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Description
Overview
Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
Responsibilities
Global Fund Banking Portfolio Management roles are responsible for managing all lending and credit aspects for both Venture Capital and Private Equity client relationships. Core responsibility is leading the due diligence process and deal structuring process, and then partnering with the Relationship Management team for the delivery and negotiation of credit products. PM Associates Conducts due diligence and engages in the structuring and delivery of new deals. Underwrites new loans, renewals, and credit actions related to modifications or changing risk. Supports overall lending process on new deals and modifications to existing deals, from underwriting through documentation and closing. Reviews information and communicates on clients' compliance status, changing level of risk and broader trends in portfolio. Utilizes critical thinking skills in supporting VP's and Directors/MD's on both recommendations and actions pertaining to pipeline and portfolio management. Completes underwriting and portfolio management with practices that meet SVB policies/procedures in terms of timeliness, completeness, consistency and accuracy. Handles client needs by interacting with appropriate internal and external stakeholders. Develops expertise in SVB's loan types and markets.
The role also provides an entry level opportunity where the candidate will have broad perspective across the division along with regular interaction across all the Fund Banking sales teams, Fund Banking operations, as well as multiple groups throughout SVB.
Qualifications
High School or GED with 2-5 years of experience in Portfolio Management or Bachelor's degree and one year of experience.
Preferred:
- Strong knowledge of credit analysis and accounting
- Able to contact established clients, under guidance from the Director/MD or Vice President, and have the ability to become responsible for all lending aspects related to a small group of client relationships.
- Excel in a dynamic environment
- Ability to lead simultaneous assignments and produce results in time-sensitive circumstances.
- Ability to take ownership of and drive processes, but also knows when to escalate or engage others
- Works collaboratively with internal and external partners
- Skilled at analyzing data to support and improve business decisions
