Description

Robert Half is partnering with a leading financial services firm is seeking a talented and motivated Relationship Manager (Associate Director) to join our Portfolio team. This role is responsible for managing client relationships, ensuring sound credit structures, and mitigating credit risk through proactive portfolio management.

This is an exciting opportunity for a professional who enjoys analyzing high-growth companies, optimizing credit procedures, and contributing to a dynamic financial ecosystem.

Responsibilities

Lead executive-level conversations with clients, demonstrating a strong understanding of their business objectives, challenges, and financial health.

Oversee and manage day-to-day funding requests to ensure smooth operations.

Analyze portfolio performance, identify trends, and recommend strategic actions to maintain credit quality.

Manage renewals, annual reviews, and interim credit analyses to support a well-structured portfolio.

Review and execute amendment requests to accommodate evolving client needs.

Support a seamless transition for clients from Underwriting to Portfolio Management.

Develop and refine operational processes, policies, and procedures to enhance efficiency and scalability as the portfolio grows.

Requirements

Qualifications

5-8 years of experience in commercial banking or financial services.

Strong expertise in credit analysis, asset-based lending (ABL) structuring, and portfolio management.

Experience reviewing collateral reporting, borrowing bases, and other ABL-related financial materials.

High proficiency in financial statement analysis and Excel-based modeling.

Excellent interpersonal and relationship management skills with a client-centric approach.

Bachelor's degree in Finance, Accounting, Commercial Banking, or a related field.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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