Assistant Vice President, Portfolio Manager
Western Alliance Bank•San Diego, CA
•$129,995 - $160,581•Onsite
About The Position
As Assistant Vice President, Portfolio Manager - Lender Finance you'll be responsible for analyzing, underwriting, and coordinating the closing of large corporate loans & structured products ($25mm+). The Portfolio Manager will work with Directors and MD’s to ensure credit risks are monitored and identified. Join a growing team of 20 with $10B of AUM.
Requirements
- 4+ years of related experience in Portfolio Management or similar field.
- Bachelor's degree or equivalent experience required.
- Intermediate to advanced knowledge of Fixed Income investing.
- Intermediate to advanced knowledge of commercial credit and loan structuring. Credit analyst training completed.
- Advanced speaking, excel and writing communication skills.
- Progress toward or completion of CFA
Responsibilities
- Gather and analyze necessary information to present along with Originators, to Senior Management or Loan Committee for approval.
- Analyze portfolio investment performance for buy/hold/sell recommendations
- Prepare portfolio scorecards and recommend marks on collateral
- Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; assist in solving problems in your portfolio.
- Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or portfolio.
Benefits
- competitive salaries
- an ownership stake in the company
- medical and dental insurance
- time off
- a great 401k matching program
- tuition assistance program
- an employee volunteer program
- a wellness program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
