Summary

The portfolio manager owns a portfolio of Corporate Leverage client accounts, overseeing client relationships, credit reviews, and risk monitoring. The role also provides line management, coaching, and development for commercial loans officers and analysts.

Responsibilities

• Manage a portfolio of corporate leverage client accounts
• Review client accounts, forecasts, budgets, and reporting
• Analyse financial trends and identify portfolio risks
• Prepare credit reviews and present findings to committees
• Maintain board-level client and adviser relationships
• Coach and appraise commercial loans officers and analysts
• Lead process improvements and change initiatives