Talent.com
Portfolio Analyst

Portfolio Analyst

Banc of CaliforniaDurham, NC, US
30+ days ago
Job type
  • Full-time
Job description

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE : BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®

THE OPPORTUNITY

The Portfolio Analyst role is responsible for monitoring the performance of borrowers, identifying deviations from expected performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

HOW YOU'LL MAKE A DIFFERENCE

  • Conduct financial analysis of credit and collateral of borrowers, with an emphasis on data collection and analysis.
  • Validate borrower compliance based on the Loan & Security Agreement.
  • Perform financial, operational, valuation, and transactional analyses.
  • Assist in underwriting modifications or renewals for borrowers, and help present deals to credit committee.
  • Complete borrower risk assessments.
  • Maintain data integrity in internal bank systems related to financials or other key information.
  • Produce internal deliverables.
  • Collaborate with management teams of portfolio companies to understand performance and financial needs.
  • Travel to client sites.
  • Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  • Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
  • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
  • Performs other duties and projects as assigned.

WHAT YOU'LL BRING

  • Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements)
  • Ability to multi-task in a fast paced environment
  • Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses
  • Strong interpersonal, writing and oral communication skills
  • Comfortable interacting directly with clients
  • Above average knowledge of MS Word and Excel
  • Self-Starter"
  • Candidate must have great attention to detail
  • Bachelor's Degree and / or relevant work experience or training
  • Preferred :
  • 1-2 years related experience or public accounting

    HOW WE'LL SUPPORT YOU

  • Financial Security : You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
  • Health & Well-Being : We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
  • Building & Supporting Your Family : Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
  • Paid Time Away : Eligible team members receive paid vacation days, holidays, and volunteer time off.
  • Career Growth Opportunities : To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
  • SALARY RANGE

    The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

    Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    Create a job alert for this search

    Portfolio Analyst • Durham, NC, US

    Related jobs
    • Promoted
    Martech Portfolio & Budget Analyst

    Martech Portfolio & Budget Analyst

    Indigo SlateDurham, NC, US
    Full-time
    We’re a bunch of hardworking, fun-loving, people-oriented technology enthusiasts.We love what we do, and we’re passionate about helping our clients thrive in an increasingly complex dig...Show moreLast updated: 17 days ago
    Senior Portfolio Manager - Renewable Energy Finance (REF)

    Senior Portfolio Manager - Renewable Energy Finance (REF)

    Huntington National BankColorado
    Full-time
    The Renewable Energy Finance (REF) team at Huntington Bank originates project finance and non-recourse transactions for renewable energy facilities. This line of business is primarily focused on tax...Show moreLast updated: 30+ days ago
    ASSISTANT DIRECTOR OF IT PORTFOLIO MANAGEMENT & COMMUNICATIONS

    ASSISTANT DIRECTOR OF IT PORTFOLIO MANAGEMENT & COMMUNICATIONS

    Durham CountyDurham, NC, US
    Full-time
    The functions listed below are those that represent the majority of the time spent working in this position.Management may assign additional functions related to the type of work of the position as...Show moreLast updated: 7 days ago
    Business Analyst / Grants Management Analyst,

    Business Analyst / Grants Management Analyst,

    Siritech Solutions CorpUSA, US
    Remote
    Full-time
    Gather and document business, functional, and technical requirements.Analyze current grant processes and identify opportunities for standardization. Translate requirements into user stories, workflo...Show moreLast updated: 30+ days ago
    Portfolio Value Management Analyst-15163 - (Hybrid)

    Portfolio Value Management Analyst-15163 - (Hybrid)

    Shuvel DigitalVA, United States, United States
    Full-time
    Our client is the world's largest credit union with over 10 million members, over $149 billion in assets, and over 23,000 employees. Our client Navy Federal Credit Union is seeking an.Portfolio Valu...Show moreLast updated: 30+ days ago
    Portfolio Planning Intern - Summer 2025

    Portfolio Planning Intern - Summer 2025

    StellantisRemote, MI
    Remote
    Full-time +1
    The format for this internship will be remote, meaning the intern will work virtually.Relocation and housing will not be provided. Remote work must be completed at a location based in the United Sta...Show moreLast updated: 30+ days ago
    Senior Portfolio and Delivery Leader

    Senior Portfolio and Delivery Leader

    Innova SolutionsRemote, Texas, United States
    Remote
    Full-time
    A client of Innova Solutions is immediately hiring for a Senior Portfolio and Delivery Leader.Position type : Full-time Contract, potential contract to hire. Location : Cambridge, MA (Remote).Position...Show moreLast updated: 30+ days ago
    Portfolio Advisor 2 - Erie, PA

    Portfolio Advisor 2 - Erie, PA

    F.N.B. CorporationState Street, US
    Full-time
    This position is primarily responsible for managing and expanding an assigned group of high net worth investment portfolios for individual and institutional clients (Revocable Trusts, Irrevocable T...Show moreLast updated: 30+ days ago
    Associate or Senior Editor, BMC Neurology portfolio

    Associate or Senior Editor, BMC Neurology portfolio

    WomenTech NetworkRemote, US
    Remote
    Full-time
    Job Title : Associate or Senior Editor, BMC Neurology portfolio.Locations : New York or Heidelberg.Application Deadline : August 23rd, 2024. Springer Nature opens the doors to discovery for researchers...Show moreLast updated: 30+ days ago
    Strategic Account Portfolio Manager - Remote anywhere in US

    Strategic Account Portfolio Manager - Remote anywhere in US

    JobgetherUS
    Remote
    Full-time
    Quick Apply
    Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.One of our companies is ...Show moreLast updated: 30+ days ago
    Partnership Payment Portfolio Manager

    Partnership Payment Portfolio Manager

    Synovus FinancialGA, US
    Remote
    Full-time
    As a member of the Synovus ISO Risk Management team, your primary focus is on reviewing significant credit risk exposure accounts, emphasizing the ISO's credit fundamentals and portfolio risks.Your...Show moreLast updated: 30+ days ago
    Finance Analyst

    Finance Analyst

    EcoplexusDurham, North Carolina, USA
    Full-time
    Location : US (Remote) or Mexico City, Mexico.Ecoplexus continues to grow at a rapid rate, and expects to complete approximately $2 Billion of projects over the next four years.The Company has deve...Show moreLast updated: 30+ days ago
    Vice President, Portfolio Management, Aviation Finance

    Vice President, Portfolio Management, Aviation Finance

    MUFGSingapore, Michigan, Singapore
    Full-time
    Join or sign in to find your next job.Vice President, Portfolio Management, Aviation Finance.Be among the first 25 applicants. Vice President, Portfolio Management, Aviation Finance.Get AI-powered a...Show moreLast updated: 30+ days ago
    Senior Portfolio Manager, Economic Mobility – Southeastern Michigan

    Senior Portfolio Manager, Economic Mobility – Southeastern Michigan

    Ballmer GroupSoutheast Michigan
    Full-time
    Senior Portfolio Manager, Economic Mobility - Southeastern Michigan.Ballmer Group Philanthropy is committed to improving economic mobility for children and families in the United States, funding le...Show moreLast updated: 30+ days ago
    Portfolio Manager Credit Analyst MN ID68384

    Portfolio Manager Credit Analyst MN ID68384

    Adams, Inc.MN, US
    Full-time
    Job Leads are potential openings we are willing to investigate for you.By completing this form, you are indicating to us that you are interested in exploring this opportunity in greater depth : Port...Show moreLast updated: 30+ days ago
    Director, Medication Adherence Portfolio

    Director, Medication Adherence Portfolio

    BDRoche Drive,Durham,USA NC
    Full-time
    BD-Medical-MMS-Pharmacy Automation is seeking a Director, Medication Adherence Portfolio that will be responsible for the profitable and scalable growth of our Medication Adherence Portfolio, inclu...Show moreLast updated: 4 days ago
    • New!
    IT Project Portfolio Analyst Lead

    IT Project Portfolio Analyst Lead

    VirtualVocationsDurham, North Carolina, United States
    Full-time
    A company is looking for a Project Portfolio Analyst Lead.Key Responsibilities Collaborate with Business and IT partners to define project scope and deliverables Facilitate ROM estimates using i...Show moreLast updated: less than 1 hour ago
    Portfolio Sales Specialist - Washington - Alaska

    Portfolio Sales Specialist - Washington - Alaska

    ICU MedicalWashington, US
    Full-time
    The Portfolio Sales Specialist is responsible for building and maintaining relationships with key decision makers that lead to future business opportunities. The position increases profitability and...Show moreLast updated: 30+ days ago