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Financial Analyst II

2 months ago

Santa Monica California, United States First Citizens Bank Full time

Overview:


This role operates in a hybrid environment, requiring regular engagement both within a corporate office and remotely.


First Citizens Bank, in collaboration with Silicon Valley Bank, combines the strength and reliability of a well-established financial institution with a personalized approach that adapts to the needs of our clients.

First Citizens Bank is dedicated to empowering personal, business, commercial, and wealth clients to achieve enduring financial success.

With its headquarters in Raleigh, N.C., First Citizens has cultivated a legacy of strength, stability, and forward-thinking that has endured through generations.

Offering a comprehensive suite of banking services, First Citizens operates over 550 branches across 23 states, providing exceptional commercial banking solutions, including lending, leasing, and other financial services nationwide.

As a top 20 U.S. financial institution, First Citizens BancShares, Inc. (NASDAQ: FCNCA) manages assets exceeding $200 billion.

SVB:
Be Part of a Unique Banking Experience

Engaging with the world's most innovative companies means making a significant impact.

Our clients are the trailblazers, leaders, and investors driving the global innovation economy. They are the enterprises behind groundbreaking medical advancements and the visionaries whose innovations could redefine everyday life.


They turn to SVB for our expertise, extensive network, and nearly four decades of experience in the sectors we serve, collaborating with diverse teams of dedicated SVB professionals committed to fostering an inclusive environment that supports their growth and success at every phase of their journey.

At SVB, we have the opportunity to expand our horizons and collectively make a difference by supporting the innovative clients and communities we serve. We take pride in our diverse clientele and equally inclusive organizational culture.

We actively encourage individuals with varied perspectives, work styles, and especially those historically underrepresented in technology and financial services, to consider joining us.


Responsibilities:
Key responsibilities encompass underwriting and executing new transactions, alongside portfolio management.

The team specializes in providing innovative leveraged capital solutions to private equity clients, facilitating their investments in the technology sector.

Essential Functions

Underwriting

Financial Modeling – develops projection models based on financial sponsor or internal assumptions, with comprehensive analysis of historical financial data.


Due Diligence – evaluates materials provided by target companies and sponsors, including historical financials, management presentations, and CIMs; reviews third-party documents such as Quality of Earnings and Recurring Revenue Reports; creates diligence request lists to address inquiries arising from the review of materials while identifying gaps in the provided information.

Prepares loan packages for approvals utilizing First Citizens' systems.

Employs analysis and independent judgment to formulate recommendations for VP/Directors.

Assists in steering the internal deal approval process alongside VP/Director.

Portfolio Management

Ensures timely and accurate reporting from portfolio companies.

Manages and creates credit files for internal compliance, regulatory reviews, and internal reporting.

Prepares documents and presentations for quarterly portfolio reviews and ad hoc internal assessments.

Conducts research and analysis as directed, including updating and maintaining portfolio analytics and credit statistics.

External Responsibilities

Engages in discussions with sponsors and management teams at portfolio companies.

Required Skills

Highly proficient in researching information and identifying trends and anomalies.

Extremely skilled at comprehending and interpreting requests.

Strong grasp of financial accounting with experience in financial modeling.

Highly organized with exceptional attention to detail.

Excellent at fostering strong, positive relationships with external clients and internal partners.


Outstanding communication skills, capable of conveying information clearly and concisely while adapting delivery to suit the audience and influencing decisions in the best interest of the client.

Professional, thorough, and organized with strong follow-up capabilities.

Excels in a collaborative environment and is proactive in responding to client needs.

Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to evolving demands and requirements.

Responds positively and promptly to constructive feedback.

Competencies

Intuitiveness

Analytical Ability/Fluency with Numbers

Critical Thinking

Time Management

Prioritization

Driven/Self-Motivated

Collaborative

Accountability

Qualifications:

Basic Requirements

  • 1+ years of relevant experience, with strong credit analysis and accounting skills.
  • Bachelor's degree or (HS Diploma or GED with 4 years of relevant experience).
Preferred Qualifications

  • 1+ years of experience in leveraged finance, investment banking, or commercial finance roles.
  • Bachelor's degree or equivalent required; formal credit training program preferred.