Vice President, Portfolio Manager

United States·Overton (fl05) - Ga341 - AtlantaNormalexecutive

Project & Program ManagementPortfolio Manager

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Requirements Summary

Bachelor's degree in Business, Finance, or related field; Required Knowledge, Skills & Abilities: 5+ years in commercial credit, portfolio management/operations,

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Project & Program ManagementPortfolio Manager

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:

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

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

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.

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