Portfolio Management Lead

3 days ago


Los Angeles, California, United States CFA Institute Full time

Company Overview
CFA Institute is a leading organization in the field of financial services, offering a unique opportunity for professionals to excel in their careers. Our company culture values innovation, collaboration, and growth, making it an ideal place for individuals who want to make a meaningful impact.

Salary
The estimated salary for this role is $165,000 per year, with opportunities for variable incentives, bonuses, and other benefits based on individual performance and market conditions.

Job Description
This hybrid role offers the perfect blend of office and remote work, allowing you to manage, maintain, and control a portfolio of larger, more complex client relationships while enjoying the flexibility of working from home several days a week. As a Portfolio Management Lead, you will be responsible for analyzing and monitoring clients' financial and collateral performance, implementing controls and checks & balances, and ensuring compliance with First Citizens and CIT Policies and Procedures.

Responsibilities
- Analyze and monitor clients' financial and collateral performance
- Implement and maintain a system of controls and checks & balances
- Ensure portfolio compliance with First Citizens and CIT Policies and Procedures
- Coordinate with area operations and audit staff to ensure accurate, current, and complete client information
- Cultivate and manage relationships with borrowers and referral sources
- Review and analyze interim and fiscal year-end financial statements and client projections
- Prepare comprehensive credit analysis reports
- Visit and communicate with clients as necessary

Required Skills and Qualifications
To be successful in this role, you will need:
- 6 years of experience in Financial Services or 10 years with High School Diploma or GED
- Bachelor's Degree in Business, Accounting, Finance, Economics, or related field (or any degree with relevant professional experience)
- Commercial Banking, Factoring, Asset Based Lending, Collateral Management, and Financial Analysis experience preferred

Benefits
As a full-time associate at CFA Institute, you can expect a comprehensive benefits program that meets your needs, including customized offerings designed to support your family, however defined. Benefits include health insurance, retirement plans, paid time off, and professional development opportunities.

Others
Please note that the actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards outlined in the offer of employment. You can find more information about our benefits offerings on our website: https://jobs.firstcitizens.com/benefits.


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