Financial Portfolio Consultant
2 weeks ago
Overview
Banc of California, Inc. is a prominent bank holding entity based in Los Angeles, operating through its wholly-owned banking subsidiary, Banc of California. The institution is recognized as a leading relationship-driven business bank, dedicated to delivering banking and treasury management solutions tailored for small to middle-market enterprises, as well as venture-backed companies. With a comprehensive suite of loan and deposit offerings, Banc of California serves clients through numerous full-service branches across California and select locations, in addition to providing advanced payment processing services via its subsidiary.
Job Summary
The role of the Portfolio Analyst encompasses the oversight of borrower performance, the identification of performance discrepancies, and the escalation of credit-related issues to the portfolio management team. The Portfolio Analyst is expected to gain insights into clients' operational performance and requirements, fostering robust working relationships both within the organization and with external stakeholders.
Key Responsibilities
+ Execute financial evaluations of borrowers' creditworthiness and collateral, emphasizing thorough data collection and analysis.
+ Ensure borrower adherence to the terms outlined in the Loan & Security Agreement.
+ Conduct comprehensive financial, operational, valuation, and transactional assessments.
+ Support the underwriting process for modifications or renewals, and assist in presenting proposals to the credit committee.
+ Complete detailed borrower risk evaluations.
+ Uphold data accuracy within internal banking systems concerning financial and other critical information.
+ Generate internal reports and deliverables.
+ Collaborate with management teams of portfolio companies to comprehend their performance and financial requirements.
+ Engage in travel to client locations as necessary.
+ Undertake additional responsibilities as assigned.
Banc of California is committed to fostering a diverse workforce and is an equal opportunity employer. All qualified candidates will be considered for employment without regard to various protected characteristics.
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, including profit and loss, balance sheets, and cash flow statements.
+ Ability to manage multiple tasks in a dynamic environment.
+ Strong analytical capabilities and resourcefulness for conducting in-depth industry and market evaluations.
+ 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 compensation will be determined based on the applicant's qualifications and market data.
Job Locations: US-CA-Beverly Hills
Category: Portfolio Management
Type: Regular Full-Time
Banc of California and its affiliates are dedicated to the principles of equal opportunity and diversity, striving to create a workplace culture where all employees feel valued and have equal access to career development opportunities.
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