Portfolio Manager

Location US-NY-New York
Job ID
2025-11977
Category
Commercial Banking/Corporate Banking
Position Type
Full-Time

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

East West Bank is currently seeking a Portfolio Manager for our Private Equity business in the Eastern U.S. This individual will work with the Managing Director for the Eastern U.S. and other relationship team members in structuring, underwriting and managing a portfolio of loans within the Private Equity space. Main differentiating factor as seniority increases is the “consultative” approach this PM demonstrates when dealing with their clients and internal constituents. This position handles needs for a wide array of
borrowers with different credit structures and depository requirements. Must have experience in underwriting loans within the Private Equity or Asset Manager space.

Responsibilities

  • Assist Relationship Manager in underwriting, managing and structuring fund financing loans
    including capital call lines, management company lines, NAV facilities and hybrid facilities,
    according to the Bank established guidelines and policies.
  • Assist with due diligence/analysis with new client relationships, opportunity memos as
    appropriate.
  • Co-manage commercial relationships by analyzing financial data to determine the merits of
    specific loan requests and recommend structure as well as aggressively managing the client
    relationship.
  • May make presentations on specific loans and participate in the bank's Loan Approval Process,
    recommending approval and appropriate structure of credits.
  • Analyze and create financial loan write-ups to generate new loans.
  • Assist in accurately risk rating loans/credits.
  • Manage the renewal process by working with the Relationship Manager, the client and the credit
    department including increase/amendment/waiver.
  • Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to
    the Credit Department, the Commercial support staff and other internal business partners
  • Work with credit analysts in reviewing existing credits.
  • Ongoing monitoring of credit/Covenant Compliance.
  • Develop problem loan credit solutions.
  • Responsible for credit risk and quality of the portfolio.
  • Ensure the portfolio administration and risk management of each client relationship is in
    compliance with established EWB credit policy, procedure and business strategy as well as
    commercial and regulatory guidelines.
  • Perform other administrative duties required for the maintenance of a portfolio of clients.
  • Perform other duties and special projects as needed.

Qualifications

  • Bachelor's degree or combination of education and directly related experience.
  • Has 10 plus years of banking experience with direct portfolio management experience.
  • Demonstrates strong underwriting and projection skills.
  • Has strong understanding of credit policy and procedures and is able to accurately risk-rate
    loans/credits, evaluates both cash-flow and collateral-based loans/credits.
  • Has strong knowledge in fund finance loans.
  • Must be proficient in Excel for purposes of financial modeling.

Compensation

The base pay range for this position is USD $80,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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