Banc of California · 2 weeks ago
Portfolio Analyst
Durham, NC
Full-time
Onsite
Entry Level
1+ years expBanc of California is a premier relationship-based business bank focused on providing banking services to small and middle-market businesses. The Portfolio Analyst role involves monitoring borrower performance, conducting financial analyses, and collaborating with portfolio companies to understand their financial needs.
BankingFinanceFinancial Services
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
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; promotes working environment free of harassment of any type
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
Qualification
Required
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
Benefits
You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
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).
Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Eligible team members receive paid vacation days, holidays, and volunteer time off.
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.
Company
Banc of California
Banc of California provides a full-service banking and home lending to individuals and their businesses and families.
1001-5000 employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$20MKey Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO
Leadership Team
Ken McMullen
Treasurer
Recent News
2026-01-22
Benzinga.com
2026-01-07
2025-12-08
Company data provided by crunchbase