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Assistant Vice President, Portfolio Manager - Lender Finance
Western Alliance Bank. Analyze, underwrite, and coordinate the closing of large corporate loans and structured products ($25mm+) .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Portfolio Management, including analyzing and underwriting large corporate loans and structured products. Proficient in Fixed Income investing and commercial credit, with strong analytical and communication skills to present findings to senior management.
Highest-signal resume keywords
Portfolio ManagementFixed Income InvestingCommercial CreditCredit Analyst TrainingCFA Progress
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan UnderwritingCredit Risk AnalysisPortfolio Performance AnalysisCollateral AssessmentLoan Structuring
Soft Skills
Advanced Communication SkillsProblem-Solving
Tools & Technologies
Excel
Certifications & Qualifications
CFA
Industry Keywords
Corporate LoansStructured ProductsLoan CommitteeBank Lending Policies
About the role
Key responsibilities & impact- Analyze, underwrite, and coordinate the closing of large corporate loans and structured products ($25mm+)
- Work with Directors and MDs to ensure credit risks are monitored and identified
- Gather and analyze information to present with Originators to Senior Management or Loan Committee for approval
- Analyze portfolio investment performance for buy/hold/sell recommendations
- Prepare portfolio scorecards and recommend marks on collateral
- Coordinate processing of approved loans according to agreements, customer needs, and Bank lending policies
- Assist in solving problems in the portfolio
- Handle underwriting, portfolio management, and upkeep tasks related to new loan requests and/or the portfolio
Requirements
What you’ll need- 4+ years of related experience in Portfolio Management or similar field
- Bachelor's degree or equivalent experience required
- Intermediate to advanced knowledge of Fixed Income investing
- Intermediate to advanced knowledge of commercial credit and loan structuring
- Credit analyst training completed
- Advanced speaking, Excel, and writing communication skills
- Progress toward or completion of CFA
Benefits
Comp & perks- Competitive salaries
- An ownership stake in the company
- Medical and dental insurance
- Time off
- 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program
- Opportunity to bolster business knowledge and gain hands-on experience to help grow your career
- May be eligible for annual bonus/incentives earned and restricted stock