About this role

Axos Bank is seeking a Portfolio Associate to manage a portfolio of subscription credit facilities and lending products. This role involves ongoing portfolio monitoring, transaction execution support, and financial analysis to ensure compliance with policies and regulations. The position offers commission eligibility and is based in New York, NY.

What we are looking for

6

Manage subscription credit facilities and lending products
Conduct ongoing portfolio monitoring and financial analysis
Execute transactions and ensure adherence to lending policies
Perform reporting and analysis on lending portfolio
Consult with customers and resolve inquiries
Bachelor's degree in Finance, Accounting, or related field

Work authorization

Must be authorized to work without sponsorship.