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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Seeking an experienced Credit Analyst/Portfolio Manager to underwrite and actively engage with Broadly Syndicated Loans (BSL) CLO Managers. The role spans full lifecycle ownership— pre-purchase due diligence through approval, closing, and ongoing monitoring—while partnering with internal risk teams, operations, and trading to optimize risk adjusted returns and meet portfolio objectives. The Credit Analyst/Portfolio Manager will build and maintain robust financial models, evaluate refis, resets, paydowns, monthly surveillance, quarterly reporting, manager relationship, size positions relative to risk appetite, and proactively manage credits through market cycles. Success requires deep knowledge of credit documentation, syndicated market dynamics, and portfolio risk management.

Please note - to be considered for this role, candidates must be able to work in the following Truist office location 5 days per week:

• Charlotte, NC - 214 North Tryon Street

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  
1.    Support senior management in making sound investment decisions in achieving objectives
2.    Conduct timely and reliable trade execution for the Bank’s Investment Portfolio under the direction of the Senior Investment Portfolio Manager
3.    Work independently to develop investment ideas, integrate market and economic data into decision making
4.    Manage and continue to build relationships with our Wall Street counterparties 
5.    Drive communications by bringing a real time market perspective to other team members, further aligning opportunities in the market with portfolio objectives    
6.    Supports and works closely with Community Reinvestment Act (CRA) department to invest capital    
7.    Continuously broaden and deepen expertise in fixed income asset classes appropriate for banking and depository institutions.
8.    Monitor markets – rates, monetary / fiscal policy, dealer research, mortgage / credit / economic trends
9.    Read and analyze published financial information and dealer research that is applicable
10.    Perform other analytical activities and perform other duties as assigned

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    Bachelor’s degree in Business, Accounting, Finance or Economics 
2.    3+ years of trading fixed income securities with emphasis in Agency MBS    
3.    5+ years of Capital markets experience with portfolio management preferred  
4.    Ability to prioritize and manage multiple responsibilities under pressure 
5    Knowledgeable of current/upcoming regulatory rules
6    Strong understanding of mortgage analytics
7    Proficient with MS Excel and other MS Office applications
8    Proficient with Bloomberg/TOMs, Trade Web and other operation systems 
9    Excellent communication skills and ability to articulate complex materials to a diverse audience 
10   Ability to operate effectively in a team environment and a desire to work on a wide range of projects

Preferred Qualifications:  
1.    Masters of Business Administration (MB