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VP, Senior Portfolio Manager-CEF; Hybrid NY​/NJ

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: First Citizens Bank
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst
Job Description & How to Apply Below
Position: VP, Senior Portfolio Manager-CEF (Hybrid) NY/NJ

Overview

This is a hybrid role that will only be hired in the following location:
New York City, NY.

The VP, Portfolio Manager is responsible for portfolio management activity on 26 accounts for equipment loans and leases, contributing to an aggregate portfolio exposure of $1Bn. You will make recommendations on new credit requests, renewals, and modifications, ensuring the quality and soundness of all credit transactions.

Responsibilities
  • Manage portfolio activity on approximately 26 equipment loan and lease accounts with a $1Bn aggregate exposure, ensuring all applicable credit policies, standards, and procedures are in full regulatory compliance.
  • Make recommendations on new credit requests, renewals, and modifications, ensuring the quality and soundness of all credit transactions.
  • Capture and document credit decisions, conditions, and modifications to meet client needs while balancing the bank's internal risk/return requirements.
  • Utilize equipment finance knowledge across a wide range of asset classes and obligor types; periodically handle new requests from clients or surges in prospect requests.
Qualifications

Bachelor's Degree and 6 years of experience in Credit Analysis and Credit Underwriting OR High School Diploma or GED and 10 years of experience in Credit Analysis and Credit Underwriting.

Preferred / Other Qualifications
  • Problem loan management/workout experience.
  • Strong Microsoft Office skills.
  • Moody’s Credit Lens experience.
  • BA with 10+ years’ experience or MBA with 7+ years’ experience.
  • Equipment finance knowledge in asset classes such as Transportation, Construction, Industrial/Manufacturing, Mining, Material Handling, Aircraft, Jones Act vessels, and Power Generation.
Compensation & Benefits

Base pay ranges:
New York City, NY – $ to $;
Morristown, NJ – $ to $. Compensation will be determined based on skills, experience, location, and other non‑discriminatory factors. Total compensation may include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards. First Citizens Bank offers a competitive benefits program. More information can be found at

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Position Requirements
10+ Years work experience
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