Portfolio Manager

East West Bank; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

An established industry player is seeking a Portfolio Manager for its Private Equity business. This role involves structuring, underwriting, and managing a diverse portfolio of loans while collaborating with various teams. The ideal candidate will possess extensive banking experience and demonstrate strong underwriting skills. With a consultative approach, you will handle a variety of borrower needs and ensure compliance with credit policies. This is a fantastic opportunity to make a significant impact in a dynamic environment that values expertise and innovation.

Benefits

Medical Insurance

Vision Insurance

401(k)

Qualifications

• 10+ years of banking experience with direct portfolio management.
• Strong understanding of credit policies and risk-rating loans.

Responsibilities

• Assist in underwriting and managing Fund Finance loans.
• Analyze financial data for loan requests and manage client relationships.

Skills

Underwriting Skills

Financial Analysis

Credit Policy Knowledge

Excel Proficiency

Education

Bachelor's Degree

Tools

Excel

Job description

Direct message the job poster from East West Bank

East West Bank is currently seeking a Portfolio Manager for our Private Equity business in the Eastern U.S. This individual will work with the Managing Director for the Eastern U.S. and other relationship team members in structuring, underwriting and managing a portfolio of loans within the Private Equity space. Main differentiating factor as seniority increases is the “consultative” approach this PM demonstrates when dealing with their clients and internal constituents. This position handles needs for a wide array of borrowers with different credit structures and depository requirements. Must have experience in underwriting loans within the Private Equity or Asset Management space.

Job Duties

• Assist Relationship Manager in underwriting, managing and structuring Fund Finance loans including capital call lines, management company lines, NAV facilities and hybrid facilities, according to the Bank established guidelines and policies.
• Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
• Co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests and recommend structure as well as aggressively managing the client relationship.
• May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and an appropriate structure of credits.
• Analyze and create financial loan write-ups to generate new loans.
• Assist in accurately risk rating loans/credits.
• Manage the renewal process by working with the Relationship Manager, the client and the credit department including increase/amendment/waiver.
• Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners
• Work with credit analysts in reviewing existing credits.
• Ongoing monitoring of credit/Covenant Compliance.
• Develop problem loan credit solutions.
• Responsible for credit risk and quality of the portfolio.
• Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
• Perform other administrative duties required for the maintenance of a portfolio of clients.
• Perform other duties and special projects as needed.

Qualification

• Bachelor's degree or combination of education and directly related experience.
• Has 10 plus years of banking experience with direct portfolio management experience.
• Demonstrates strong underwriting and projection skills.
• Has a strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits.
• Has strong knowledge in fund finance loans.
• Must be proficient in Excel for purposes of financial modeling.

Compensation

The base pay range for this position is USD $150,000.00/Yr. - USD $200,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Analyst

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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