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Service Portfolio Analyst Jobs (NOW HIRING)

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

The Portfolio Analyst will assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships; including tapping into their own ...

CBRE Group, Inc.

Responsible for performing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of ...

CBRE Group, Inc.

Portfolio Analyst

Houston, TX · On-site

Responsible for performing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

Northern Trust is proud to provide innovative financial services and guidance to the world's most ... The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing ...

Quontic Bank

Portfolio Analyst

San Diego, CA · On-site

Title: Portfolio Analyst * Type: Full Time * Experience: Required * Function: Admin Support ... services. It focuses on providing banking and treasury management services to small ...

Dext Capital LLC

Portfolio Analyst

Lake Oswego, OR · On-site

$65K - $85K/yr

Dext Capital is a National, innovative, financial services company headquartered in the Portland ... portfolio * Strong financial statement analysis skills * Proficiency in Excel and financial ...

TIAA

Portfolio Analyst

Denver, CO · On-site

$81K - $92K/yr

Analyst, Portfolio The Analyst, Portfolio provides licensed investment and analytical support to ... Initiates client service requests via Salesforce CRM. Acts as liaison between TCSG, client and ...

New

City National Bank

Portfolio Analyst

Irvine, CA · On-site

$65K - $104K/yr

... Services * Transition / set up new client accounts * Analyze portfolio performance and research ... outliers * Respond to ad hoc client requests, and manage client and advisor phone calls in the ...

City National Bank

Portfolio Analyst

Irvine, CA · On-site

$65K - $104K/yr

... Services * Transition / set up new client accounts * Analyze portfolio performance and research ... outliers * Respond to ad hoc client requests, and manage client and advisor phone calls in the ...

System One

Portfolio Analyst

Vienna, VA · Remote

Portfolio Analyst Location: Vienna, VA Type: Contract, long term expected Compensation: Negotiable ... Increase consistency and self-service usage 5. Stakeholder Partnership * Partner across Product ...

CBRE

Portfolio Analyst

Houston, TX · On-site

Make presentation of analysis that will be used for investment decisions. * Assist Portfolio ... Provide general customer service to clients and related contacts. * Prepare various monthly and ...

City National Bank

$65K - $104K/yr

... Services * Transition / set up new client accounts * Analyze portfolio performance and research ... outliers * Respond to ad hoc client requests, and manage client and advisor phone calls in the ...

LanceSoft, Inc.

Portfolio Analyst III

Chattanooga, TN · On-site

... Services on agency-wide projects (typically less complex than those handled by a Senior Analyst ... a Senior Portfolio Analyst, collaborate with the financial organization to quantify project ...

CBRE

Portfolio Analyst

Houston, TX · On-site

Make presentation of analysis that will be used for investment decisions. * Assist Portfolio ... Provide general customer service to clients and related contacts. * Prepare various monthly and ...

System One

Portfolio Analyst

Vienna, VA · Remote

Portfolio Analyst Location: Vienna, VA Type: Contract, long term expected Compensation: Negotiable ... Increase consistency and self-service usage 5. Stakeholder Partnership * Partner across Product ...

System One

Portfolio Analyst

Vienna, VA · Remote

Portfolio Analyst Location: Vienna, VA Type: Contract, long term expected Compensation: Negotiable ... Increase consistency and self-service usage 5. Stakeholder Partnership * Partner across Product ...

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Service Portfolio Analyst information

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$38K

$93.2K

$148K

How much do service portfolio analyst jobs pay per year?

As of Sep 11, 2026, the average yearly pay for service portfolio analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Service Portfolio Analyst jobs?

For Service Portfolio Analyst jobs, the most frequently searched job titles are:

Infographic showing various Service Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Analyst

San Jose, CA • On-site

Avidbank
Commercial Banking • 51 - 200 employees
Learn more about Avidbankexternal

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Avidbank is a $2.6 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond. We are a highly responsive business bank, providing tailored financial solutions. We are advocates for our clients and specialize in providing innovative banking products and supportive services that exceed our clients' expectations.
Founded in 2003, we specialize in commercial & industrial lending, technology and asset-based lending, specialty finance, real estate construction and commercial real estate lending. We have one branch in San Jose along with loan production offices in Redwood City and San Francisco.
Title of position: Portfolio Analyst
Position type: Full-time
Base Pay range: $70,000 - $100,000
Division: Venture Lending
Work Location Type: San Jose or San Francisco
Location: California
The Role
The Portfolio Analyst is responsible for managing a portfolio of clients and developing good business relationships that lead to loans, deposits and other banking products offered by the Bank. The Portfolio Analyst will assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships; including tapping into their own professional network.
Job Responsibilities
  • Assist in the underwriting and evaluation of new prospects and existing clients to support the senior relationship manager and/or banker
  • Take ownership of all aspects of the underwriting, including spread preparation and presentation, cap table analysis, and financial due diligence.
  • Coordinate with all Avidbank support groups to deliver an outstanding client experience.
  • Proactively track performance of client operations, interfacing with the client and investment partners to consistently to monitor borrower performance.
  • Perform ongoing financial analysis to monitor trends and new developments that may impact loan performance.
  • Lead the underwriting, approval, negotiating, and closing processes for additional funding requests or modifications to existing loans.
  • Coordinate with existing clients and Bank to win the business of any new funds being raised by the client.
  • Coordinate with Bank, legal teams, loan closing team and prospect to support documentation of the Loan and Security Agreement (LSA), negotiation of the LSA language and terms with prospect on Bank's behalf. Lead the collection of all Bank required documents from the prospect, diligence review, and establishment of loan facility.
  • Prepare monthly reports and summaries to keep management informed on portfolio performance.
  • Communicate with client and Credit team to anticipate potential loan issues or questions and work with the senior relationship manager to formulate creative resolutions.
  • Perform other duties as assigned.

This position description is not intended to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time, with or without notice.
Qualifications
  • 2+ years of related experience in the financial industry
  • Results driven
  • Financial modeling experience and comfort
  • Thrives in a dynamic and remote work environment
  • Skilled communicator (written and verbal)
  • Strong ability to lead and motivate junior staff
  • Ability to interpret financial data and reports and when necessary, recommend appropriate actions
  • Ensures absolute confidentiality in all areas of responsibility
  • Proactive attitude and resourcefulness

Experience Required
This level of knowledge is normally acquired through a Bachelor's degree along with at least 2 years of related experience. Qualified candidates with equivalent experience should apply.
Benefits
Avidbank offers full time employees' competitive compensation, medical, dental, vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a competitive paid time off policy.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
Avidbank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We are an AA/EEO/Veterans/Disabled employer

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