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Portfolio Manager, Corporate Banking
Miami, FL
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Vale Group has partnered with a financial institution located in Miami, FL (near the Miami Int'l Airport) which is actively seeking an experienced Portfolio Manager – Corporate Banking to work onsite, offering $150,000–$170,000 annually, depending on experience. This role centers on managing a diverse corporate credit portfolio that includes syndicated facilities, mid-market lending structures, and project-finance transactions. The position is newly created within a growing Corporate Banking segment, offering direct exposure to a lean team and consistent interaction with senior leadership. The ideal professional will bring a strong credit foundation, exceptional organizational capability, and an ability to serve as a key liaison between clients and internal banking groups.


Requirements of the Portfolio Manager – Corporate Banking:

● Provide end-to-end oversight of a corporate loan portfolio, ensuring quality, compliance, and timely credit monitoring

● Perform recurring portfolio evaluations, track trends, assess risk indicators, and prepare detailed reports for leadership

● Support amendments, renewals, restructures, and related credit actions in partnership with internal teams

● Coordinate loan closings, documentation reviews, and communication with legal counsel and agent banks

● Participate in discussions with clients regarding post-execution activities and service-related needs

● Partner with treasury teams to identify working-capital, liquidity, and payment-solution opportunities

● Strong competency with financial modeling, portfolio analytics, and credit evaluation

● Bachelor’s degree in Finance, Economics, or a related discipline; advanced degree preferred

● Several years of experience in corporate banking, portfolio administration, or credit underwriting

● Familiarity with syndicated lending, mid-market deals, and project-finance structures

● Software knowledge such as Excel, PowerPoint, and preferably nCino


Responsibilities of the Portfolio Manager – Corporate Banking:

● Track performance metrics, credit ratings, covenant compliance, and key indicators for an active loan portfolio

● Prepare quarterly and ad-hoc presentations summarizing performance trends and strategic recommendations

● Maintain organized credit files and ensure adherence to internal standards and regulatory expectations

● Analyze complex deal structures and support underwriting-related activities as needed

● Serve as a point of contact for internal partners, external institutions, and client representatives

● Attend internal meetings to provide insights on current holdings and support new-deal execution

● Coordinate treasury product implementation and monitor usage across assigned clients

● Assist in developing portfolio strategies aimed at optimizing returns and improving risk-adjusted outcomes

● Support cross-sell or revenue-enhancement initiatives within the broader commercial banking team


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