Vice President, Portfolio Manager (Structured Lending)
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.
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
WHAT WE'RE LOOKING FOR
Action-oriented and detail-driven — moves quickly on ambiguous problems without waiting for perfect information
High energy and appetite for challenging work; seizes more opportunities than most
Customer-focused — builds trust with internal and external stakeholders by understanding their needs and delivering
Strong multi-tasker who manages time and priorities proactively
Clear, concise communicator who adapts their message to different audiences