Recent Searches

You haven't searched anything yet.

12 Senior Associate- Operations and Portfolio Management Jobs in San Francisco, CA

SET JOB ALERT
Details...
LinkedIn
San Francisco, CA | Full Time
$78k-106k (estimate)
1 Week Ago
Collective Health
San Francisco, CA | Full Time
$65k-86k (estimate)
1 Week Ago
First Citizens Bank
San Francisco, CA | Full Time
$113k-150k (estimate)
5 Days Ago
Stockbridge
San Francisco, CA | Full Time
$119k-156k (estimate)
5 Days Ago
Stockbridge
San Francisco, CA | Full Time
$175k-243k (estimate)
2 Weeks Ago
ICONIQ Capital
San Francisco, CA | Full Time
$117k-147k (estimate)
2 Months Ago
JPMorgan Chase
San Francisco, CA | Full Time
$182k-246k (estimate)
1 Month Ago
ICONIQ Capital
San Francisco, CA | Full Time
$79k-98k (estimate)
1 Month Ago
DoorDash
San Francisco, CA | Full Time
$109k-138k (estimate)
1 Week Ago
DoorDash
San Francisco, CA | Full Time
$80k-106k (estimate)
1 Week Ago
BridgeBio Pharma, Inc.
San Francisco, CA | Full Time
$205k-254k (estimate)
1 Month Ago
Senior Associate- Operations and Portfolio Management
First Citizens Bank San Francisco, CA
Apply
$113k-150k (estimate)
Full Time 5 Days Ago
Save

First Citizens Bank is Hiring a Senior Associate- Operations and Portfolio Management Near San Francisco, CA

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Operations & Portfolio Management is a team within Loan Administration that adapts to support deal teams during the loan lifecycle. Partnering closely with deal teams and Global Loan Operations (GLO) is a critical component of OPM's value proposition. Thus, OPM continues to evolve to meet the needs of deal team partners with a particular focus on bringing more clarity, consistency, and cohesion to portfolio management, loan closings, and credit servicing - working in partnership with teams on loans from closing to boarding and beyond.

Responsibilities

The Sr. Associate, Portfolio Management is a part of the team driving solutions and change to portfolio management cross-functionally across SVB's Commercial Bank. The Sr. Associate works closely and collaboratively with other members of the Portfolio Management team, which include various Vice Presidents and Directors/Managing Directors. This individual should have strong execution skills, a deep willingness to learn, some experience with commercial lending and be interested in thinking broadly and strategically. Communication, collaboration and problem-solving skills are paramount to success on this team.

Portfolio Management (PM) Monitoring And Optimization This individual will support the execution of portfolio management across SVB's Commercial Bank, with the following core responsibilities:
  • Executing on Commercial Bank Portfolio Management and Portfolio Review procedures.
  • Supporting key portfolio management monitoring in the first line of defense . This includes working both independently and collaboratively, along with a willingness to learn and leverage various bank systems.
  • Identify and make recommendations on areas of improvement and strategy for improved portfolio
  • Develop insights on operational improvements and strategies to optimize portfolio
Portfolio Management Strategic Initiative Execution
  • Support select strategic projects and initiatives for the Portfolio Management team.
  • Execute on determined project timelines, milestones, and .
Portfolio Management Governance - Action Plans And Remediation
  • Support portfolio management-related control execution and SOX controls within the first line of defense.
  • Own specific pieces of action plans for issue remediation to any identified issues with internal audit, credit review or other stakeholders.
Compensation If hired in California, the base pay for this position is generally between $85,350-$147,940 annually. 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.

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20 hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits

Qualifications

  • Bachelor's Degree with 2 years of experience in banking, management consulting, operations and/or portfolio management. Alternatively, High School or GED with 6 years of experience
Preferred Qualifications
  • 1 year of credit analysis and/or portfolio management experience
  • Proficient in Excel and
  • Avid learner/curious.
  • Demonstrated resourcefulness and ingenuity to leverage resources to solve problems
  • Excel in a dynamic environment. Ability to lead simultaneous assignments and produce results in time-sensitive circumstances.
  • Ability to take ownership of and drive processes, but also knows when to escalate or engage others
  • Experience working collaboratively with more senior internal partners
  • Skilled at analyzing data to support and improve business decisions
Travel: May be occasionally required.

#LI-DM1

Job Summary

JOB TYPE

Full Time

SALARY

$113k-150k (estimate)

POST DATE

06/24/2024

EXPIRATION DATE

07/12/2024

WEBSITE

firstcitizens.com

HEADQUARTERS

MILWAUKEE, WI

SIZE

3,000 - 7,500

FOUNDED

1898

CEO

RALPH GARCIA

REVENUE

$1B - $3B

INDUSTRY

Banking

Related Companies
About First Citizens Bank

For more than 100 years, Raleigh, N.C. -headquartered First Citizens Bank has helped customers do more with the money they earn, save and invest. Along the way, weve built our company on such timeless values as integrity, hard work and taking the long-term view. In 1898, First Citizens began as the Bank of Smithfield in Johnston County, N.C. From a single office, First Citizens has grown to more than 550 branches in 19 states. First Citizens today is a full-service banking institution with more than 6,500 employees. Our parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), has more ...than $35 billion in assets. First Citizens is now the countrys largest family-controlled bank, with a record of stable leadership few institutions can rival. First Citizens offers: Traditional banking services. Essential business and professional services. Wealth management capabilities. Hundreds of branches and ATMs, a full-service telephone bank and sophisticated online and mobile banking offerings. For over 120 years, customers have trusted First Citizens with their money and their futures. And thats a trust weve always taken seriously. For every First Citizens customer, now and in the future, we make a simple promise: We will always live and work by the values that have distinguished First Citizens since the day we opened our doors. Forever First is our commitment to the people, businesses and communities who rely on us to be the best bank we can be. As we say, Money isnt everything. But so much depends on what you do with your money. First Citizens Bank. Forever First. Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). Equal Housing Lender Member FDIC More
Show less

Show more
Show more