Senior Credit Portfolio Manager - Global Family Office

Location: Chicago, IL; office-based and onsite

Salary: $74,200–$126,200 USD per year, plus potential discretionary bonus.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage credit product risk and profitability across a portfolio of credit clients.
• Monitor loan performance, credit quality, covenant compliance, documentation deficiencies, and short margin reports.
• Conduct financial and credit analysis of statements, investment holdings, portfolios, liquidity, collateral support, repayment sources, and creditworthiness.
• Prepare and present written credit memoranda and support credit underwriting and approvals.
• Coordinate legal documentation, client financial statements, projections, pricing, and covenant structures with banking advisors and relationship managers.
• Travel to client locations as required, participate in virtual client meetings, and train or mentor less experienced colleagues.

Requirements

• 5–7 years of experience in financial and/or credit analysis.
• In-depth knowledge of finance, accounting, and investments.
• Knowledge of applicable industry laws and regulations related to credit risk.
• Strong analytical and communication skills for assessing credit risk and preparing presentations.
• Personal computer skills for preparing financial spreadsheets.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Internal career movement and development opportunities.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace and opportunities to support local communities through philanthropy.