FVP, Portfolio Manager – Lead

Axos Bank

. Lead and manage a team of Portfolio Managers and Portfolio Associates supporting the Fund Finance portfolio .

Posted 10/14/2026full-timeMassachusetts • United StatesSenior💰 $205,000 - $230,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Fund Finance portfolio management, including risk assessment, credit quality monitoring, and regulatory compliance. Proven ability to lead teams, enhance processes, and communicate effectively with stakeholders.

Highest-signal resume keywords

Fund Finance ProductsPortfolio ManagementCredit Risk ManagementLeadership ExperienceRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial BankingCredit AnalysisLoan DocumentationCovenant MonitoringPortfolio AdministrationRisk Management PracticesData AnalysisProcess ImprovementPerformance ManagementFinancial Reporting

Soft Skills

CoachingMentoringProblem-SolvingDecision-MakingCommunication

Tools & Technologies

Commercial Banking SystemsReporting ToolsMicrosoft Office

Industry Keywords

Private EquityVenture CapitalAlternative Investment FundsCredit ProductsLoan Portfolio Management

About the role

Key responsibilities & impact

Lead and manage a team of Portfolio Managers and Portfolio Associates supporting the Fund Finance portfolio
Provide coaching, mentoring, performance management, and professional development to team members
Manage and maintain an individual portfolio of complex Fund Finance relationships
Monitor portfolio performance, credit quality, covenant compliance, collateral performance, and concentration limits
Identify emerging risks and develop strategies to mitigate potential credit deterioration
Review and approve portfolio reviews, annual reviews, modifications, renewals, amendments, and waiver requests
Ensure timely and accurate monitoring of borrowing base reports, financial statements, covenants, and other reporting requirements
Partner with Relationship Management and Underwriting teams on risk assessments, portfolio strategies, and client relationship management
Collaborate with Operations and Servicing teams to ensure effective loan administration and documentation management
Lead portfolio-related audits, examinations, and regulatory reviews while ensuring timely remediation of findings
Develop and enhance portfolio management processes, procedures, controls, and reporting capabilities
Analyze portfolio trends, industry developments, and concentration exposures and communicate findings to senior management
Prepare and present portfolio performance reporting, risk metrics, and management updates
Support new product, technology, and process improvement initiatives designed to enhance efficiency and scalability
Maintain strong loan file integrity and documentation standards
Promote a culture of accountability, risk awareness, collaboration, and continuous improvement

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field; MBA or other advanced degree preferred
8+ years of commercial banking, credit, portfolio management, or Fund Finance experience
3+ years of leadership or supervisory experience managing portfolio management or credit professionals
Strong knowledge of Fund Finance products, including subscription facilities, capital call lending structures, and related credit products
Experience supporting private equity, venture capital, private credit, or alternative investment fund clients
Demonstrated experience managing complex commercial loan portfolios and credit risk
Strong understanding of regulatory requirements, loan documentation, covenant monitoring, portfolio administration, and risk management practices
Experience leading audits, examinations, process improvement initiatives, or portfolio transformation efforts
Strong analytical, problem-solving, and decision-making skills
Exceptional written, verbal, and presentation communication skills
Proven ability to lead teams, manage competing priorities, and drive results in a fast-paced environment
Proficiency with commercial banking systems, reporting tools, and Microsoft Office applications
Successful completion of a credit check, criminal background check, and pre-employment drug screening, including marijuana screening
Employment eligibility verification through the U.S. Department of Homeland Security E-Verify program

Benefits

Comp & perks

Medical, Dental, Vision, and Life Insurance
Paid Sick Leave
3 weeks’ Vacation
Holidays (about 11 a year)
HSA or FSA account
Other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program
529 Savings Plan
Employee Mortgage Loan Program
Free access to an Axos Bank Account with Self-Directed Trading