finance

Posted Yesterday
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2 Locations
In-Office
Senior level
Financial Services
The Role
Manages specialty finance portfolios and supports relationship development for asset-based and cash-flow lending clients. Responsibilities include evaluating transaction risks, recommending credit structures, preparing credit memos, leading underwriting and due diligence, overseeing legal documentation, monitoring portfolio performance, coordinating with Relationship Managers and Credit Analysts, and mentoring junior associates. The role also identifies cross-sell opportunities and maintains credit quality and servicing standards.
Summary Generated by Built In

Summary

The Specialty Finance team is a dedicated national lending group focused on providing highly monitored asset-based, tailored debt capital solutions to non-bank financial services companies across a wide variety of asset classes in addition to cash flow-based lending for middle market companies across a wide variety of industries.

 

The Specialty Finance Portfolio Manager (PM) is a critical member of the Deal Team responsible for contributing to the development of profitable relationships through proactively managing portfolios by identifying trends and alerting management to changes in portfolio economic conditions.

 

Key Responsibilities Include

  • Actively collaborates with Relationship Managers (RM) to call on current and potential clients to understand their capital needs; Identifies cross-sell opportunities.

  • Screens opportunities, provides guidance on risk rating, evaluates transaction risks and mitigants, recommends proper credit structures, and prepares thoughtful credit memos while ensuring alignment with the Bank’s risk appetite.

  • Partners with Credit Analysts (CA) and RM to lead the credit analysis, due diligence, underwriting, structuring, and ongoing portfolio management activities of relationships.

  • Serves as a trusted partner to and interfaces with Credit as a primary point of contact.

  • Oversight of legal documentation and post-approval diligence requirements.

  • Maintains the timely engagement of all parties while properly delegating analysis components to the CA.

  • Maintains satisfactory portfolio management metrics and ensures credit quality and servicing timeliness are pristine.

  • Provide ongoing feedback, coaching, and mentoring to junior associates of the team.

 

Qualifications Include

  • Bachelor's Degree with 6-8 years of relevant credit/work experience required.

  • Desire to thrive in a team environment with an independent self-starting attitude.

  • Ability to effectively manage multiple workstreams while maintaining high attention to detail and quality diligence.

  • Intellectual curiosity to sharpen skill set coupled with effective communication and presentation skills, demonstrating deep knowledge and understanding of the portfolio.

  • Commitment to quality in a results-oriented environment while maintaining trust of all stakeholders.

  • Advanced credit competence, relationship building skills, a teachable spirit, and goal oriented.

  • Willingness to occasionally travel for client meetings, trade shows, field exams, etc.

 

About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. 

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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Skills Required

  • Bachelor's degree
  • 6-8 years of relevant credit or work experience
  • Advanced credit competence
  • Ability to manage multiple workstreams with strong attention to detail and diligence
  • Effective communication and presentation skills
  • Relationship-building skills
  • Ability to work independently and collaboratively in a team environment
  • Willingness to occasionally travel for client meetings, trade shows, and field exams

First Horizon Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Horizon Bank and has not been reviewed or approved by First Horizon Bank.

  • Retirement Support — Retirement offerings include a 401(k) plan with company matching contributions up to 6% of pre-tax income, alongside FSA/HSA options and a defined benefit pension plan. Stock purchase and equity programs (including options and RSUs) also add to longer-term wealth-building opportunities for eligible employees.
  • Parental & Family Support — Parental leave is available for childbirth, adoption, foster parenting, or surrogacy, and adoption reimbursement is included in the package. These family-building benefits broaden support beyond traditional maternity/paternity leave structures.
  • Wellbeing & Lifestyle Benefits — Wellbeing support includes an internal wellness program, an employee assistance program, and access to a digital wellness platform. Group life insurance and disability coverage (including no-cost options) strengthen financial protection and day-to-day support.

First Horizon Bank Insights

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The Company
HQ: Memphis, TN
6,494 Employees
Year Founded: 1864

What We Do

When we opened our doors in 1864 on North Court Street in Memphis, we had a simple mission: to provide the best service to our customers, one opportunity at a time. In the 150 years that followed, our communities transformed and expanded. We’ve seen our business and banking in general grow and adapt to the changing needs of customers through the years. But one thing that will always remain constant is our commitment to financial integrity and to helping our customers take good care of their money.

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