Top Tech Jobs & Startup Jobs in Austin, TX

Leads valuation, monitoring, and strategic management of complex closely held and private investments within fiduciary structures. Reviews financial statements, assesses risk, evaluates corporate actions and transactions, communicates recommendations to clients and advisors, ensures regulatory and fiduciary compliance, and mentors team members.

Senior Portfolio Manager oversees a complex commercial loan portfolio through financial analysis, risk assessment, monitoring, underwriting, and client interaction. Partners with Relationship Managers and Credit Risk on structuring, pricing, ratings, and documentation. Leads portfolio reviews, escalations, reporting, and coaching of junior staff while ensuring compliance with credit policy and regulatory guidelines.

Manages and oversees closely held and nonmarketable assets within trusts, estates, and foundations. Responsibilities include portfolio administration, financial analysis, asset valuation, corporate actions, transaction support, client and advisor communication, fiduciary compliance, risk escalation, documentation, reporting, and cross-functional collaboration with legal, tax, risk, and operations teams.

Originates residential first mortgage loans end-to-end, focusing on CRA-targeted lending to low-to-moderate income customers and nonprofit partners. Builds referral networks, mentors peers, runs outreach/homebuyer training, manages pipelines and reporting, ensures compliance with lending policies and federal regulations, and maintains high customer service.

The role involves developing profitable banking relationships, managing a large portfolio, ensuring credit excellence, and enhancing client experiences through collaboration with internal partners.