Portfolio Manager for Global Fund Banking

19 hours ago


Boston, Massachusetts, United States First Citizens Bank Full time

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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