Portfolio Analyst (Venture Banking - Tech)

Banc of California
New York
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Analytical skills","Resourcefulness","Attention to detail","Interpersonal communication","Self-starter"]

Monitor borrower and portfolio performance, identify deviations from expected results, and raise credit concerns to the portfolio team. Conduct financial analysis of credit and collateral, validate compliance under loan agreements, and perform operational/valuation/transactional analyses. Assist with underwriting modifications and deal presentation to the credit committee, complete borrower risk assessments, and maintain data integrity in internal systems while collaborating with portfolio company management teams and occasionally traveling to client sites.

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FursaFursa
Banc of California
Banc of California
2 days ago

Portfolio Analyst (Venture Banking - Tech)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Monitor borrower and portfolio performance, identify deviations from expected results, and raise credit concerns to the portfolio team. Conduct financial analysis of credit and collateral, validate compliance under loan agreements, and perform operational/valuation/transactional analyses. Assist with underwriting modifications and deal presentation to the credit committee, complete borrower risk assessments, and maintain data integrity in internal systems while collaborating with portfolio company management teams and occasionally traveling to client sites.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Conduct financial analysis of credit and collateral, emphasizing data collection and analysis.
  • •Validate borrower compliance based on the Loan & Security Agreement.
  • •Perform financial, operational, valuation, and transactional analyses, including completing borrower risk assessments.
  • •Assist in underwriting modifications or renewals and help present deals to the credit committee.
  • •Maintain data integrity in internal systems, produce internal deliverables, collaborate with portfolio company management teams, and travel to client sites.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionHsaFsaPaid Leave

Key Requirements

  • •Ability to analyze financial statements including profit and loss, balance sheet, and cash flow statements.
  • •Strong analytical skills and resourcefulness to complete in-depth industry and market analyses.
  • •Strong interpersonal, writing, and oral communication skills, including comfortable direct interaction with clients.
  • •Above average knowledge of MS Word and Excel.
  • •Bachelor's degree and/or relevant work experience or training.
Education:Bachelor's
Skills:Analytical skillsResourcefulnessAttention to detailInterpersonal communicationSelf-starter
Tech Stack:MS WordExcel

Company Brief

Banc of California
Provides commercial and business banking services including deposits, lending, treasury management, and specialty financing for small and middle-market businesses, entrepreneurs, and real estate clients through its U.S. banking operations.
Industry: Corporate Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Los Angeles, United States
Founded: 1941
WebsiteLinkedIn