Assistant Vice President, Portfolio Manager- Lender Finance

Western Alliance Bank • San Diego, CA

5d

About The Position

The Assistant Vice President, Portfolio Manager - Lender Finance is responsible for analyzing, underwriting, and coordinating the closing of large corporate loans and structured products of $25 million or more. The Portfolio Manager works with Directors and Managing Directors to monitor and identify credit risks. The role is part of a growing team of 20 with $10 billion in assets under management.

The position gathers and analyzes information for presentation with Originators to Senior Management or Loan Committee for approval. It also analyzes portfolio investment performance, prepares portfolio scorecards, recommends collateral marks, and coordinates processing of approved loans in accordance with agreements, customer needs, and Bank lending policies. The Portfolio Manager assists with portfolio problems and handles other underwriting, portfolio management, and upkeep tasks related to new loan requests and the portfolio.

Requirements

• At least 4 years of related experience in Portfolio Management or a similar field.
• Bachelor's degree or equivalent experience.
• Intermediate to advanced knowledge of fixed income investing.
• Intermediate to advanced knowledge of commercial credit and loan structuring.
• Completed credit analyst training.
• Advanced speaking, Excel, and writing communication skills.

Nice To Haves

• Progress toward or completion of the CFA.

Responsibilities

• Analyze, underwrite, and coordinate the closing of large corporate loans and structured products of $25 million or more.
• Work with Directors and Managing Directors to monitor and identify credit risks.
• Gather and analyze information for presentation with Originators to Senior Management or Loan Committee for approval.
• Analyze portfolio investment performance and make buy, hold, or sell recommendations.
• Prepare portfolio scorecards and recommend marks on collateral.
• Coordinate processing of approved loans, ensuring they adhere to the agreement, customer needs, and Bank lending policies.
• Assist in solving problems within the portfolio.
• Handle other underwriting, portfolio management, and upkeep tasks related to new loan requests and the portfolio.

Benefits

• Competitive salaries.
• Ownership stake in the company.
• Medical and dental insurance.
• Time off.
• 401(k) matching program.
• Tuition assistance program.
• Employee volunteer program.
• Wellness program.
• Annual bonus or incentives may be available.
• Restricted stock may be available.
• Opportunity to build business knowledge and gain hands-on experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior