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Analyst I, Portfolio Mgmt

Company: CTI Education Group
Location: Tempe
Posted on: April 6, 2021

Job Description:

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 30+ 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--I--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.-- --
The role requires analytical capabilities and organizational skills. 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. 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.--
  • Manage deal pipeline--of participated loans and communicate with operations and 3rd--parties to ensure--fundings--are received on time.--
  • Assist in--business-related--research requests, including quarterly projects and other one-off projects / data gathering efforts for--the business.-- Decisions: 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. Recommendations: Engage Portfolio Management team when a borrower is marked "out of compliance" for--decisioning-- Knowing when to escalate a potential--issue-- Qualifications Knowledge:
    • Understanding standard advance funding process within SVB, but also how a participation funding works with 3rd--parties.--
    • System knowledge and excellent organization.
    • 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:
      • Prior SVB experience is a plus (knowledge of SVB systems);--however--a college graduate with demonstrated ability to learn quickly and focus on details would be a potential--candidate-- Primary Location : Tempe Work Locations : Hayden Ferry Hayden Ferry Lakeside I 80 E Rio Salado Parkway, Suite 600 Tempe 85281 Job : Private Equity Services Full-time Job Posting : Mar 30, 2021, 3:53:35 PM n For more than 30 years, SVB Financial Group (NASDAQ: SIVB) and its subsidiaries have helped innovative companies and their investors move bold ideas forward, fast. SVB Financial Group serves companies in technology-related, life science and healthcare, venture capital and private equity, and premium wine industries. Along with commercial, investment, international and private banking services provided by Silicon Valley Bank, the company offers funds management, business valuation services, broker-dealer transactions, asset management and private wealth management. Headquartered in Santa Clara, Calif., SVB Financial Group operates in centers of innovation in the U.S. and around the world. Learn more at www.svb.com. SVB Financial Group is an equal opportunity employer.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-- 2019 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).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.
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Keywords: CTI Education Group, Tempe , Analyst I, Portfolio Mgmt, Professions , Tempe, Arizona

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