[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Jefferies Financial jobs](https://jobs.opennash.com/companies/jefferies-financial/) · [Search jobs](/search/) Jefferies Financial · New York, NY # Credit Portfolio Management / Portfolio Associate New York, NY, United States $100,000 - 150,000 Finance & Accounting Listed on Jefferies Financial ’s official careers site. Posted August 27, 2026. Check that it is still open and apply there. [Apply on Jefferies Financial ’s careers site →](https://hdid.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/4784) [OpenNash Jobs](https://jobs.opennash.com/) / [Jefferies Financial ](https://jobs.opennash.com/companies/jefferies-financial/) / Credit Portfolio Management / Portfolio Associate ## Job description Jefferies Finance Portfolio Associate – Credit Risk & Portfolio Management Overview Seeking a Portfolio Associate to support the management and monitoring of a diversified portfolio of leveraged and corporate loan exposures. This individual will partner closely with Underwriting, Leveraged Finance, Capital Markets, and Relationship Management teams to evaluate credit performance, identify emerging risks, and support credit decision-making throughout the life of a transaction. The ideal candidate will have a strong foundation in credit analysis, financial statement analysis, and commercial lending, with experience monitoring non-investment grade companies. ### Responsibilities Portfolio Management & Credit Monitoring Monitor the ongoing credit performance of a portfolio of middle-market and large corporate borrowers. Analyze quarterly and annual financial results, operating trends, liquidity, leverage, and cash flow performance. Identify and escalate emerging credit risks, industry developments, and covenant compliance concerns. Maintain risk ratings and recommend changes based on evolving borrower fundamentals. Participate in annual reviews, portfolio reviews, watchlist discussions, and risk committee presentations. Financial Analysis Build and maintain detailed financial models. Perform cash flow, liquidity, leverage, and debt service coverage analysis. Conduct comparable company and capital structure analyses. Assess borrower repayment capacity and downside risk scenarios. Review management projections and variance-to-plan reporting. Credit & Transaction Support Evaluate amendments, waivers, covenant modifications, and restructuring requests. Review credit agreements, loan documents, security packages, and collateral reporting. Support underwriting efforts for new transactions, refinancings, and incremental financings. Assist in preparing credit memoranda and approval materials. Cross-Functional Partnership Partner with Leveraged Finance, Capital Markets, Industry Coverage, Research, Trading, and Legal teams. Present borrower updates and portfolio analysis to senior management. Collaborate with relationship managers and deal teams on ongoing client developments. ### Qualifications 2-5 years of experience in: Commercial Banking Corporate Banking Leveraged Finance Credit Risk Management Asset-Based Lending (ABL) Portfolio Management Experience analyzing non-investment grade and leveraged borrowers. Strong understanding of commercial loan structures and credit documentation. Familiarity with revolvers, term loans, ABL facilities, and covenant packages. Financial modeling and credit underwriting experience. Formal Credit Training Program preferred. Bachelor's degree in Finance, Accounting, Economics, or related field. ### Preferred Skills Advanced Excel and financial modeling skills. Strong accounting and financial statement analysis capabilities. Familiarity with Bloomberg, Capital IQ, FactSet, or similar platforms. Excellent analytical, communication, and presentation skills. Ability to manage multiple priorities in a fast-paced environment. New York, NY Full Time Base Salary Range of $100,000 - 150,000. #LI-DNI ## At a glance - Posted by the employer: Aug 27, 2026 - First seen by OpenNash: Oct 12, 2026 - Last checked: Oct 19, 2026 - Listed for: 53 days - Location: New York, NY, United States - Pay: $100,000 - 150,000[Apply on Jefferies Financial ’s careers site →](https://hdid.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/4784) ## More jobs at Jefferies Financial ### [Accounting Vice President](https://jobs.opennash.com/companies/jefferies-financial/jobs/3306953b8959eb4cce46/) New York, NY, United States ### [Equity Finance Quantitative Strategist — VP/SVP](https://jobs.opennash.com/companies/jefferies-financial/jobs/d3662cc26f4deafea41d/) New York, NY, United States ### [Investment Banking Analyst - FIG, Banks](https://jobs.opennash.com/companies/jefferies-financial/jobs/1350544b57aca3e9dbcd/) New York, NY, United States ### [Investment Banking Analyst / Associate - Israel](https://jobs.opennash.com/companies/jefferies-financial/jobs/3a465100c6418c6872ec/) New York, NY, United States ### [Investment Banking Analyst – Strategic Finance and Shareholder Engagement & Activism Advisory](https://jobs.opennash.com/companies/jefferies-financial/jobs/8a71c7ae0b98429df811/) New York, NY, United States ## Similar jobs at other companies ### [Wealth Management, Institutional Investment Solutions Multi-Asset Portfolio Manager, US Wealth Management](https://jobs.opennash.com/companies/jpmorganchase/jobs/5a9e636a87e192cde6ee/) JPMorganChase · New York, NY, United States ### [Asset Management - Investment Grade Credit Portfolio Manager - Executive Director](https://jobs.opennash.com/companies/jpmorganchase/jobs/91d2cb93ad920e116f65/) JPMorganChase · New York, NY, United States ### [Corporate Banking Director, Portfolio Management](https://jobs.opennash.com/companies/huntington-bank/jobs/e7261cc5140f9f0a56f8/) Huntington Bank · Columbus, OH ### [Portfolio Management Analyst - Investment Strategy](https://jobs.opennash.com/companies/aegon/jobs/42a40132af3a70e68543/) Aegon · Cedar Rapids, Iowa ### [Associate Director - Diversified Industries, Portfolio Management](https://jobs.opennash.com/companies/huntington-bank/jobs/f1e99f45e7ba1ec7e7bf/) Huntington Bank · Columbus, OH OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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