Title of position: Fund Finance

Position type: Full-time

Pay range: $75,000 to $90,000

Division: Fund Finance

Work Location Type: Hybrid or Remote

Location: San Jose, California

The Role

The Analyst is responsible for supporting a portfolio of clients that consists of institutional investors.

Key Responsibilities

• Underwrites and coordinates the closing of Fund Finance credit products in compliance with the Bank's lending policies and procedures.
• Reviews information, evaluates risk, and engages with clients, building relationships with appropriate stakeholders. Communicates internally to recommend and execute on responses to changing situations for clients / across the portfolio broadly. Ensures that portfolio management practices meet Avidbank standards.
• Analyzes market conditions to ensure proper underwriting standards and portfolio management is being maintained.
• Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends.
• Gathers and analyzes all information necessary to present a financing request to senior management or Loan Committee for approval.
• Solves problems relative to processing and servicing of loans within the portfolio; prepares loan disbursements in accordance with agreements.
• Reviews quarterly financial reporting, borrowing bases, and compliance certificates to assess compliance with credit agreements.

This position description is not intended to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time, with or without notice.

Qualifications

• Thorough understanding of financial services and banking products.
• Strong underwriting and portfolio management skills.
• Ability to manage complex credits and client relationships.
• Background in Fund Finance a plus.
• Results driven.
• Thrives in a dynamic environment and has keen sense of urgency.
• Skilled communicator.
• Ability to interpret financial data and reports and when necessary recommend appropriate

actions.

• Ensures absolute confidentiality in all areas of responsibility.

Experience Required:

This level of knowledge is normally acquired through a Bachelor's degree along with at least 2 years of experience.

Benefits

Avidbank offers full-time employees' competitive compensation, medical, dental, vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a competitive paid time off policy.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.