Portfolio Manager

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

The Portfolio Manager (PM) will play a critical leadership role within the team, responsible for proactively managing a portfolio of private equity, private credit, and other alternative asset manager clients. This role will focus on fund-level credit facilities including subscription credit facilities, NAV-based loans, hybrid facilities, and management company lines. The PM will be accountable for credit quality, portfolio profitability, client relationship management, and risk mitigation, working closely with relationship managers, credit analysts, and senior credit approvers.

Responsibilities

• Oversee a portfolio of fund finance loans, ensuring adherence to credit policies, risk parameters, and regulatory requirements while optimizing profitability and client experience.
• Lead or co-lead the structuring of credit transactions; as well as lead the underwriting, and ongoing credit monitoring of fund finance transactions, including covenant compliance, borrowing base calculations, and periodic risk reviews.
• Lead or co-lead the deal execution efforts; including partnering with other members of the deal teams, legal counsel, and internal stakeholders on transaction documentation, closing processes, amendments, and waivers.
• Serve as a key point of contact for existing clients, managing day-to-day client interactions, addressing operational, credit, and structuring inquiries; supporting relationship managers in cross-selling and retention efforts.
• Prepare credit memorandums for senior management, with comprehensive analysis, for prospective and existing clients
• Prepare portfolio reports, risk assessments, and internal presentations for management, credit committees, and regulators as required.
• Identify and escalate emerging credit risks, market trends, and fund-specific developments that could impact portfolio performance or client obligations.
• Stay informed of market trends, regulatory changes, and fund finance market activity to enhance transaction quality and portfolio oversight.
• Provide guidance and mentorship to junior portfolio managers and credit analysts, promoting a culture of accountability and continuous learning.
• NOTE:
  
  All functions will be in coordination with other team members, and esp. underwriting colleagues, unless specifically stated otherwise

Qualifications

• Bachelor’s degree or concentration in Accounting, Finance or Business Administration
• Ideally 4-7 years of banking experience, including at least two years of credit portfolio management experience and credit training
• Strong writing and communication skills are critical
• Working knowledge of Fund Finance and the major components of investment vehicles Proficient in the use of Microsoft Office (Word, Excel, and PowerPoint)
• Assertive and self-motivated with the ability to manage multiple projects and tasks simultaneously
• Must be a strong team player
• Flexible

Compensation The base pay range for this position is USD $/Yr.

- USD $/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. #J-18808-Ljbffr