Portfolio Associate

221

Base: $75,000.00pyr - $100,000.00pyr; bonus/equity...
Bachelor's degree in finance or related field
1-3+ years experience in portfolio management
Strong knowledge of financial statements and credit agreements
The role supports ongoing credit risk management and monitoring of a leveraged finance loan portfolio within the Non-Real Estate Lender Finance division

Job Summary

  • The role supports ongoing credit risk management and monitoring of a leveraged finance loan portfolio within the Non-Real Estate Lender Finance division.
  • Employees are eligible for an annual discretionary cash bonus target of 12.5% and restricted stock units bonus target of 12.5% based on performance goals.
  • Axos Bank offers comprehensive benefits including medical, dental, vision, life insurance, paid time off, and a 401(k) retirement plan with employer match.

Matching Summary

The role supports ongoing credit risk management and monitoring of a leveraged finance loan portfolio within the Non-Real Estate Lender Finance division.

Salary

Base: $75,000.00/Yr - $100,000.00/Yr; Bonus/Equity: Annual Discretionary Cash Bonus Target 12.5%; RSU Bonus Target 12.5%; Benefits: Medical, Dental, Vision, Life Insurance, 401(k) Match

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or related field
  • 1-3+ years experience in portfolio management
  • Strong knowledge of financial statements and credit agreements
  • Proficiency in Excel and credit systems like nCino
  • Ability to track covenant compliance and escalations

Nice-to-have

  • Experience with Moody's or similar credit systems
  • Strong organizational skills and attention to detail
  • Ability to manage multiple deadlines effectively
  • Knowledge of regulatory expectations in banking

Key Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 1–3+ years of experience in portfolio management, credit analysis, or commercial lending
  • Pass pre-employment background check, credit check, and drug screening

Work Rights

Not specified

Tailored Resume

Cover Letter