Hybrid Portfolio Analyst

Posted last month

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About the role

  • Portfolio Analyst managing a client portfolio in commercial real estate finance. Collaborating with team members to enhance financial performance and client solutions in a dynamic environment.

Responsibilities

  • Provides relationship management support for assigned portfolio of clients
  • Proactively manages the portfolio to maximize profitability and ensure strong asset quality
  • Assists in resolving out-of-balance and/or other default situations
  • Analyzes and underwrites construction and interim loans

Requirements

  • Bachelor's degree in accounting, finance or related field OR equivalent experience
  • 1+ years of finance-related experience (preferred)
  • Proficiency in MS Office suite, spreadsheets, Internet applications, and common business software (preferred)
  • Demonstrated ability to communicate effectively in both written and verbal communications (preferred)

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options

Job title

Portfolio Analyst

Job type

Experience level

Junior

Salary

$71,000 - $122,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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