Target Range:$205,000.00/Yr. - $230,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
This is a commission eligible role.
About This JobThe FVP, Portfolio Manager Lead - Fund Finance is responsible for leading a team of Portfolio Managers and Portfolio Associates focused on the ongoing management, monitoring, and administration of a complex portfolio of Fund Finance relationships. This role serves as a senior risk manager and team leader, ensuring the portfolio is managed in accordance with credit policy, regulatory expectations, and the Bank's risk appetite while delivering exceptional client service.
The FVP acts as a player/coach, maintaining direct responsibility for a portfolio of fund finance credits while providing leadership, guidance, and oversight to the broader portfolio management team. The position partners closely with Relationship Managers, Underwriters, Operations, Loan Servicing, and Special Assets to support portfolio growth, maintain asset quality, and drive operational excellence.
Responsibilities:- Lead and manage a team of Portfolio Managers and Portfolio Associates supporting the Fund Finance portfolio
- Provide coaching, mentoring, performance management, and professional development to team members
- Manage and maintain an individual portfolio of complex Fund Finance relationships
- Monitor portfolio performance, credit quality, covenant compliance, collateral performance, and concentration limits
- Identify emerging risks and develop strategies to mitigate potential credit deterioration
- Review and approve portfolio reviews, annual reviews, modifications, renewals, amendments, and waiver requests
- Ensure timely and accurate monitoring of borrowing base reports, financial statements, covenants, and other reporting requirements
- Partner with Relationship Management and Underwriting teams on risk assessments, portfolio strategies, and client relationship management
- Collaborate with Operations and Servicing teams to ensure effective loan administration and documentation management
- Lead portfolio-related audits, examinations, and regulatory reviews while ensuring timely remediation of findings
- Develop and enhance portfolio management processes, procedures, controls, and reporting capabilities
- Analyze portfolio trends, industry developments, and concentration exposures and communicate findings to senior management
- Prepare and present portfolio performance reporting, risk metrics, and management updates
- Support new product, technology, and process improvement initiatives designed to enhance efficiency and scalability
- Maintain strong loan file integrity and documentation standards
- Promote a culture of accountability, risk awareness, collaboration, and continuous improvement
Qualifications:- Bachelor's degree in Finance, Accounting, Business, Economics, or a related field; MBA or other advanced degree preferred
- 8+ years of commercial banking, credit, portfolio management, or Fund Finance experience
- 3+ years of leadership or supervisory experience managing portfolio management or credit professionals
- Strong knowledge of Fund Finance products, including subscription facilities, capital call lending structures, and related credit products
- Experience supporting private equity, venture capital, private credit, or alternative investment fund clients
- Demonstrated experience managing complex commercial loan portfolios and credit risk
- Strong understanding of regulatory requirements, loan documentation, covenant monitoring, portfolio administration, and risk management practices
- Experience leading audits, examinations, process improvement initiatives, or portfolio transformation efforts
- Strong analytical, problem-solving, and decision-making skills
- Exceptional written, verbal, and presentation communication skills
- Proven ability to lead teams, manage competing priorities, and drive results in a fast-paced environment
- Proficiency with commercial banking systems, reporting tools, and Microsoft Office applications
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
