Portfolio Analyst @ Banc of California | Jobright.ai
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Portfolio Analyst jobs in Westlake Village, CAH1B Visa Sponsored Portfolio Analyst jobs in Westlake Village, CA
33 applicants
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Banc of California · 2 days ago

Portfolio Analyst

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H1B Sponsorship

Insider Connection @Banc of California

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Responsibilities

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.
Perform other duties as assigned.

Qualification

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Financial analysisIndustry analysisMarket analysisMS WordMS ExcelProblem-solvingAnalyticalResourcefulnessInterpersonalCommunicationAttention to detailSelf-Starter

Required

1-2 years related experience or public accounting
Bachelor’s degree in Accounting, Finance, or Economics
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
Candidate must have great attention to detail

Preferred

Master’s degree or higher
Self-Starter

Company

Banc of California

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Banc of California provides a full-service banking and home lending to individuals and their businesses and families.

H1B Sponsorship

Banc of California has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2021 (1)

Funding

Current Stage
Public Company
Total Funding
$20M
Key Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO· nyse:BANC

Leadership Team

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Jared Wolff
President & CEO
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Raymond Rindone
EVP, Deputy Chief Financial Officer and Chief Accounting Officer
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Company data provided by crunchbase
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