Portfolio Associate

Axos

San Diego, CA, United States
Base: $75,000.00pyr. - $100,000.00yr.; bonus/equit...
Credit risk management
Portfolio surveillance
Covenant tracking
The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio

Job Summary

  • The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio.
  • Responsibilities include portfolio surveillance, covenant tracking, loan review support, data integrity across systems, and coordination with Portfolio Managers, Credit, and Operations.
  • Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance, Paid Sick Leave, 3 weeks’ Vacation, and Holidays.

Matching Summary

The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio.

Salary

Base: $75,000.00/Yr. - $100,000.00Yr.; Bonus/Equity: 12.5% Annual Discretionary Cash Bonus Target, 12.5% Annual Discretionary Restricted Stock Units Bonus Target; Benefits: Medical, Dental, Vision, Life Insurance, Paid Sick Leave, Vacation, Holidays, 401(k) with match, 529 Savings Plan, Employee Mortgage Loan Program, Free Bank Account

Skills & Requirements

Must-have

  • Credit risk management
  • Portfolio surveillance
  • Covenant tracking
  • Financial statement analysis
  • Loan documentation

Nice-to-have

  • Technology-driven solutions
  • Dynamic and insightful innovators
  • Team coordination and communication

Key Requirements

  • 1-3+ years of experience
  • Bachelor's degree in Finance, Accounting, Economics
  • Strong Excel skills
  • Experience with credit systems (nCino, Moody’s, or similar) preferred
  • Must pass pre-employment checks

Work Rights

Not specified

Tailored Resume

Cover Letter