Jobs · Finance · California

VP, Portfolio Manager

Axos Bank · San Diego, CA · 2 mo ago
Finance$135k/yrFull-time

About the role

Axos Bank Target Range: $135,000.00/Yr - $150,000.00/Yr Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

Responsibilities

  • Manage 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 a team of analysts and work closely with others on the team, 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
  • Cultivate long-term client relationships and identify product cross-sell opportunities
  • 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

Qualifications

  • Bachelor’s degree in Finance, Accounting, Business, or related field; formal credit training preferred
  • 10+ years in commercial lending, structured finance, or portfolio management, with a focus on non-real estate lender finance
  • Proven experience managing complex portfolios
  • Strong analytical and quantitative skills, including proficiency in financial modeling and risk assessment
  • Excellent communication, negotiation, and relationship management skills
  • Familiarity with regulatory frameworks and capital markets
  • Experience managing syndicated credit facilities in an administrative agent role preferred

Benefits

Axos Employee Benefits May Include: 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

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Equal Employment Opportunity

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment

  • Sit for extended periods of time
  • Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish)

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