Portfolio Management Analyst I- Global Fund Banking

First Citizens Bank•Phoenix, AZ

1d•Hybrid

About The Position

The Portfolio Management Analyst I executes risk management controls for First Citizens Fund Banking’s Global Fund Banking lending portfolio. The role supports borrower compliance and availability for straightforward loan advances, tracks and reviews expected borrower statements, and performs other loan maintenance tasks. It includes client outreach to obtain advance and payment status updates and clarify requests, as well as coordinating Senior Credit Officer approval for draws requested from uncommitted balances. The analyst follows a comprehensive set of procedures, identifies and applies the correct protocol for each situation, and regularly interacts with Global Fund Banking teams and other bank business partners. This is a hybrid role, with work regularly taking place inside and outside the Phoenix office. The Portfolio Management team is responsible for timely and accurate processing of loan advances and paydowns and review of compliance reporting documentation.

Requirements

Bachelor’s degree and 1 year of professional office or banking experience, or a high school diploma/GED and 2 years of experience.
Strong organization and analytical skills, with the ability to work independently.
Strong critical thinking and a proactive, collaborative approach.
Excellent written and verbal communication skills for engaging with business partners, leadership, and clients by email and phone.
Ability to develop strong working relationships with internal teams.
Ability to multitask during high-volume days and maintain attention to detail.
Adaptability in fast-paced, evolving environments.
Business analytical skills.
Written and verbal communication skills.
Adaptability.

Nice To Haves

Proficiency with Microsoft Office, particularly SharePoint Online.
Experience pulling and analyzing data for reporting purposes.
Proficiency navigating and applying procedural frameworks, escalating issues, and following up appropriately.

Responsibilities

Execute risk management controls for the Global Fund Banking lending portfolio.
Ensure borrower compliance and availability for straightforward loan advances.
Track and review expected borrower statements in a timely manner.
Perform loan maintenance tasks.
Contact clients for advance and payment status updates and clarification of requests.
Coordinate Senior Credit Officer approval for draws from uncommitted balances.
Apply the correct procedures and protocols for each situation.
Interact with Global Fund Banking teams and other bank business partners.