Back to search results

Portfolio Management Officer I

Boston, Massachusetts;

Job Description:

The PMO is responsible for assisting in the underwriting and monitoring of Asset Based credit transactions, primarily to existing clients with significant guidance from Senior PMO and ABPS team members. The PMO works on renewals/extensions, new exposures of existing and prospective clients and loan modifications (covenant waivers, amendments). The PMO also participates in the internal credit approval process and reviews and assists in the preparation of Term Sheets. The PMO reviews loan documentation and participates in the closing process including coordinating with Credit Services and involvement in documentation/closing discussions. The PMO acts as a general market resource at the discretion of the CPM for maintenance and monitoring responsibilities on a mix of credit relationships both complex and straight forward and performs such tasks as independently preparing and approving Financial Account Summary reports and under direction of credit team, make recommendations that mitigate risks or remedy exceptions. They deliver financial, industry, economic and other analysis to facilitate decision making, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements. They report to the Credit Products Manager (CPM) and partner closely with ABPSs and Credit Products Analysts (CPA).

General Qualifications:

  • BS/BA degree
  • 2-3 years’ experience at the Analyst or Associate level
  • General understanding of financial analysis, structuring and underwriting
  • Strong communication and solid analytical/technical skills.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 10% of the time


Talent Acquisition Contact:

Referral Bonus: