Portfolio Associate
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
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
