Portfolio Manager

4 hours ago


Beverly Hills, California, United States Banc of California Full time
Job Title: Portfolio Analyst

Banc of California is seeking a skilled Portfolio Analyst to join our team. As a Portfolio Analyst, you will be responsible for monitoring the performance of borrowers, identifying deviations from expected performance, and raising credit concerns to the portfolio team.

Key Responsibilities:
  • Conduct financial analysis of credit and collateral of borrowers, with an emphasis on data collection and analysis.
  • Validate borrower compliance based on the Loan & Security Agreement.
  • Perform financial, operational, valuation, and transactional analyses.
  • Assist in underwriting modifications or renewals for borrowers, and help present deals to credit committee.
  • Complete borrower risk assessments.
  • Maintain data integrity in internal bank systems related to financials or other key information.
  • Produce internal deliverables.
  • Collaborate with management teams of portfolio companies to understand performance and financial needs.
  • Travel to client sites.
  • Perform other duties as assigned.
Requirements:
  • 1-2 years related experience or public accounting.
  • Bachelor's degree in Accounting, Finance, or Economics.
  • Preferred: Master's degree or higher.
  • Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements).
  • Ability to multi-task in a fast-paced environment.
  • Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses.
  • Strong interpersonal, writing, and oral communication skills.
  • Comfortable interacting directly with clients.
  • Above-average knowledge of MS Word and Excel.
  • Self-Starter.
  • Candidate must have great attention to detail.
Salary Range:

$59,000 - $80,106.00 USD; Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.



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