AVP, Lender Finance Portfolio Manager

Western Alliance Bank; New York (NY); On-site; USD 130,000 - 161,000; Full time

Benefits offered by this job

Annual bonus

Restricted stock

401k matching

Job summary

Western Alliance Bank in New York, NY seeks an Assistant Vice President, Portfolio Manager – Lender Finance to analyze, underwrite, and coordinate the closing of large corporate loans and structured products ($25mm+), working with Directors and MDs to monitor credit risk.

The role requires 4+ years in portfolio management, a Bachelor's, and strong knowledge of fixed income and commercial credit, with CFA progress encouraged; you’ll prepare scorecards, oversee loan processing, and contribute to a

Qualifications

• 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

• 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.

Skills

Advanced Excel

Fixed Income

Commercial Credit

Loan Structuring

CFA progress

Writing skills

Communication

Education

Bachelor's degree

Job description

Western Alliance Bank in New York, NY seeks an Assistant Vice President, Portfolio Manager – Lender Finance to analyze, underwrite, and coordinate the closing of large corporate loans and structured products ($25mm+), working with Directors and MDs to monitor credit risk.

The role requires 4+ years in portfolio management, a Bachelor's, and strong knowledge of fixed income and commercial credit, with CFA progress encouraged; you’ll prepare scorecards, oversee loan processing, and contribute to a