Portfolio Associate

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

Not verified last checked Jun 13, 2026

Salary

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401(k) match

Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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About this role

Portfolio Associate HQ - San Diego, CA Axos Bank Target Range: $75,000.00/Yr. - $100,000.00Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio. Responsibilities include portfolio surveillance, covenant tracking, loan review support, data integrity across systems, and coordination with Portfolio Managers, Credit, and Operations to ensure compliance with internal policy and regulatory expectations. Responsibilities: Monitor assigned NRELF loan portfolio for payments, maturities, covenant compliance, and required documentation Track, escalate, and document covenant breaches, exceptions, and emerging credit risks Support quarterly and annual loan reviews, including financial analysis and risk rating recommendations Assist with amendments, waivers, extensions, and ongoing portfolio maintenance Support portfolio reporting, stress testing exercises, and audit/regulatory requests Maintain accurate loan data and ownership in nCino and related systems Identify data issues and contribute to process and reporting improvements Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field 1-3+ years of experience in portfolio management, credit analysis, or commercial lending Working knowledge of financial statements, credit agreements, and covenant structures Strong Excel skills; experience with credit systems (nCino, Moody's, or similar) preferred High attention to

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