6 часов назад
Portfolio Manager I (Digital Assets)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Manager I (Digital Assets): Analyzing, structuring, underwriting, and coordinating the onboarding of blockchain and digital asset business deposit accounts with an accent on commercial credit, risk monitoring, and banking compliance. Focus on assessing client credit needs, preparing financing requests, coordinating approved loan processing, and managing portfolio servicing in line with regulatory requirements.
Location: Phoenix, AZ, onsite
Company
A nationwide banking organization providing commercial banking, deposit, lending, treasury management, and financial services through multiple bank brands.
What you will do
- Analyze, structure, underwrite, and coordinate the onboarding of blockchain and digital asset business deposit accounts.
- Monitor customer and sector-related deposit risks and support responsible portfolio management.
- Work with commercial bankers and clients to assess credit needs and determine appropriate structures and documentation.
- Gather and analyze information for financing requests presented to senior management or the Loan Committee.
- Coordinate approved loan processing, documentation, servicing, and resolution of portfolio-related issues.
- Maintain compliance with bank policies, procedures, and applicable state and federal banking regulations.
Requirements
- 4+ years of related portfolio management or similar banking experience.
- Bachelor's degree or equivalent experience.
- Entry-level to intermediate knowledge of banking operations, deposit operations, loan administration, treasury management, and commercial banking products.
- Entry-level to intermediate knowledge of regulatory and legal compliance obligations, industry standards, commercial credit, loan structuring, and pricing dynamics.
- Completed credit analyst training and intermediate written and verbal communication skills.
- Full-time onsite work in Phoenix, AZ.
Nice to have
- Commercial banking portfolio management experience.
- Knowledge of KYC processes.
- Experience with digital assets.
Culture & Benefits
- Competitive salary and company ownership opportunities.
- Medical and dental insurance.
- Paid time off and a 401(k) matching program.
- Tuition assistance, employee volunteer opportunities, and a wellness program.
- Hands-on exposure to how successful companies operate and manage their finances.
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