Tarun Kumar

Portfolio Manager - Tech & Innovation @ Western Alliance Bank

Role
AVP Ii - Portfolio Manager - Tech & Innovation at Western Alliance Bank
Location
San Francisco, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. AVP Ii - Portfolio Manager - Tech & Innovation

    Western Alliance Bank

    Oct 2022 — Present · San Francisco, CA, US

    Structured venture debt, recurring revenue facilities, growth capital, ABL, and revolving credit lines- Manage a portfolio of high-growth investor-backed technology companies ranging from seed stage to mid-market to public companies in the verticals of SaaS, AI/ML, fintech, climate tech, and life sciences with loan sizes ranging from $1MM to $100MM- Responsible for managing new opportunities from client acquisition, loan underwriting, investor diligence calls, loan committee presentation, proposal, and legal document negotiations to final booking- Developed and maintained client relationships with chief executives of portfolio companies, leading to additional cross-sell opportunities to Treasury Services, FOREX, credit cards, and other fee-income generating products- Collaborated with VC/PE firms to structure financing that aligned with investor requirements- Mentored junior analysts in underwriting and portfolio management- Presented workout strategies to senior credit committee, ensuring no charge-offs.

Education

  • San Francisco State University

    Undergraduate

  • CFA Institute

    Level 2 Candidate

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Tarun Kumar — AVP Ii - Portfolio Manager - Tech & Innovation at Western Alliance Bank in San Francisco, CA, US | Unifers