20 days old

Portfolio Management Processing Analyst

Silicon Valley Bank
Boston, MA 02109
  • Job Code

When you work with the world's most innovative companies, you know you're making a difference.

Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with 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.

Job Description

The Global Fund Banking Portfolio Management Analyst is responsible for the timely and accurate processing of all client loan funding and payment requests, including reviewing requests for borrowings and approving disbursement of bank funds. The Analyst will work closely with loan operations to ensure timely processing, will be responsible for diagnosing and ensuring adequate resolution of any issues that arise in the funding process. Responsibility for cross-referencing and ticking and tying compliance spreadsheet to advance requests to ensure compliance was received. Analyst will also be asked to complete ad-hoc projects, including managing a pipeline of deals and communicate with 3rd parties.

While this role will be mostly remote, the candidate will be expected to go into the office, frequency to be established. Primary SVB location will be Boston, MA. The candidate will be expected to work East Coast hours of 9AM-6PM to provide adequate coverage for established deadlines, as well as have flexibility with those shift hours to be able to cover for other team members as needed.

The role requires analytical capabilities, organizational skills, and attention to detail. The role provides an 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.

Essential Functions:

  • Analyst will be responsible for the timely and accurate processing of all client loan funding and payment requests, including reviewing requests for borrowings and approving disbursement of bank funds. This task involves checking to ensure compliance packages are received, and if not, coordinating with the deal team for delivery of compliance packages.
  • Assist in business-related research requests, including quarterly projects and other one-off projects / data gathering efforts for the business.
  • Cross-referencing borrower compliance status on compliance systems and/or spreadsheets in order to make a "Yes/No" decision on approving an advance request. Decision is NOT around whether the borrower is in compliance - rather it is around only approving advances if the borrower is marked as "compliant," and if not - escalating the request to the team for decisioning.
  • Organizing a deal pipeline for participated loans, and staying on top of funding status with 3rd parties involved. Following the transaction through the funding stages, knowing when to follow up is very prescriptive and can be done with limited manager oversight given how prescriptive the fund stages are.
  • Engage Portfolio Management team when a borrower is marked "out of compliance" for decisioning
  • Knowing when to escalate a potential issue
  • Understanding of standard advance funding processing within a banking environment
  • Familiarity with legal documents and how to interpret them in a corporate setting
  • An ability to escalate issues and follow-up appropriately. The candidate will possess strong organization and analytical skills, a good understanding of database systems, and advanced excel knowledge. Furthermore, the candidate must be able to work independently, assess the role and duties proactively, and work collaboratively across multiple mediums (email, phone, in person) with cross functional teams (IT, deal teams, credit, operations) as well as Fund Banking leadership. Candidate must have strong communication skills.
Education and Experience:
  • Bachelor's degree preferred.
  • Prior SVB experience is a plus (knowledge of SVB systems)
  • 1-2 years of experience in a banking related industry

2022 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 practices.

Silicon Valley Bank UK Limited is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK (Company Number 12546585). Silicon Valley Bank UK Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority (Firm Reference Number 543146). Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

Posted: 2022-09-09 Expires: 2022-10-08
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Portfolio Management Processing Analyst

Silicon Valley Bank
Boston, MA 02109

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