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Portfolio Manager

1 month ago


Étreux, Hauts-de-France, United States Banc of California Full time
Job Title: Portfolio Analyst

Banc of California is seeking a skilled Portfolio Analyst to join our Venture Banking team. As a Portfolio Analyst, you will play a critical role in monitoring the performance of borrowers, identifying potential credit risks, and collaborating with clients to drive business growth.

Key Responsibilities:
  • Conduct financial analysis of credit and collateral to ensure compliance with loan agreements
  • Validate borrower compliance and monitor credit risk status
  • Perform financial, operational, and transactional analyses to inform credit decisions
  • Assist in underwriting modifications or renewals for borrowers and prepare deals for credit committee review
  • Complete borrower risk assessments and ensure regulatory compliance
  • Process loan transactions promptly and accurately, responding to borrower requests
  • Maintain data integrity in internal bank systems
  • Produce internal deliverables and collaborate with management teams to understand borrower performance and financial needs
Requirements:
  • 1-3 years of experience in banking, public accounting, financial services, or a related field
  • Bachelor's degree in Business, Accounting, Finance, Economics, or a related field
  • Strong analytical and interpersonal skills, with ability to communicate complex financial information to clients
  • Resourcefulness in problem-solving and completing in-depth industry and market analyses
  • Excellent time management and prioritization skills, with ability to balance multiple tasks in a fast-paced environment
  • Above-average knowledge of MS Word and Excel
What We Offer:

Banc of California is an equal opportunity employer committed to creating a diverse workforce. We offer a competitive salary range of $49,106.00 USD, with final salary determined by education, experience, and internal equity.