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Portfolio Manager

axosbank.com

FVP, Portfolio Manager LeadThe FVP, Portfolio Manager Lead will oversee and manage a team responsible for the ongoing monitoring, risk assessment, and performance of a portfolio of non-real estate lender finance clients. This role is critical in ensuring credit quality, compliance with internal policies, and alignment with strategic objectives. The ideal candidate will have deep expertise in structured finance, asset-backed lending, and lender finance transactions, with strong leadership and analytical skills.Responsibilities:Lead the management of a diverse portfolio of non-real estate lender finance clients, including specialty finance companies, consumer lending platforms, and other non-bank financial institutionsEnsure timely and accurate risk monitoring, covenant compliance, and performance reportingConduct in-depth credit analysis and stress testing on underlying collateral and borrower performanceIdentify emerging risks and recommend proactive mitigation strategies.Act as a mentor for the portfolio management team, fostering a culture of accountability and continuous improvementAllocate resources effectively to meet portfolio objectives and deadlinesServe as a key point of contact for clients regarding portfolio performance and risk-related mattersCultivate long-term client relationships and identify product cross-sell opportunitiesCollaborate with credit, underwriting, and syndications teams to support new transactions and amendmentsEnsure adherence to regulatory requirements, internal credit policies, and audit standardsPrepare and present portfolio reviews to senior management and risk committeesQualifications:Bachelor's degree in Finance, Accounting, Business, or related field; MBA or formal credit training preferred15+ years in commercial lending, structured finance, or portfolio management, with a focus on non-real estate lender financeProven leadership experience managing teams and complex portfoliosStrong analytical and quantitative skills, including proficiency in financial modeling and risk assessmentExcellent communication, negotiation, and relationship management skillsFamiliarity with regulatory frameworks and capital marketsExperience managing syndicated credit facilities in an administrative agent roleAxos Employee Benefits May Include:Medical, Dental, Vision, and Life InsurancePaid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)HSA or FSA account and other voluntary benefits401(k) Retirement Saving Plan with Employer Match Program and 529 Savings PlanEmployee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed TradingAxos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Vacancy posted 1 day ago
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