First Citizens BancShares

Full-service bank offering loans and investments

Portfolio Management Analyst 1-Global Fund Banking

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-timePhoenix, AZ, USANo salary listed

About the Job

Requirements

A bachelor's degree and 1 year of professional office or banking experience, or a high school diploma/GED and 2 years of experience.
Proficiency with Microsoft Office, especially SharePoint Online, and experience pulling and analyzing data for reporting purposes are preferred.
Ability to navigate and apply procedural frameworks, escalate issues, and follow up appropriately is preferred.
Strong organizational, analytical, critical-thinking, and independent-working abilities are preferred.
Strong written and verbal communication skills for engaging business partners, leadership, and clients by email and phone are preferred.
Ability to develop effective working relationships with internal teams is preferred.
Ability to multitask on high-volume days and maintain attention to detail is preferred.
Adaptability in fast-paced, evolving environments is preferred.
Business analytical skills, written and verbal communication, and adaptability are identified as position-specific skills.

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 other loan-maintenance tasks.
Contact clients for advance and payment status updates and clarification requests.
Coordinate Senior Credit Officer approval for draws requested from uncommitted balances.
Navigate procedures and identify and execute the correct protocol for each situation.
Interact regularly with Global Fund Banking teams and other business partners throughout the bank.

Desired Qualifications

Proficiency with Microsoft Office, especially SharePoint Online, and experience pulling and analyzing data for reporting purposes.
Ability to navigate and apply procedural frameworks, escalate issues, and follow up appropriately.
Strong organizational, analytical, critical-thinking, and independent-working abilities.
Strong written and verbal communication skills for engaging business partners, leadership, and clients by email and phone.
Ability to develop effective working relationships with internal teams.
Ability to multitask on high-volume days and maintain attention to detail.
Adaptability in fast-paced, evolving environments.

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.

About the Company

First Citizens BancShares

Full-service bank offering loans and investments

First Citizens BancShares operates First Citizens Bank, offering a full range of financial services for individuals and businesses. Its products include checking and savings accounts, credit cards, mortgages and auto loans, personal loans, online and mobile banking, wealth management and investment services, insurance, and small business banking. The core product set is accessed via online and mobile platforms, branch networks, and ATM access, with features like online statements, bill pay, direct deposit, and rewards programs. The bank positions itself through a broad suite of banking and financial services tailored to different customer segments such as personal, business, and wealth customers, emphasizing integrated banking experience and customer support. Overall, the goal is to help customers manage money, borrow for major needs (homes, vehicles, education), invest for future goals, and protect their financial security through a range of financial products and advisory services.

Company size: 10,001+
Company stage: IPO
Headquarters: Raleigh, NC
Founded: 1898

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