Portfolio Analyst

Job Summary

Managing a portfolio of clients, the full-time Portfolio Analyst will assist in underwriting, evaluate financial performance, and develop business relationships to drive loan and deposit growth in a hybrid work environment.

Key responsibilities

• Assist in the underwriting and evaluation of new prospects and existing clients to support senior relationship managers
• Perform ongoing financial analysis to monitor trends impacting loan performance and prepare monthly reports on portfolio performance
• Coordinate with clients and internal teams to ensure an outstanding client experience and manage the loan documentation process

Required qualifications

• 2+ years of related experience in the financial industry
• Bachelor's degree or equivalent experience
• Experience with financial modeling and data interpretation
• Ability to thrive in a dynamic work environment
• Proactive attitude with strong leadership skills