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Portfolio Management Analyst I

First Citizens Bank
Phoenix, USA
Closing date
Jul 13, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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


The Global Fund Banking Portfolio Management Analyst is responsible for critical risk management functions for the Global Fund Banking lending portfolio. Core responsibilities include timely tracking and validation of expected statements from borrowers, updating information on our collateral in a proprietary database, checking loan outstanding balances to ensure balances do not exceed maximums and monitoring accounts for certain triggers. Most importantly, this individual plays a key role in ensuring our tracking of borrower compliance is accurate, complete and up to date.

The role also provides an entry level opportunity where the candidate will have broad perspective across the division along with regular interaction across all the Fund Banking sales teams, Fund Banking operations, as well as multiple groups throughout SVB.



Bachelor's degree with 1 year of professional office/banking experience or High School diploma/GED with 2-3 years of experience

  • Proficient with Microsoft Office with an emphasis in SharePoint Online - experience pulling and analyzing data for reporting purposes
  • An ability to escalate issues and follow-up appropriately
  • Strong organization and analytical skills in addition to the ability to work independently
  • Strong critical thinking, proactive and desire to collaborate with team
  • Excellent written and verbal communication skills to engage with business partners, leadership and clients on email and phone
  • Strong ability to multi-task job functions on high volume days, attention to detail
  • Can develop strong working relationships with internal teams

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:

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