Vice President, Portfolio Manager

Posted 14 Days Ago
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Atlanta, GA, USA
In-Office
Expert/Leader
Fintech • Payments • Financial Services
The Role
Lead surveillance and ongoing management of structured lending portfolios, including private credit, specialty finance, CLO, ABS, and ABL transactions. Monitor borrowing bases, covenants, collateral and coverage tests, payments, and system accuracy. Complete quarterly and annual credit reviews, assess risk-weighted assets, and support deal origination, underwriting, transaction modeling, risk management, and client relationships.
Summary Generated by Built In
Job Summary & Responsibilities
Job Summary:

The Portfolio Manager will lead ongoing management and surveillance of loan transactions within Structured Lending Atlanta (SLD ATL) — including credit facilities to private credit managers, specialty finance companies, and asset-backed lending transactions. The role sits within the Specialty Finance line of business and offers broad exposure to complex structured credit across the full deal lifecycle.


Job Duties and Responsibilities:

Portfolio Surveillance & Compliance

  • Collect and monitor borrowing base reports via direct submission and virtual data rooms — at minimum monthly and at every funding request
  • Ensure ongoing borrower compliance with all covenants, collateral quality tests, coverage tests, and borrowing base calculations
  • Confirm recurring monthly and quarterly interest payments are received and accurate
  • Ensure loan terms and structure align with Pinnacle's internal system of record

Reviews & Risk Assessment

  • Complete quarterly and annual credit reviews for each borrower
  • Perform quarterly risk-weighted asset (RWA) assessments for each loan in the portfolio

Origination & Deal Support

  • Assist SLD ATL with new deal origination, underwriting, and transaction modeling 
  • Support risk management, client management
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Preferred Qualifications
Minimum Education: Bachelor's degree in Business, Finance, or related field; 

Required Knowledge, Skills & Abilities: 
  • 5+ years in commercial credit, portfolio management/operations, or structured products at a commercial or investment bank
  • Direct experience originating, underwriting, or managing structured finance loans (CLOs, ABS, ABL financing)
  • Bachelor's degree in Finance or a related field
  • Strong written and verbal communication skills; comfortable interfacing directly with clients
  • Self-directed — able to manage a complex workload without micromanagement

Skills Required

  • Bachelor's degree in Business, Finance, or a related field
  • At least 10 years of credit portfolio management experience within financial services
  • At least 5 years of commercial credit, portfolio management or operations, or structured products experience at a commercial or investment bank
  • Direct experience originating, underwriting, or managing structured finance loans, including CLOs, ABS, or ABL financing
  • Strong written and verbal communication skills
  • Comfort interfacing directly with clients
  • Ability to manage a complex workload independently

Synovus Compensation & Benefits Highlights

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

  • Parental & Family Support Fully paid 12‑week parental and adoption leave is highlighted for eligible mothers and fathers, indicating strong support for family needs. This policy is repeatedly positioned as a standout element of the package.
  • Leave & Time Off Breadth PTO is available from the first day of service and scales with tenure, pointing to accessible and growing time‑off availability. Company materials indicate companywide PTO policies rather than ad‑hoc discretion.
  • Equity Value & Accessibility An employee stock purchase plan includes a 15% company match on contributions (up to a 7% cap by service), providing accessible equity participation beyond base pay. This feature is presented as a notable value‑add in the package.

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The Company
HQ: Columbus, Georgia
4,707 Employees
Year Founded: 1888

What We Do

Synovus is a full-service, top-performing mid-cap bank with over $57 billion in assets and $7.3 billion in capital and has been named one of Newsweek’s Most Trustworthy Companies. Our purpose is to enable people to reach their full potential, and we pursue that aspiration in all the communities we serve across the Southeast and beyond. Whether you’re a prospect, client, or team member, we know you have goals you want to reach. We’ll help you get there

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