VP, Portfolio Manager Lead

Axos Bank

Target Range: $180,000.00/Yr. - $205,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

This is a commission eligible role.

About This Job

The VP, Portfolio Manager Lead - Fund Finance is responsible for leading a team of Portfolio Managers and Analysts supporting a portfolio of fund finance relationships, including subscription credit facilities, NAV-based lending, hybrid facilities, and other financing solutions provided to private investment funds. This role oversees portfolio performance, credit quality, risk management, covenant compliance, borrowing base monitoring, and ongoing sponsor relationship management while ensuring adherence to the Bank's credit policies and regulatory requirements.

The VP, Portfolio Manager Lead serves as a strategic partner to Originations, Underwriting, Credit Administration, Operations, Legal, and senior leadership to support portfolio growth, maintain strong asset quality, and deliver exceptional service to fund sponsors and institutional investors. This position plays a critical role in balancing prudent risk management with business development objectives in a dynamic and specialized fund finance environment.

Responsibilities:

• Lead, mentor, and develop Portfolio Managers and Credit Analysts supporting fund finance relationships
• Oversee portfolio performance, credit quality, risk ratings, covenant compliance, borrowing bases, and overall portfolio health
• Review fund financial reporting, investor concentrations, capital commitments, and portfolio performance to identify emerging risks
• Serve as the primary escalation point for credit concerns, covenant breaches, portfolio exceptions, and problem credits
• Ensure timely completion of annual reviews, renewals, amendments, waivers, and periodic risk assessments
• Partner with Originations, Underwriting, Credit Administration, Operations, and Legal to support new transactions and existing relationships
• Approve credit memoranda, risk-rating recommendations, amendments, and portfolio management decisions within delegated authority
• Monitor portfolio concentrations, industry trends, sponsor performance, and market risks
• Participate in credit committees, regulatory examinations, audits, and policy initiatives
• Drive consistency in portfolio management practices, risk oversight, reporting, and underwriting standards across the platform
• Implement process improvements, management reporting, and performance metrics to enhance efficiency and portfolio oversight
• Support strategic growth initiatives while maintaining disciplined credit risk management and strong asset quality

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field
• 6+ years of experience in commercial banking, fund finance, portfolio management, credit underwriting, or credit risk management
• 2+ years of leadership or team management experience
• Strong knowledge of fund finance structures, including subscription credit facilities, NAV lending, borrowing bases, covenants, and credit documentation
• Experience analyzing private investment funds, sponsor-backed transactions, investor capital commitments, and portfolio performance
• Strong financial analysis, risk assessment, and problem-solving skills with the ability to identify emerging credit risks
• Proven ability to lead teams, collaborate across business functions, and communicate effectively with internal and external stakeholders
• Proficiency in Microsoft Office and portfolio management systems
• Formal credit training and prior fund finance experience preferred

Axos Employee Benefits May Include:

• Medical, Dental, Vision, and Life Insurance

• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)

• HSA or FSA account and other voluntary benefits

• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan

• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)