Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Management Analyst I- Global Fund Banking

First Citizens Bank

Portfolio Management Analyst IThis 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.Duties & Responsibilities:Bachelor's degree with 1 year of professional office/banking experience or High School diploma/GED with 2 years of experiencePreferred:Proficient with Microsoft Office with an emphasis in SharePoint Online - experience pulling and analyzing data for reporting purposesProficient in navigating and applying procedural frameworks, able to escalate issues and follow-up appropriatelyStrong organization and analytical skills in addition to the ability to work independentlyStrong critical thinking, proactive and desire to collaborate with teamExcellent written and verbal communication skills to engage with business partners, leadership and clients on email and phoneCan develop strong working relationships with internal teamsStrong ability to multi-task job functions on high volume days, attention to detailAdaptability in fast-paced, evolving environmentsPosition Specific Skills:Business analytical skillsCommunication (written and verbal)AdaptabilityBenefits 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.

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Management Analyst I- Global Fund Banking in Phoenix, AZ vacancy
  •  ...recapitalizations, strategic partnerships, fund formation, and private equity and venture...  ...for admission. Dorsey & Whitney is a global law firm with over 650 lawyers across 22...  ...worldwide across diverse industries such as banking & financial institutions, development & infrastructure... 
    Suggested
    Worldwide

    Dorsey & Whitney

    Phoenix, AZ
    3 days ago
  • The Global Technology division manages the critical systems and platforms that form the backbone of the company...  ...in areas such as mobile and online banking, payments processing, technology...  ...anywhere. Our Global Technology Summer Analyst Program provide you with a unique... 
    Suggested
    Full time
    Summer work
    Internship
    Summer internship
    Work at office
    Visa sponsorship

    Bank of America

    Phoenix, AZ
    3 days ago
  •  ...Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.The firm are a global...  ...with internal groups such as asset management and accounting to support deal executionConduct... 
    Suggested

    Macdonald & Company

    Phoenix, AZ
    4 days ago
  •  ...Overview Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their...  ...clients and answers inquiries regarding their investments. Risk Management - Ensures compliance throughout activities with all applicable... 
    Suggested

    First Citizens

    Phoenix, AZ
    3 days ago
  •  ...Compri Consulting is seeking a Banking Analyst for a remote 4-month contract. Candidates should have a strong background in banking operations...  .... This role emphasizes accuracy in financial transaction management and proficiency in Microsoft Office, particularly Excel and... 
    Suggested
    Contract work
    Work at office
    Remote work

    Compri Consulting

    Phoenix, AZ
    4 days ago
  •  ...stops evolving, and neither do we. MidFirst Bank’s National Healthcare Lending team is...  ...sound credit principles with the ability to fund complex transactions ranging from large-...  ...independently while collaborating with management.Written & Verbal Communication SkillsUtilize... 
    Full time
    Immediate start

    MidFirst Bank

    Phoenix, AZ
    1 day ago
  • Job Title:2027 Commercial Banking Development Program - Credit Analyst - Phoenix, AZ - Public, Non Profit, & Affordable...  ...primarily responsible to spread, manage and maintain financial background...  ...expand access to affordable housing, fund essential public infrastructure,... 
    Full time

    Western Alliance Bancorporation

    Phoenix, AZ
    1 day ago
  • Job Title: Banking Operations Business Analyst Location: CityScape What you’ll do: As a Banking Operations Business Analyst you’ll support Enterprise...  ...subject matter experts, business leadership, project management, IT partners and vendor partners. You’ll also support... 

    Western Alliance Bank

    Phoenix, AZ
    1 day ago
  •  ...Digital Banking Operations Analyst, Phoenix, AZ Agility 360 is seeking a Digital Banking Operations Analystto support our large banking client...  ...product subject matter experts, business leadership, project management, IT partners, and vendor partners to support successful... 
    Bank staff
    Weekend work

    Agility 360

    Phoenix, AZ
    5 days ago
  • $120k

     ...Workday functional areas: Procurement and Suppliers, Expense Management, Banking and Settlement, Financial Accounting (General Ledger and...  ...solutions especially Excel, PowerPoint. Experience with global systems deployment. Experience with Six Sigma, Agile, and... 
    Temporary work
    For contractors
    Remote work

    Ipas

    Phoenix, AZ
    4 days ago
  • $75k - $85k

     ...Senior Financial Analyst - RemoteThe Senior Financial Analyst will provide financial and...  ...analytical support to Senior Financial Management, Group Logistics Managers, and Logistics...  ...will never ask for any form of payment or banking details and will never solicit personal... 
    Full time
    Remote work

    Ryder

    Phoenix, AZ
    4 days ago
  • Western Alliance Bank in CityScape, Phoenix seeks a Banking Operations Business Analyst to support enterprise initiatives in payments and digital spaces. You’ll translate business needs into clear requirements, lead testing with SME teams, and drive process improvements... 

    Western Alliance Bancorporation

    Phoenix, AZ
    1 day ago
  •  ...selling your current one. Orchard customers manage the entire experience through a...  ...management meetings and interact with lending and banking to increase capture rate. Prepare...  ...Experience, Brokerage, Contract Operations, and Funding to promptly troubleshoot and resolve any... 
    Full time
    Contract work

    Orchard Robotics

    Phoenix, AZ
    4 days ago
  •  ...Business Development Manager - Global Brand Partnerships Location: Remote (Western USA) InVue...  ...Business Development Manager owns a portfolio of named brand accounts from the Global...  ...Pursue brands that run their own stores, fund fixtures in retailers, or launch pop up... 
    Remote work

    InVue

    Phoenix, AZ
    2 days ago
  •  ...Business AnalystExperience with digital banking (Mandatory) and Q2 Online Banking would...  ...supporting the platform.As a Principal Analyst I, supporting Digital Banking solutions,...  ...standardsDemonstrated experience with problem and incident management processes, including leading Root Cause... 
    Full time

    AceStack LLC

    Phoenix, AZ
    2 days ago
  • $90k - $105k

     ...Large Ticket - Credit Analyst - Equipment Finance - RemoteAltius...  ...General commercial lending, banking, consumer finance, accounts receivable...  ...the ability to independently manage assigned transactions while...  ..., and commercial credit or portfolio management systems.Ability to... 
    Remote work

    Altius Search Group

    Phoenix, AZ
    2 days ago
  •  ...Berkadia is seeking a Real Estate Analyst - Deal Management to support the national GSE production team and assist in growing the firm’s national mortgage banking production. The role involves financial analysis, structuring multifamily mortgages, and collaborating with... 

    Berkadia

    Phoenix, AZ
    4 days ago
  • $116.6k - $174.3k

    Job Description: At Bank of America, we are guided by a common purpose to help make financial...  ...executives to present program benefits, manage contracts, and coordinate approvals...  ...Demonstrated ability to successfully manage a portfolio of clients and drive engagement. Proven... 
    Contract work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Phoenix, AZ
    1 day ago
  •  ...Business Banking Specialist (Banking Representative)NBAZ is looking for an experienced Business Banking Specialist...  ...with you!Essential Functions:Responsible for contacting, managing and growing existing, non-portfolio, business relationships at one or more branches.... 
    Work experience placement
    Monday to Friday
    Flexible hours

    National Bank of Arizona

    Phoenix, AZ
    5 days ago
  •  ...Western Alliance Bank is launching the 2027 Commercial Banking Development Program in Phoenix, AZ, focusing on credit analysis and...  ...financial analysis, and credit studies for lending officers and senior management. The ideal candidate will have strong analytical and... 

    Western Alliance Bank

    Phoenix, AZ
    4 days ago
  • Western Alliance Bank is seeking a Banking Operations Business Analyst to support enterprise initiatives in payments and digital space. You will act as a Functional SME, defining requirements, coordinating testing, and driving process improvements across regulatory and... 

    Western Alliance Bank

    Phoenix, AZ
    1 day ago
  •  ...Bank of America is seeking a skilled professional to handle moderately complex legal documents and subpoenas for civil and criminal matters. You will interpret, research, and respond with compliance to state and federal laws, maintaining caseload and meeting deadlines... 
    Work at office

    Bank of America

    Phoenix, AZ
    3 days ago
  •  ...within J.P. Morgan’s U.S. Private Bank. If you have an...  ...families on building, preserving and managing their wealth. You will use your...  ...investments, including Hedge Funds, Private Equity and Real Estate...  ...diverse talents they bring to our global workforce are directly linked... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    Phoenix, AZ
    4 days ago
  •  ...SwitchThink Solutions is seeking a Business Systems Analyst II in Phoenix, AZ for a hybrid role. You will partner with product managers, stakeholders, and development teams to...  ...gathering requirements for commercial banking, lending, and treasury management, creating... 

    SwitchThink Solutions

    Phoenix, AZ
    3 days ago
  •  ...Western Alliance Bank in Phoenix is seeking a Credit Analyst for its 2027 Commercial Banking Development Program within Specialized Mortgage Services. You will analyze financials, manage spreads, and prepare credit reports for Loan Officers and executives, supporting cross... 

    Western Alliance Bank

    Phoenix, AZ
    4 days ago
  • $21.12 - $26.4 per hour

     ...pipeline of consumer loans and deposit accounts that they will manage through funding. Individuals in this role will partner closely with other...  ...by providing Credit Union solutions/relationship banking. Gather the necessary stipulations to see the loan application... 
    Work at office

    OneAZ Credit Union

    Phoenix, AZ
    5 days ago
  • $27.16 - $36.66 per hour

     ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection...  ...Business Banking Relationship Advisor (responsibilities): Manages a team-based portfolio of clients and leverages in-depth knowledge of clients... 
    Hourly pay
    Work experience placement
    Work at office
    Shift work
    Day shift

    Bank of America

    Phoenix, AZ
    4 days ago
  •  ...accounting activities for a portfolio of commercial real estate entities...  ...entities, and is comfortable managing deadlines in a fast-paced...  ...property entities. Monitor banking activity and verify deposits,...  ...payments, and incoming funds. Post checks, wire transfers... 
    Full time
    Work at office

    The Finders

    Phoenix, AZ
    15 hours ago
  •  ...of loan closing packages and fund disbursements. Business Loan Support...  ...statements, tax returns, and bank records. Verify collateral and...  ...x Get notified about new Loan Analyst jobs in Phoenix, AZ . Phoenix,...  ...week ago Collateral Analyst I-Global Fund Banking Chandler, AZ $65,... 
    Contract work
    Work at office

    Phaxis

    Phoenix, AZ
    1 day ago
  •  ...Solutions, supporting Desert Financial Credit Union, seeks a Business Systems Analyst II in Phoenix. You will translate business needs into functional specs, designs, and testable outcomes for core banking solutions. Hybrid work model with collaboration across product,... 

    Desert Financial Credit Union

    Phoenix, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Management Analyst I- Global Fund Banking. Be the first to apply!