Portfolio Associate

Job Summary

A company is looking for a Portfolio Associate to join their Credit team.

Key Responsibilities

• Develop and maintain comprehensive portfolio performance reports and dashboards for stakeholders
• Analyze portfolio trends and provide actionable insights on risk, profitability, and growth opportunities
• Monitor key portfolio metrics and conduct ad-hoc analyses to support strategic initiatives

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, or a related quantitative field
• 3+ years of experience in financial analysis, portfolio analytics, or risk management within the banking or financial services industry
• Strong understanding of banking products and related financial concepts
• Expert knowledge of Excel; experience with nCino preferred
• Ability to work independently and collaboratively in a fast-paced environment