Description
The Portfolio Analyst monitors borrower performance, analyzes credit and collateral, validates compliance with loan agreements, performs financial and operational analyses, supports underwriting modifications and renewals, completes risk assessments, and collaborates with portfolio company management. The role requires a bachelor’s degree in Accounting, Finance, or Economics or relevant experience, strong financial statement analysis and Microsoft Excel skills, client communication ability, and attention to detail; public accounting experience and a master’s degree are preferred. Benefits include medical, dental, vision, retirement matching, paid leave, and family support.
