Portfolio Manager for Global Fund Banking
19 hours ago
About the Role:
We are seeking an experienced Portfolio Manager to join our team in Boston, MA. As a key member of our Global Fund Banking group, you will be responsible for managing all lending and credit aspects for both Venture Capital and Private Equity client relationships.
Responsibilities:
- Lead the due diligence process and deal structuring process
- Partner with the Relationship Management team for the delivery and negotiation of credit products
- Own the underwriting, approval and closing process
- Maintain credit quality and profitability targets
- Engage with clients independently, building relationships with key client stakeholders
- Remain abreast of market, sector and competitive trends
- Develop and deliver insights and points of view on loan types and credit/performance trends
- Lead the structuring, underwriting, and closing of credit products for assigned prospects and clients
- Provide training to less experienced staff
Requirements:
- Bachelor's degree and 2 years of Portfolio Management experience or High School Diploma/GED and 6 years of experience
- Excellent credit analysis and portfolio management skills
- Strong negotiation skills, communication skills and ability to engage with clients effectively and independently
- Able to manage a portfolio of loans proactively and independently
- Ability to provide guidance to less experienced staff members
Compensation and Benefits:
The estimated salary for this role is $120,000 - $180,000 per year, depending on experience. First Citizens benefits programs are designed to meet our associates where they are in life, offering customized offerings including those designed to support families.
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