Portfolio Mgmt Analyst I

Portfolio Mgmt Analyst I

Silicon Valley Bank | Boston, MA, 02297, US
Salary Range:$90,000 – $129,000 Salary range estimated by Zippia

Posted 10 days ago

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When you work with the world's most innovative companies, you know you're making a difference.

Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.

Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.


The Global Fund Banking Portfolio Management Analyst is responsible for the timely and accurate processing of all client loan funding and payment requests, including reviewing requests for borrowings and approving disbursement of bank funds. The Analyst will work closely with loan operations to ensure timely processing, will be responsible for diagnosing and ensuring adequate resolution of any issues that arise in the funding process. Responsibility for cross-referencing and ticking and tying compliance spreadsheet to advance requests to ensure compliance was received. Analyst will also be asked to complete ad-hoc projects, including managing a pipeline of deals and communicate with 3rd parties.  

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.   


  • Analyst will be responsible for the timely and accurate processing of all client loan funding and payment requests, including reviewing requests for borrowings and approving disbursement of bank funds. This task involves checking to ensure compliance packages are received, and if not, coordinating with the deal team for delivery of compliance packages.
  • Manage deal pipeline of participated loans and communicate with operations and 3rd parties to ensure fundings are received on time.

  • Assist inbusiness-relatedresearch requests, including quarterly projects and other one-off projects / data gathering efforts for the business.

  • Make final decisions regarding approving or escalating advances including compliance status.
  • Engage with internal Portfolio Management team when a borrower is marked as “out of compliance”

  • MS Office proficiency and experience pulling and analyzing data for reporting purposes preferred
  • An ability to escalate issues and follow-up appropriately.

  • The candidate will possess strong organization and analytical skills in addition to the ability to work independently

  • Strong critical thinking, proactive and desire to collaborate with team
  • Candidate must have strong communication skills to engage with business partners, leadership and clients on email and phone. .

  • Bachelor’s degree preferred.(Prior SVB experience is a plus)

  • One year of office professional experience


    $46,474.00 - $87,138.00

    Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.

    SVB benefit programs are designed to meet our employees where they are in life. SVBers may enroll in core benefits programs, plus take advantage of customized perks and offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here.

    © 2022 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB ).


    Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.

    Silicon Valley Bank UK Limited is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK (Company Number 12546585). Silicon Valley Bank UK Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority (Firm Reference Number 543146). Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.