Lead Portfolio Manager
Axos Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • Iowa • 🇺🇸 United States
Visit company websiteSalary
💰 $130,000 - $160,000 per year
Job Level
Senior
About the role
- Lead the management of a diverse portfolio of non-real estate lender finance clients, including specialty finance companies, consumer lending platforms, and other non-bank financial institutions
- Ensure timely and accurate risk monitoring, covenant compliance, and performance reporting
- Conduct in-depth credit analysis and stress testing on underlying collateral and borrower performance
- Identify emerging risks and recommend proactive mitigation strategies.
- Manage and mentor a team of portfolio managers and analysts, fostering a culture of accountability and continuous improvement
- Allocate resources effectively to meet portfolio objectives and deadlines
- Serve as a key point of contact for clients regarding portfolio performance and risk-related matters
- Collaborate with credit, underwriting, and syndications teams to support new transactions and amendments
- Ensure adherence to regulatory requirements, internal credit policies, and audit standards
- Prepare and present portfolio reviews to senior management and risk committees
Requirements
- Bachelor's degree
- 10+ years in commercial lending, structured finance, or portfolio management, with a focus on non-real estate lender finance
- Proven leadership experience managing teams and complex portfolios
- Strong analytical and quantitative skills, including proficiency in financial modeling and risk assessment
- Excellent communication and presentation abilities
- Familiarity with regulatory frameworks and capital markets
Benefits
- Medical, Dental, Vision, and Life Insurance
- Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
- HSA or FSA account and other voluntary benefits
- 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
- Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
credit analysisstress testingfinancial modelingrisk assessmentcovenant complianceperformance reporting
Soft skills
leadershipmentoringcommunicationpresentationanalytical skillsquantitative skills
Certifications
Bachelor's degree