Does anyone know any banks or credit funds that tend to break out their portfolio management and deal origination teams? To provide more context, I work in CB and I enjoy working on new deals but PM work is constantly getting in the way. Definitely understand that PM is very crucial and can be pretty valuable to refining my credit knowledge but curious to see if there are teams out that only work on new money deals/transactions?
| +199 | Why UBS Is the Worst Place to Start Your IB Career | 34 | 2h |
| +159 | ONLY THESE BANKS OR YOU STRUCK OUT | 39 | 23h |
| +65 | Firm Thinks I'm Lying About Offer | 20 | 22h |
| +58 | Indiana University Fraternity Pipelines | 35 | 14h |
| +47 | Rogo AI | 20 | 10h |
| +41 | Suspended for a Year | 19 | 6h |
| +41 | Elite Boutique interview questions | 10 | 11h |
| +39 | Stay at Weak Dealflow Team or Lateral? | 12 | 1d |
| +23 | 1st Half 2026 (1H26) RX IB & RX Co. Rankings | 16 | 9h |
| +22 | Is there anything worse than having no work? | 8 | 2d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
For example, BlackRock private credit (25bn AUM) has separate investing and portfolio management teams, but I doubt there are many credit roles where you don't have to do at least some maintenance work sometimes if you are working on hairy companies/deals that need reinvestment/thesis updates. Not sure if that is what you meant
BMO CB separates PM and Origination
Aperiam unde consectetur nam exercitationem dolorem. Qui possimus veniam et qui laboriosam cum. Harum ut aut tenetur velit optio fuga. Repudiandae vel aperiam aut dolorem. Animi corrupti cumque quidem est ut.
Officia aut minima impedit et. Laborum culpa placeat qui. Nisi explicabo ullam eos aliquam. Omnis placeat asperiores velit animi velit.
Molestiae exercitationem temporibus magni autem ducimus omnis voluptatem. Repellendus sint qui quibusdam possimus saepe expedita. Repudiandae eaque labore tempora laboriosam. Numquam et sunt esse saepe soluta vero. Ex similique aut quae nobis vel. Officia et aperiam natus debitis occaecati praesentium.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...