Essential Job Responsibilities_____ 1. Tracks ongoing performance of loan portfolio clients. 2. Assists with financial statement, covenant and collateral analysis for Corporate Banking clients.
Essential Job Responsibilities_____ 1. Tracks ongoing performance of loan portfolio clients. 2. Assists with financial statement, covenant and collateral analysis for Corporate Banking clients.
Analyze market trends, competitive landscapes, customer needs, and portfolio performance to guide strategic decision-making and support long-range business planning. * Track strategic initiatives and ...
Analyze market trends, competitive landscapes, customer needs, and portfolio performance to guide strategic decision-making and support long-range business planning. * Track strategic initiatives and ...
Analyze market trends, competitive landscapes, customer needs, and portfolio performance to guide strategic decision-making and support long-range business planning. * Track strategic initiatives and ...
Analyze market trends, competitive landscapes, customer needs, and portfolio performance to guide strategic decision-making and support long-range business planning. * Track strategic initiatives and ...
Essential Job Responsibilities_____ 1. Tracks ongoing performance of loan portfolio clients. 2. Assists with financial statement, covenant and collateral analysis for Corporate Banking clients.
Essential Job Responsibilities_____ 1. Tracks ongoing performance of loan portfolio clients. 2. Assists with financial statement, covenant and collateral analysis for Corporate Banking clients.
Portfolio Analytics & Strategy Analyst Senior - Data, Modeling & Analytics
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As an Portfolio Analytics & Strategy Analyst Senior within PNC's Data, Modeling & Analytics ... Responsible for running complex business performance, risk and operational analytics. May include ...
Portfolio Analytics & Strategy Analyst Senior - Data, Modeling & Analytics
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Job Title:Senior Analyst, Innovation Investment Management Department:ERIK | Technology ... Monitor portfolio performance, financing activity, milestone achievement, external capital raised ...
Job Title:Senior Analyst, Innovation Investment Management Department:ERIK | Technology ... Monitor portfolio performance, financing activity, milestone achievement, external capital raised ...
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Forecast future budget needs, measure portfolio performance, and coordinate required compliance activities. Operate as the primary conduit for the Chief Data Officer or Chief AI and Analytics Officer ...
Support cross-sell opportunities as identified through client interaction. 4. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports.
Support cross-sell opportunities as identified through client interaction. 4. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports.
Support cross-sell opportunities as identified through client interaction. 4. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports.
Support cross-sell opportunities as identified through client interaction. 4. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports.
You will enable a more disciplined, transparent, and performance-driven portfolio through strong analytical frameworks, standardized processes, and actionable insights. What you'll do: Forward ...
You will enable a more disciplined, transparent, and performance-driven portfolio through strong analytical frameworks, standardized processes, and actionable insights. What you'll do: Forward ...
You will enable a more disciplined, transparent, and performance-driven portfolio through strong analytical frameworks, standardized processes, and actionable insights. What you'll do: Forward ...
You will enable a more disciplined, transparent, and performance-driven portfolio through strong analytical frameworks, standardized processes, and actionable insights. What you'll do: Forward ...
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Technology Business Analyst Lead
Columbus, OH · On-site
$136K - $177K/yr
Ensure all Business Analysts are aligned to expectations for the quality and thoroughness of ... Analyzes portfolio performance, KPIs, reports, and coordinates reporting for senior leadership.
Technology Business Analyst Lead
Columbus, OH · On-site
$136K - $177K/yr
Ensure all Business Analysts are aligned to expectations for the quality and thoroughness of ... Analyzes portfolio performance, KPIs, reports, and coordinates reporting for senior leadership.
Technology Business Analyst Lead
Columbus, OH · On-site
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Ensure all Business Analysts are aligned to expectations for the quality and thoroughness of ... Analyzes portfolio performance, KPIs, reports, and coordinates reporting for senior leadership.
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... analysis by working closely with business stakeholders throughout the project lifecycle. * Provide mentorship and guidance to agency project managers. * Monitor project and portfolio performance ...
IT Project Portfolio Management (PPM) Consultant
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... analysis by working closely with business stakeholders throughout the project lifecycle. * Provide mentorship and guidance to agency project managers. * Monitor project and portfolio performance ...
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Columbus, OH · On-site +1
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... portfolio analysis. Duties & Responsibilities: * Identifies credit quality issues, potential ... Evaluates and reports on the portfolio performance and forecasts future performance trends.
RV/Marine/Powersports Portfolio Specialist
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... portfolio analysis. Duties & Responsibilities: * Identifies credit quality issues, potential ... Evaluates and reports on the portfolio performance and forecasts future performance trends.
RV/Marine/Powersports Portfolio Specialist
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... portfolio analysis. Duties & Responsibilities: * Identifies credit quality issues, potential ... Evaluates and reports on the portfolio performance and forecasts future performance trends.
RV/Marine/Powersports Portfolio Specialist
Columbus, OH · On-site
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... portfolio analysis. Duties & Responsibilities: * Identifies credit quality issues, potential ... Evaluates and reports on the portfolio performance and forecasts future performance trends.
As a Consultant, Investment Professional Quantitative Analyst, you'll deliver cutting-edge analytics solutions that directly impact portfolio performance and investment strategies across multiple ...
As a Consultant, Investment Professional Quantitative Analyst, you'll deliver cutting-edge analytics solutions that directly impact portfolio performance and investment strategies across multiple ...
Drive performance optimization through analysis of portfolio and client data, identifying opportunities, and implementing strategies to improve recovery rates, productivity, and revenue. * Direct ...
Drive performance optimization through analysis of portfolio and client data, identifying opportunities, and implementing strategies to improve recovery rates, productivity, and revenue. * Direct ...
As a Consultant, Investment Professional Quantitative Analyst, you'll deliver cutting-edge analytics solutions that directly impact portfolio performance and investment strategies across multiple ...
As a Consultant, Investment Professional Quantitative Analyst, you'll deliver cutting-edge analytics solutions that directly impact portfolio performance and investment strategies across multiple ...
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Analyze portfolio performance, emerging claim trends, and significant loss activity to inform reserve decisions and business strategy. * Drive improvements in data quality, portfolio monitoring, and ...
Reserving - Global Specialty Financial Lines
Columbus, OH · On-site +1
$96K - $169K/yr
Analyze portfolio performance, emerging claim trends, and significant loss activity to inform reserve decisions and business strategy. * Drive improvements in data quality, portfolio monitoring, and ...
Portfolio Performance Analyst information
See salary details
$38K - $48K
1% of jobs
$48K - $58K
11% of jobs
$58K - $68K
5% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$68K - $78K
14% of jobs
$78K - $88K
19% of jobs
The median wage is $88.3K / yr.
$88K - $98K
19% of jobs
$103.7K is the 75th percentile. Wages above this are outliers.
$98K - $108K
12% of jobs
$108K - $118K
8% of jobs
$118K - $128K
6% of jobs
$128K - $138K
4% of jobs
$138K - $148K
1% of jobs
$38K
$93.2K
$148K
How much do portfolio performance analyst jobs pay per year?
- Investment Performance Analyst
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- Liquidity Analyst
- Financial Investment Analyst
- Hourly Investment Performance Analyst
- Full Time Investment Analyst

Full-time
Re-posted 14 hours ago
First Commonwealth Bank rating
7.8
Based on 12 frontline employees who took The Breakroom Quiz
78th of 170 rated banks
Job description
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and reporting to ensure the portfolio is well-managed and compliant. Manages an assigned portfolio of Corporate Banking clients as determined by Portfolio Manager Team Lead. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Ensures credit quality standards are executed and maintained within assigned portfolio.
Essential Job Responsibilities__________________________________
1. Tracks ongoing performance of loan portfolio clients.
2. Assists with financial statement, covenant and collateral analysis for Corporate Banking clients. Assess liquidity, leverage and debt service capacity.
3. In collaboration with Relationship Manager(s), manages an assigned portfolio of relationships. Portfolio size and complexity may vary based on length of service and management decisions.
4. Assists with the preparation of Annual reviews, Interim reviews, Covenant testing, Renewals and Modifications.
5. Monitors client financial performance versus plan objectives and financial covenant compliance on a regular basis; discusses the performance with Portfolio Manager Team Lead and relationship team.
6. Actively manages renewals and extensions of maturing notes and expiring commitments.
7. Monitors delinquencies within assigned portfolio. Identifies and escalates early warning signals of credit deterioration.
8. Reviews trend reports generated based on assigned portfolio with ability to address and communicate on both positive and negative trends.
9. Maintains awareness and advises the Relationship Manager and/or Credit Team in regards to alerts on critical items and awareness of key issues.
10. Assists with the preparation of loan modification requests, Criticized Asset Committee reports, Watch Review reports, Semi-Annual Line Sheets and any other required reports, on an as–needed basis.
11. Ensures portfolio meets internal policy and regulatory expectations.
12. Ability to assess and discuss risk ratings with the Credit Department.
13. Works with Portfolio Managers and Relationship Managers to gather borrower information on a timely basis including financial statements to assess borrower risk.
14. Ensures a seamless process for portfolio management by fostering strong communication by team members, including Credit, Credit Review and Loan Documentation departments.
15. Provides portfolio information on a timely basis to be included as part of credit analysis and/or performance reports. Develop a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes.
16. Develops knowledge of the procedures for compliance including a broad understanding of regulations.
17. Maintains a working knowledge of bank operating policies and procedures.
Bona Fide Occupational Qualifications___________________________
1. A bachelor’s degree in business, Accounting, Finance, Economics or related field.
2. Three (3) to Five (5) years of credit analysis experience. Understanding of financial statement analysis. Ability to spread financials and prepare cash flows and credit memos. Strong Excel and analytical skills.
3. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary.
4. A valid driver’s license and travel, including some overnight stays, are required.
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