ATG Partners
Featured Search Asset-Based Lending
Featured Evergreen Search

ABL Portfolio Manager / Field Examiner

A combined portfolio management and field examination role at a non-bank lender — overseeing a diverse asset-based lending portfolio while performing on-site collateral inspections and risk assessment.

Location
New York, NY
Company
Confidential Client
Experience
2+ years
Compensation
Competitive

The Opportunity

ATG's client is seeking an experienced ABL professional to oversee a diverse asset-based lending portfolio while also performing field examination work. The role combines two functions that are typically siloed — giving the right candidate exposure to the full lifecycle of an ABL relationship, from collateral verification through portfolio risk monitoring.

The ideal candidate has a strong working knowledge of asset-based lending mechanics, collateral analysis, and field examination procedures, and is comfortable moving between desk-based portfolio analytics and on-site borrower visits.

Core Responsibilities

  • —Portfolio management. Oversee a diverse portfolio of asset-based loans, monitoring performance and ensuring compliance with loan agreements. Conduct regular portfolio reviews focused on borrower financial health and risk.
  • —Field examination. Perform on-site examinations to assess asset quality, operational practices, and covenant compliance. Verify the existence and condition of inventory, receivables, and other collateral.
  • —Risk assessment. Identify and mitigate portfolio risks, recommending remediation strategies. Monitor industry trends and macro conditions that may impact borrower performance or collateral values.
  • —Reporting. Prepare detailed performance, risk exposure, and field examination reports for senior management and the investment committee.
  • —Collaboration. Work closely with underwriting and credit teams to share portfolio insights and inform renewal, modification, and restructuring decisions.
  • —Client interaction. Build and maintain strong borrower relationships, addressing concerns directly and providing guidance on financial management and loan compliance.
  • —Process improvement. Continuously refine portfolio management and field examination processes, applying ABL and risk management best practices.

Experience & Qualifications

  • —Education. Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • —Experience. Minimum of 2+ years in asset-based lending, portfolio management, or field examination.
  • —Technical depth. Strong understanding of financial analysis, risk assessment, and collateral valuation. Proficient in financial modeling and lending software.
  • —Communication. Excellent analytical, written, and verbal communication skills. Detail-oriented approach to documentation and reporting.
  • —Mobility. Ability to travel for field examinations and client meetings.
  • —Background fit. Experience in a family office or non-bank lending environment is strongly preferred.

Benefits

  • —Competitive base salary with performance-based bonus structure.
  • —Comprehensive health, dental, and retirement benefits.
  • —Hybrid work arrangement.

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FAQ

Questions about this search

How to apply, how confidentiality works, and how companies can hire for a similar role.

For job seekers
How do I find finance and accounting jobs through a specialist recruiter?
A specialist recruiter surfaces roles that are never posted publicly. ATG Partners recruits across accounting, finance, ABL, and private equity and works with candidates confidentially at no cost — submit your resume to be considered for current and future searches.
How do I apply for this role?
Submit your resume through the apply link on this page. It routes directly to ATG and is reviewed personally by the partner — not filtered through an automated system.
Is my application confidential?
Yes. Your information is kept strictly confidential and is never shared with the hiring company without your consent.
What if I’m a strong fit but the details don’t match exactly?
Apply or submit your resume anyway. If this specific role isn’t the right fit, being on file means we can reach out when a closer match opens — and new searches open regularly.
For companies
How do I hire a finance or accounting professional through a specialist recruiter?
A specialist recruiter reaches qualified, often passive candidates a job posting never will. ATG Partners recruits across accounting, finance, ABL, and private equity — contact us to discuss a role and we will recommend the right engagement model.
We need to hire for a similar role — can ATG help?
Yes. If you’re building a comparable role, contact ATG to discuss it. We’ll recommend the right engagement model and begin a targeted search across our finance network.