Park City, UT · On-site
... * Assist Relationship Managers and Loan Operations staff in loan closing activities * Provide post-funding analytical and monitoring support of credit relationships and portfolio maintenance, as ...
Park City, UT · On-site
... * Assist Relationship Managers and Loan Operations staff in loan closing activities * Provide post-funding analytical and monitoring support of credit relationships and portfolio maintenance, as ...
Park City, UT · On-site
... * Assist Relationship Managers and Loan Operations staff in loan closing activities * Provide post-funding analytical and monitoring support of credit relationships and portfolio maintenance, as ...
Park City, UT · On-site
... * Assist Relationship Managers and Loan Operations staff in loan closing activities * Provide post-funding analytical and monitoring support of credit relationships and portfolio maintenance, as ...
... portfolios. The ARM provides timely, accurate financial analysis and makes recommendations ... Serve as an important part of the Relationship Management team. * As requested by RM, attend ...
... portfolios. The ARM provides timely, accurate financial analysis and makes recommendations ... Serve as an important part of the Relationship Management team. * As requested by RM, attend ...
Lindon, UT · On-site +1
Prepare analysis and reporting to Senior Management related to runoff and portfolio retention performance. * Team Management * Supervise a servicing assistant responsible for interim servicing tasks ...
Lindon, UT · On-site +1
Prepare analysis and reporting to Senior Management related to runoff and portfolio retention performance. * Team Management * Supervise a servicing assistant responsible for interim servicing tasks ...
Lehi, UT · Hybrid
About this Opportunity: As a Portfolio Strategy Internon the Human Resources Generalists ... * Assist with projects assigned by Manager We're looking for talent who: * Has a minimum of a high ...
Lehi, UT · Hybrid
About this Opportunity: As a Portfolio Strategy Internon the Human Resources Generalists ... * Assist with projects assigned by Manager We're looking for talent who: * Has a minimum of a high ...
Lehi, UT · On-site
About this Opportunity: As a Portfolio Strategy Intern on the Human Resources Generalists ... * Assist with projects assigned by Manager We're looking for talent who: * Has a minimum of a high ...
Lehi, UT · On-site
About this Opportunity: As a Portfolio Strategy Intern on the Human Resources Generalists ... * Assist with projects assigned by Manager We're looking for talent who: * Has a minimum of a high ...
Salt Lake City, UT · On-site
Help to direct and manage workflows for Analysts and Associates. * Portfolio Support: Act as a valuable partner to portfolio companies, anticipating their needs and providing strategic guidance.
Salt Lake City, UT · On-site
Help to direct and manage workflows for Analysts and Associates. * Portfolio Support: Act as a valuable partner to portfolio companies, anticipating their needs and providing strategic guidance.
Salt Lake City, UT · On-site
$108 - $166/hr
Assist in maintaining the manager pipeline, research database, and investment tracking systems.Support the preparation of quarterly investment monitoring reports, portfolio reviews, and other ...
Salt Lake City, UT · On-site
$108 - $166/hr
Assist in maintaining the manager pipeline, research database, and investment tracking systems.Support the preparation of quarterly investment monitoring reports, portfolio reviews, and other ...
Murray, UT · On-site
$65 - $85/hr
Assist the Director of Portfolio Management with other credit administration functions.Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading of ...
Murray, UT · On-site
$65 - $85/hr
Assist the Director of Portfolio Management with other credit administration functions.Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading of ...
Murray, UT · On-site
... * Assist the Director of Portfolio Management with other credit administration functions. * Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading ...
Murray, UT · On-site
... * Assist the Director of Portfolio Management with other credit administration functions. * Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading ...
Murray, UT · On-site
$55 - $75/hr
... * Assist the Director of Portfolio Management with other credit administration functions. * Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading ...
New
Murray, UT · On-site
$55 - $75/hr
... * Assist the Director of Portfolio Management with other credit administration functions. * Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading ...
New
Sandy, UT · On-site
$17 - $22.25/hr
Maintain and update client records, ensuring data integrity within CRM and portfolio management ... * Assist advisors with the preparation of financial planning materials, proposals, and ...
Sandy, UT · On-site
$17 - $22.25/hr
Maintain and update client records, ensuring data integrity within CRM and portfolio management ... * Assist advisors with the preparation of financial planning materials, proposals, and ...
... * Assist the Director of Portfolio Management with other credit administration functions. * Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading ...
... * Assist the Director of Portfolio Management with other credit administration functions. * Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading ...
Salt Lake City, UT · On-site
$70 - $110/hr
This role serves as a bridge between analytical support and full portfolio management, often ... Asset Strategy Support: Assist the Asset Manager in developing mid- and long-term strategies for ...
Salt Lake City, UT · On-site
$70 - $110/hr
This role serves as a bridge between analytical support and full portfolio management, often ... Asset Strategy Support: Assist the Asset Manager in developing mid- and long-term strategies for ...
Salt Lake City, UT · On-site
This role serves as a bridge between analytical support and full portfolio management, often ... Asset Strategy Support: Assist the Asset Manager in developing mid- and long-term strategies for ...
Quick apply
Salt Lake City, UT · On-site
This role serves as a bridge between analytical support and full portfolio management, often ... Asset Strategy Support: Assist the Asset Manager in developing mid- and long-term strategies for ...
This position combines people leadership, engineering management, and project portfolio oversight ... * Assist engineering teams in solution architecture reviews, execution planning, troubleshooting ...
This position combines people leadership, engineering management, and project portfolio oversight ... * Assist engineering teams in solution architecture reviews, execution planning, troubleshooting ...
Salt Lake City, UT · On-site
Asset Living's growing portfolio includes a multitude of properties across the country that span ... Marketing Management * Assist in developing the annual marketing plan and marketing budget
Salt Lake City, UT · On-site
Asset Living's growing portfolio includes a multitude of properties across the country that span ... Marketing Management * Assist in developing the annual marketing plan and marketing budget
West Jordan, UT · On-site
Asset Living's growing portfolio includes a multitude of properties across the country that span ... Marketing Management * Assist in developing the annual marketing plan and marketing budget
West Jordan, UT · On-site
Asset Living's growing portfolio includes a multitude of properties across the country that span ... Marketing Management * Assist in developing the annual marketing plan and marketing budget
Asset Living's growing portfolio includes a multitude of properties across the country that span ... Marketing Management * Assist in developing the annual marketing plan and marketing budget
Asset Living's growing portfolio includes a multitude of properties across the country that span ... Marketing Management * Assist in developing the annual marketing plan and marketing budget
West Jordan, UT · On-site
Asset Living's growing portfolio includes a multitude of properties across the country that span ... Marketing Management * Assist in developing the annual marketing plan and marketing budget
West Jordan, UT · On-site
Asset Living's growing portfolio includes a multitude of properties across the country that span ... Marketing Management * Assist in developing the annual marketing plan and marketing budget
$12.47 - $14.56
5% of jobs
$14.56 - $16.65
1% of jobs
$16.65 - $18.74
1% of jobs
$18.74 - $20.83
9% of jobs
$21.48 is the 25th percentile. Wages below this are outliers.
$20.83 - $22.92
26% of jobs
The median wage is $23.40 / hr.
$22.92 - $25.01
29% of jobs
$25.28 is the 75th percentile. Wages above this are outliers.
$25.01 - $27.10
18% of jobs
$27.10 - $29.18
7% of jobs
$29.18 - $31.27
2% of jobs
$31.27 - $33.36
0% of jobs
$33.36 - $35.45
0% of jobs
$12
$23
$35
| Aspect | Portfolio Management Assistant | Financial Analyst |
|---|---|---|
| Required Credentials | Typically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are common | Same as Portfolio Management Assistant; often requires a bachelor's degree and CFA Level I or II |
| Work Environment | Supportive role within asset management firms, banks, or investment companies; team-based | Analytical role in finance departments, investment firms, or banks; focus on data analysis |
| Employer & Industry Usage | Used in asset management, wealth management, and investment firms | Common in finance, investment banking, and corporate finance sectors |
Both roles require similar educational backgrounds and certifications, often working within the finance industry. The Portfolio Management Assistant primarily supports portfolio managers with administrative and research tasks, while the Financial Analyst focuses more on analyzing financial data to guide investment decisions.
The most popular types of Portfolio Management jobs in Utah are:
AgileCap is a growing entrepreneurial company based in Park City, UT. The company has lent millions in capital funding to insurance agencies since it began in 1998. Initially launched as Commissions Funding Group, the business was transitioned to AgileCap in 2014. AgileCap's only goal is to serve as the premier lending expert for companies in the insurance industry. This includes small-to-mid-sized insurance sales organization and intermediaries like Manager General Agencies, Brokerage General Agencies, Insurance TPAs, Franchisers and Associations. Few traditional lenders will help insurance businesses with flexible loans, mainly because they don't see that sufficient collateral exists. AgileCap uses its sophisticated understanding of the insurance commission structure to collateralize an agency's future commissions. This gives us the advantages of quick turnaround, total flexibility in loan structure, and competitive finance terms. These advantages are complimented by personalized service and agency-tailored support, the hallmarks of our business practice.
our Commercial Loan Underwriter, you will provide support to lending teams in the origination and servicing of credit relationships. You are responsible for independently underwriting all credit requests and analyzing the repayment capacity of new applicants and existing obligors.
You may recommend loan structures, terms, covenants, and risk ratings. Additionally, you may support the monitoring of borrower compliance with approved terms, portfolio management, and assisting in the administration of credit relationships. Analysts will be proficient in spreading financial statements and underwriting a variety of industries, loan products, and collateral types, including, but not limited to: nonprofit, owner-occupied real estate, multifamily income properties, commercial investor real estate, accounts receivable and inventory, and equipment.
Duties and Responsibilities
Requirements and Qualifications
If you have these qualifications and are looking for a great opportunity we want to meet you. We offer a competitive base salary, healthy benefit package and generous bonus program but most of all the ability to contribute to a team and learn and grow with our company.
All your information will be kept confidential according to EEO guidelines.
Sourced by ZipRecruiter
Finance and insurance
1 - 10 Employees
Park City, UT, US
2014
