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Asset-Backed Finance Analyst, Portfolio Management

The role involves working as the junior member of deal teams on Asset-Backed Finance transactions creating pitch books, models, due diligence reports, and credit memos, as well as coordinating legal documentation and assisting in the syndication process.

Key Responsibilities and Duties

+ Supports senior bankers on the deal team, through active involvement in specified aspects of deal origination and the portfolio management process as assigned.

+ Servicing and being responsive to client and partner bank requests.

+ Reviews borrower reporting and financial statements.

+ Researches prospective clients and provides briefings to senior bankers.

+ Prepare initial drafts of internal memorandums and presentations.

Educational Requirements

+ University (Degree) Preferred

Work Experience

+ No Experience Required

Physical Requirements

+ Physical Requirements: Sedentary Work

Career Level

5IC

Additional Information

This role will focus on day-to-day collateral oversight, data reconciliation, and administration of various portfolio management activities.

Preferred Qualifications

+ 2 years of experience in Asset-Backed Finance, Fund Finance, portfolio management, credit operations or a related role within a financial institution

+ Experience monitoring covenants and client reporting

+ Advanced Excel skills and experience with data analytics, automation and portfolio monitoring tools

+ Strong attention to detail and organizational skills with ability to manage high volumes of data and deadlines

+ Excellent verbal, written, and interpersonal communication skills, including explanations of complex concepts

+ Bachelor’s degree in Business, Finance, Economics or Math

**Posting End Date:** 5/28/2025

Job Seeker Notice

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

**Pay Range** $93,500 - $126,500

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.