Associate I/II - Portfolio Management
Company: Silicon Valley Bank
Posted on: June 25, 2022
**BE PART OF A BANK LIKE NO OTHER.**
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They come to SVB for our expertise, deep network and nearly forty
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diverse teams of passionate, enterprising SVBers, dedicated to an
inclusive approach to helping them grow and succeed at every stage
of their business.
Join us at SVB and be part of bringing our clients' world-changing
ideas to life. At SVB, we have the opportunity to grow and
collectively make an impact by supporting the innovative clients
and communities SVB serves. We pride ourselves in having both a
diverse client roster and an equally diverse and inclusive
organization. And we work diligently to encourage all with
different ways of thinking, different ways of working, and
especially those traditionally underrepresented in technology and
financial services, to apply.
Global Fund Banking Portfolio Management roles are responsible for
managing the all lending and credit aspects for both Venture
Capital and Private Equity client relationships. Core
responsibility is leading the due diligence process and deal
structuring process, and then partnering with the Relationship
Management team for the delivery and negotiation of credit
products. PM Associates Conducts due diligence and engages in the
structuring and delivery of new deals. Underwrites new loans,
renewals, and credit actions related to modifications or changing
risk. Supports overall lending process on new deals and
modifications to existing deals, from underwriting through
documentation and closing. Reviews information and communicates on
clients' compliance status, changing level of risk and broader
trends in portfolio. Utilizes critical thinking skills in
supporting VP's and Directors/MD's on both recommendations and
actions pertaining to pipeline and portfolio management. Completes
underwriting and portfolio management with practices that meet SVB
policies/procedures in terms of timeliness, completeness,
consistency and accuracy. Handles client needs by interacting with
appropriate internal and external stakeholders. Develops expertise
in SVB's loan types and markets.
- Conduct underwriting, including diligence on information, support
in structuring the deal, overall credit approval package
preparation and closing (documentation and booking).
- Support proactive portfolio management by reviewing financial and
other information (both externally and internally prepared) to
properly assess client situations and risk. Participate in client
meetings as appropriate to gather and understand information to be
able to effectively communicate it to key stakeholders. Ensure
proper documentation of our findings and recommended actions
through Action Plans, CRR updates, Variances, reporting to partners
in Relationship Management and Credit Administration, and other
parts of the bank as needed.
- Ongoing client support associated with the loan-focused needs of
the client, including communicating with internal partners and
delivering for clients.
- Provide information in support of the development of loan type /
business model / sector focused insights. Deliver on
responsibilities with increasing scale and efficiency,
participating in initiatives designed to drive further consistency
and scale where appropriate.
- Utilizes decision making and independent judgement in performing
underwriting tasks and to support the management of portfolios.
- Utilizes decision making and independent judgement for building
increasing levels of expertise and sharing that with
- Recommends loan structures and completes underwriting for credits
and prospects with increasing levels of complexity based on
experience. Reviews information and prepares other credit actions
and action plans based on changing situations/risk.
- Strong knowledge of credit analysis and accounting
- Able to contact established clients, under guidance from the
Director/MD or Vice President, and have the ability to become
responsible for all lending aspects related to a small group of
- Excel in a dynamic environment
- Ability to lead simultaneous assignments and produce results in
- Ability to take ownership of and drive processes, but also knows
when to escalate or engage others
- Works collaboratively with internal and external partners
- Skilled at analyzing data to support and improve business
- Attention to detail
- Communication Proficiency
**REQUIRED EDUCATION AND EXPERIENCE:**
- Bachelor's degree or equivalent related experience
- 2 or more years of related experience.
- Travel may be occasionally required
- 2021 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL
GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron
device are trademarks of SVB Financial Group, used under license.
Silicon Valley Bank is a member of the FDIC and the Federal Reserve
System. Silicon Valley Bank is the California bank subsidiary of
SVB Financial Group (Nasdaq: SIVB ).
**EQUAL EMPLOYMENT OPPORTUNITY**
Silicon Valley Bank is an equal opportunity employer and is
dedicated to expanding its commitments and investments to create a
more diverse, equitable and inclusive company culture and
innovation ecosystem. We are strongly committed to the values and
policy of equal employment opportunity across our employment
Silicon Valley Bank is registered in England and Wales at
Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No.
FC029579. Silicon Valley Bank is authorised and regulated by the
California Department of Business Oversight and the United States
Federal Reserve Bank; authorised by the Prudential Regulation
Authority with number 577295; and subject to regulation by the
Financial Conduct Authority and limited regulation by the
Prudential Regulation Authority. Details about the extent of our
regulation by the Prudential Regulation Authority are available
from us on request.
Keywords: Silicon Valley Bank, Milwaukee , Associate I/II - Portfolio Management, Executive , Milwaukee, Wisconsin
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