Portfolio Management Analyst I- Global Fund Banking

Overview

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

At First Citizens Bank, we're committed to helping our clients achieve their ambitions, and we bring that same commitment to our associates. For more than 125 years, our relationship-based culture has created opportunities to build lasting connections, grow professionally and make a meaningful impact for our clients, communities and one another.

First Citizens Fund Banking, formerly SVB Global Fund Banking, is a premier fund finance partner to venture capital and private equity firms. With more than 40 years of experience, we deliver a comprehensive set of banking and lending solutions, valuable market insights, and curated industry connections to the most prestigious 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.

The 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.

Responsibilities & Qualifications

• Duties & Responsibilities: 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
• Position Specific Skills: Business analytical skills
• Communication (written and verbal)
• Adaptability
• Additional Information
• Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Responsibilities

• Duties & Responsibilities: 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
• Position Specific Skills: Business analytical skills
• Communication (written and verbal)
• Adaptability

Qualifications

• Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.