Investment Portfolio Analyst
2 weeks ago
Overview
Banc of California, Inc. (NYSE: BANC) operates as a prominent bank holding company based in Los Angeles, featuring a wholly-owned banking subsidiary, Banc of California. The institution stands out as a leading relationship-focused business bank, dedicated to delivering comprehensive banking and treasury management solutions tailored for small, middle-market, and venture-backed enterprises. With over 70 full-service branches across California and additional locations in Denver, Colorado, and Durham, North Carolina, Banc of California also provides extensive payment processing services through its subsidiary, Deepstack Technologies. The bank is committed to enhancing local communities by supporting initiatives that promote financial literacy, job training, small business assistance, and affordable housing.
Job Summary
The role of the Portfolio Analyst encompasses the ongoing assessment of borrower performance, identification of performance discrepancies, and escalation of credit-related issues to the portfolio management team. The Portfolio Analyst is expected to develop a deep understanding of clients' operational performance and requirements, fostering robust relationships both internally and externally.
Responsibilities
+ Execute financial evaluations of borrower creditworthiness and collateral, emphasizing data collection and analysis.
+ Ensure borrower adherence to the Loan & Security Agreement.
+ Conduct financial, operational, valuation, and transactional assessments.
+ Support the underwriting process for modifications or renewals and assist in presenting proposals to the credit committee.
+ Complete comprehensive borrower risk evaluations.
+ Uphold data accuracy within internal banking systems regarding financial and other critical information.
+ Generate internal reports and deliverables.
+ Collaborate with management teams of portfolio companies to grasp their performance and financial requirements.
+ Travel to client locations as necessary.
+ Undertake additional responsibilities as assigned.
Banc of California is an equal opportunity employer dedicated to fostering a diverse workforce. All qualified candidates will be considered for employment without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military and veteran status, national origin, race, sex, gender identity, gender expression, and sexual orientation. For those requiring reasonable accommodations during the application process, please reach out to the Talent Acquisition Partner.
Qualifications
+ 1-2 years of relevant experience or public accounting background.
+ Bachelor's degree in Accounting, Finance, or Economics.
+ Preferred: Master's degree or higher.
+ Proficient in analyzing financial statements (profit and loss, balance sheet, and cash flow statements).
+ Ability to manage multiple tasks in a dynamic environment.
+ Strong analytical capabilities and resourcefulness essential for conducting in-depth industry and market analyses.
+ Excellent interpersonal, written, and verbal communication skills.
+ Comfortable engaging directly with clients.
+ Above-average proficiency in MS Word and Excel.
+ Self-motivated with a keen attention to detail.
Salary Range: $59,000 - $80,106.00 USD; final salary will be determined based on the applicant's education, experience, knowledge, skills, and abilities, as well as internal equity and market data.
Job Locations: US-CA-Beverly Hills
Category: Portfolio Management
Type: Regular Full-Time
Banc of California and its affiliates are fully committed to the principles of equal opportunity and diversity, striving to cultivate a workplace culture where all employees feel valued and respected, with equal access to career and development opportunities.
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