FVP, Portfolio Manager Lead

Axos Bank

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 Job
The 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

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)