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Commercial Portfolio Analyst Jobs (NOW HIRING)

Berkadia

Portfolio Analyst

Ambler, PA · Hybrid

S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional ... The Portfolio Analyst is responsible for the detailed analysis and management of investment ...

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Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

Avidbank is a $2.6 billion commercial bank based in Silicon Valley serving the San Francisco Bay ... Portfolio Analyst Position type: Full-time Base Pay range: $70,000 - $100,000 Division: Venture ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

Avidbank is a $2.6 billion commercial bank based in Silicon Valley serving the San Francisco Bay ... Portfolio Analyst Position type: Full-time Base Pay range: $70,000 - $100,000 Division: Venture ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

Avidbank is a $2.6 billion commercial bank based in Silicon Valley serving the San Francisco Bay ... Portfolio Analyst Position type: Full-time Base Pay range:$70,000 - $100,000 Division: Venture ...

Allianz

Portfolio Analyst

Chicago, IL · On-site

$90K - $110K/yr

We are looking for a Portfolio Analyst, based in Chicago, IL Your Team The Chief Technical Office ... Developing proposals for improving the Allianz Commercial Operating Framework and ensuring ...

Axos Bank

Portfolio Analyst I

San Diego, CA · On-site

$22 - $26/hr

About This Job The Portfolio Analyst will support Credit & Portfolio Management by working with commercial borrowers and the portfolio management team to monitor loans. The role involves day-to-day ...

Axos Bank

Portfolio Analyst I

San Diego, CA · On-site

$22 - $26/hr

About This Job The Portfolio Analyst will support Credit & Portfolio Management by working with commercial borrowers and the portfolio management team to monitor loans. The role involves day-to-day ...

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Commercial Portfolio Analyst information

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How much do commercial portfolio analyst jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for commercial portfolio analyst in the United States is $39.55, according to ZipRecruiter salary data. Most workers in this role earn between $28.61 and $50.24 per hour, depending on experience, location, and employer.

What is a commercial portfolio analyst?

Commercial Portfolio Analysts are financial professionals who manage and evaluate a portfolio of commercial loans or investments for a bank, financial institution, or investment firm. They analyze financial statements, assess credit risk, and monitor the performance of assets in the portfolio to ensure they meet the company's risk and profitability objectives. Their responsibilities may also include preparing reports, recommending actions to mitigate risk, and working closely with relationship managers and clients. This role is essential in helping organizations make informed lending and investment decisions.

What are the key skills and qualifications needed to thrive as a commercial portfolio analyst?

To thrive as a Commercial Portfolio Analyst, you need strong analytical skills, financial acumen, and experience with portfolio management, often backed by a degree in finance, economics, or a related field. Familiarity with financial modeling tools, risk assessment software, and advanced Excel functions is typically required, with certifications like CFA or FRM considered advantageous. Exceptional attention to detail, problem-solving abilities, and effective communication skills help you interpret data and present insights to stakeholders. These competencies are crucial for accurately assessing portfolio performance and supporting strategic investment decisions.

How does a commercial portfolio analyst typically collaborate with relationship managers and credit officers?

As a Commercial Portfolio Analyst, you will regularly collaborate with relationship managers and credit officers to assess client portfolios, analyze credit risk, and ensure compliance with internal lending policies. This teamwork involves preparing detailed financial reports, participating in portfolio reviews, and providing data-driven insights to support lending decisions. Effective communication and the ability to present analysis clearly are essential, as your findings directly influence credit strategies and client relationship management.

What is the difference between Commercial Portfolio Analyst vs Credit Analyst?

AspectCommercial Portfolio AnalystCredit Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are commonBachelor's degree in finance, accounting, or related; certifications like CFA or CPA are common
Work EnvironmentFinancial institutions, corporate finance departments, investment firmsBanks, lending institutions, credit agencies
Employer & Industry UsageUsed in commercial banking, corporate finance, asset managementPrimarily in banking, lending, and credit risk assessment

The Commercial Portfolio Analyst focuses on managing and analyzing a portfolio of commercial loans or assets, ensuring profitability and risk management. In contrast, a Credit Analyst evaluates the creditworthiness of individual borrowers or companies to determine lending risk. While both roles require financial analysis skills and relevant certifications, their primary responsibilities and work environments differ, with the Commercial Portfolio Analyst concentrating on portfolio performance and the Credit Analyst on credit risk assessment.

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What job categories do people searching Commercial Portfolio Analyst jobs look for?

The top searched job categories for Commercial Portfolio Analyst jobs are:

Commercial Portfolio Analyst jobs near you
Infographic showing various Commercial Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $82,274 per year, or $39.6 per hour.

COMMERCIAL PORTFOLIO ANALYST

7 17 Credit Union

Warren, OH • On-site

Other

Re-posted 10 days ago

Job description

The Commercial Portfolio Analyst/Senior Commercial Portfolio Analyst manages an existing commercial loan portfolio by analyzing financials and timely identifying risk within the portfolio. Key responsibilities include collecting and tracking annual financial requirements, analyzing the financials of existing borrowers, recommending risk ratings, monitoring the health of the overall commercial loan portfolio, and assisting with new loan requests as needed.
All job positions at 7 17 Credit Union may be assigned further duties with or without notice, verbally or in writing. Essential duties and responsibilities include the following.
Primary Duties - Portfolio Management
  1. Analyze existing business and commercial loans and evaluate ongoing performance levels, and ensure compliance with specific performance requirements
  2. Complete financial and repayment analysis with a focus on cash flow, liquidity, and leverage analysis
  3. Partner with borrowers, lenders, legal counsel, commercial loan officers, and servicing regarding ongoing commercial loan administration
  4. Request, collect, and review quarterly and annual financial documentation
  5. Create and present relevant loan portfolio reports as required, and provide insights and strategic business recommendations
  6. Maintain compliance monitoring database that tracks credit approval requirements and receipt of member's financial reporting requirements
  7. Manage and process requests relating to various areas of Commercial Lending Servicing
  8. Prepare reports for the Special Asset Committee (SAC) and maintain SAC files for review by auditors/regulators
  9. Prepare monthly ALLL specific reserve reports for commercial loans

Secondary Duties - New Loan Underwriting and Miscellaneous
  1. Manage personal underwriting pipeline of smaller, less complex loans ensuring loan requests are reviewed timely and accurately
  2. Perform due diligence and develop financial projections for loan requests submitted to underwriting, ensuring that requests meet policy and guideline requirements
  3. Accurately risk rate proposed loans utilizing all available information
  4. Write detailed credit approval memorandums based on the financial trends and ratios and present to the appropriate level of approval authority
  5. Ensure credit proposals underwritten and presented for approval are compliant with Board Policy and NCUA regulations
  6. Keep abreast of changes within the regulatory environment to ensure compliance while responding to inquiries from auditors and regulatory agencies as necessary.
  7. Complete annual regulation training as assigned.
  8. Perform all other duties as assigned.

This position manages the following jobs: None
Internal and External Contacts: Other Employees, Members, Vendors , Corporate Management
Confidentiality Requirements: Must keep members' transactions and other Credit Union business in strictest confidence.
Travel Demands: Occasionally travel to vendors or business customers.
Prerequisite Education:
1. High school diploma or equivalent required
2. Undergraduate degree in Business, Finance or Economics preferred
Prerequisite Experience:
  1. Five years of financial institution experience required, with at least five years (senior portfolio analyst) or two years (portfolio analyst) in commercial loan underwriting, portfolio management, or credit administration in banking or other similar industries
  2. Excellent communication skills and ability to deal with others in a friendly, courteous and efficient manner
  3. Meticulous attention to detail
  4. Strong problem-solving ability
  5. Proficient with Microsoft Word, Excel and personal computer programs (such as Loan Origination or document preparation software)

Other Prerequisite Requirements of the Position:
  1. Ability to learn loan origination system and underwriting software
  2. Must be able to handle information in strict confidence
  3. Ability to proceed on own initiative

Required knowledge, skills and abilities once in the job:
Customer service attitude and skills to include:
Team player attitude, commitment, patience, enthusiasm, creativity, listening, comprehension, initiative, cooperation, attention to detail, resourcefulness
Professionalism to include:
Confidence, good judgment, appropriate demeanor and appearance, ability to interact with employees and members
Skills to include:
Problem solving, decision making, time management, interpersonal communications, organization, ability to work independently, flexibility
Must be accurate and thorough in underwriting and reviewing loans
Certifications, licenses required once in the job: None.
Physical, Mental or Visual Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to: stand, walk, sit, use hands to finger, handle, or feel objects, tools, or controls, reach with hands and arms, climb or balance, talk
This job regularly requires the employee to lift _1__ to _20_ pounds __5_ times per day.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, the ability to adjust and focus.
Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the environment is usually moderate.

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