VP, Senior Portfolio Manager - TMT
First Citizens Bank, Morristown, TN, United States
Overview
This is a hybrid role, with the expectation that work time will regularly take place inside and outside of a company office based in Morristown, New Jersey.
Responsibilities
The VP, Sr Portfolio Manager – TMT is responsible for the management of investments in the Technology, Media, & Telecom (TMT) loan portfolio, managing the financial risk and return through ongoing monitoring, reporting, risk management, and structuring of investments.
Portfolio Strategy – Develops and implements TMT investment policies; analyzes data, research, and market trends to meet client borrowing needs; ensures compliance with policies, standards and procedures; may assist senior leadership with initiatives that support wider strategic objectives.
Portfolio Management – Engages in all aspects of portfolio management, including quarterly reporting, annual company reviews, legal documentation, and deal closing; identifies key risks and analyzes quarterly trends.
Qualifications
Required: Bachelor's Degree and 6 years of experience in Credit Analysis and Credit Underwriting of Portfolio Management, or High School Diploma or GED and 10 years of experience in Credit Analysis and Credit Underwriting of Portfolio Management.
Preferred: Bachelors degree in either Business, Finance, or Economics.
Completion of a formal credit training program.
TMT (Technology, Media, Telecom) and/or Leverage Lending experience.
Benefits The base pay for this position is generally between $145,000.00 and $185,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards, and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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Responsibilities
The VP, Sr Portfolio Manager – TMT is responsible for the management of investments in the Technology, Media, & Telecom (TMT) loan portfolio, managing the financial risk and return through ongoing monitoring, reporting, risk management, and structuring of investments.
Portfolio Strategy – Develops and implements TMT investment policies; analyzes data, research, and market trends to meet client borrowing needs; ensures compliance with policies, standards and procedures; may assist senior leadership with initiatives that support wider strategic objectives.
Portfolio Management – Engages in all aspects of portfolio management, including quarterly reporting, annual company reviews, legal documentation, and deal closing; identifies key risks and analyzes quarterly trends.
Qualifications
Required: Bachelor's Degree and 6 years of experience in Credit Analysis and Credit Underwriting of Portfolio Management, or High School Diploma or GED and 10 years of experience in Credit Analysis and Credit Underwriting of Portfolio Management.
Preferred: Bachelors degree in either Business, Finance, or Economics.
Completion of a formal credit training program.
TMT (Technology, Media, Telecom) and/or Leverage Lending experience.
Benefits The base pay for this position is generally between $145,000.00 and $185,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards, and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
#J-18808-Ljbffr