Portfolio Management Analyst- Global Fund Banking

First Citizens; Phoenix (AZ); Hybrid; USD 55,000 - 75,000; Full time

Job summary

First Citizens Bank is seeking a Global Fund Banking Portfolio Management Analyst I in Phoenix. This hybrid role involves managing risk controls for the lending portfolio and requires strong organizational and analytical skills. Candidates should have a Bachelor’s degree and some banking experience, demonstrating effective communication and adaptability in a dynamic environment.

Qualifications

• 1 year of professional office/banking experience or 2 years with High School diploma.
• Proficient in data analysis for reporting purposes.
• Ability to work independently and manage high volume tasks.

Responsibilities

• Execute risk management controls for the lending portfolio.
• Ensure borrower compliance for loan advances.
• Coordinate approval for requested draws from uncommitted balances.

Skills

Organizational skills

Analytical skills

Communication skills

Critical thinking

Adaptability

Education

Bachelor’s degree

High School diploma/GED

Tools

Microsoft Office

SharePoint Online

Job description

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office.

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Silicon Valley Bank’s Global Fund Banking (GFB) Team provides commercial banking services to venture capital and private equity firms. The Portfolio Management team is responsible for the timely and accurate processing of loan advances and paydowns as well as compliance reporting documentation review.

Responsibilities

The Global Fund Banking Portfolio Management Analyst I is responsible for executing risk management controls for the Global Fund Banking lending portfolio. Core responsibilities include ensuring borrower compliance and availability for straight-forward loan advances, timely tracking and review of expected statements from borrowers, and other loan maintenance tasks. Performs client outreach for advance and payment status updates and request clarifications. Coordinates approval from Senior Credit Officers for draws requested from uncommitted balances. Navigates a comprehensive set of procedures, accurately identifying and executing correct protocol for each situation. This role includes regular interaction with multiple Global Fund Banking teams as well as many other Business Partners throughout the bank.

Qualifications

Bachelor’s degree with 1 year of professional office/banking experience or High School diploma/GED with 2 years of experience

Preferred:

• Proficient with Microsoft Office with an emphasis in SharePoint Online - experience pulling and analyzing data for reporting purposes
• Proficient in navigating and applying procedural frameworks, able to escalate issues and follow-up appropriately
• Strong organization and analytical skills in addition to the ability to work independently
• Strong critical thinking, proactive and desire to collaborate with team
• Excellent written and verbal communication skills to engage with business partners, leadership and clients on email and phone
• Can develop strong working relationships with internal teams
• Strong ability to multi-task job functions on high volume days, attention to detail
• Adaptability in fast-paced, evolving environments