Commercial Bank Fund Analyst

Avidbank

Analyst supporting a portfolio of institutional investors at Avidbank. Responsibilities include underwriting, risk evaluation and client relationship management.

Posted 6/27/2026full-timeSan Jose • California • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $90,000 per yearWebsite

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Hard Skills

underwritingportfolio managementfinancial analysisrisk assessmentcredit evaluationfinancial reportingloan processingcompliance assessmentpre-qualification assessmentmarket analysis

Soft Skills

relationship buildingcommunicationproblem solvingresults drivenadaptabilitysense of urgencyconfidentialityclient managementanalytical thinkingteam collaboration

Industry Keywords

Fund Financefinancial servicesbanking productscredit cultureeconomic trendsportfolio management practiceslending policiescredit agreementsborrowing basescompliance certificates

About the role

Key responsibilities & impact

Underwrites and coordinates the closing of Fund Finance credit products in compliance with the Bank’s lending policies and procedures.
Reviews information, evaluates risk, and engages with clients, building relationships with appropriate stakeholders.
Communicates internally to recommend and execute on responses to changing situations for clients / across the portfolio broadly.
Ensures that portfolio management practices meet Avidbank standards.
Analyzes market conditions to ensure proper underwriting standards and portfolio management is being maintained.
Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends.
Gathers and analyzes all information necessary to present a financing request to senior management or Loan Committee for approval.
Solves problems relative to processing and servicing of loans within the portfolio; prepares loan disbursements in accordance with agreements.
Reviews quarterly financial reporting, borrowing bases, and compliance certificates to assess compliance with credit agreements.

Requirements

What you’ll need

Thorough understanding of financial services and banking products.
Strong underwriting and portfolio management skills.
Ability to manage complex credits and client relationships.
Background in Fund Finance a plus.
Results driven.
Thrives in a dynamic environment and has keen sense of urgency.
Skilled communicator.
Ability to interpret financial data and reports and when necessary recommend appropriate actions.
Ensures absolute confidentiality in all areas of responsibility.
Bachelor's degree along with at least 2 years of experience.

Benefits

Comp & perks

competitive compensation
medical, dental, vision, life insurance
long term disability insurance
401k with matching
paid holidays
competitive paid time off policy