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.
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.
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 ...
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 ...
Build and run a standardized process for analyzing and reporting resource capacity (internal ... Portfolio Reporting to Executive Team * Deliver recurring executive-level insights and ...
Build and run a standardized process for analyzing and reporting resource capacity (internal ... Portfolio Reporting to Executive Team * Deliver recurring executive-level insights and ...
Portfolio Manager, International Equity (Quantitative)
Columbus, OH · On-site
$238K - $286K/yr
Conduct timely portfolio analysis and management to support development and implementation of STRS Ohio's investment strategies with a goal of meeting the long-term performance objectives of ...
Portfolio Manager, International Equity (Quantitative)
Columbus, OH · On-site
$238K - $286K/yr
Conduct timely portfolio analysis and management to support development and implementation of STRS Ohio's investment strategies with a goal of meeting the long-term performance objectives of ...
Portfolio Manager, International Equity (Quantitative)
Columbus, OH · On-site
$238K - $286K/yr
Conduct timely portfolio analysis and management to support development and implementation of STRS Ohio's investment strategies with a goal of meeting the long-term performance objectives of ...
Portfolio Manager, International Equity (Quantitative)
Columbus, OH · On-site
$238K - $286K/yr
Conduct timely portfolio analysis and management to support development and implementation of STRS Ohio's investment strategies with a goal of meeting the long-term performance objectives of ...
Oversees portfolio analysis and assists in deal structuring and legal document review and negotiation. 2. In collaboration with Relationship Manager(s), manages and grows a portfolio of companies.
Oversees portfolio analysis and assists in deal structuring and legal document review and negotiation. 2. In collaboration with Relationship Manager(s), manages and grows a portfolio of companies.
Oversees portfolio analysis and assists in deal structuring and legal document review and negotiation. 2. In collaboration with Relationship Manager(s), manages and grows a portfolio of companies.
Oversees portfolio analysis and assists in deal structuring and legal document review and negotiation. 2. In collaboration with Relationship Manager(s), manages and grows a portfolio of companies.
Source, analyze, trade and monitor individual securities in the municipal, corporate, and ... fixed income portfolios * Excellent communication skills and ability to work with other team ...
Source, analyze, trade and monitor individual securities in the municipal, corporate, and ... fixed income portfolios * Excellent communication skills and ability to work with other team ...
Portfolio Manager
Dublin, OH · On-site
Source, analyze, trade and monitor individual securities in the municipal, corporate, and ... fixed income portfolios * Excellent communication skills and ability to work with other team ...
Portfolio Manager
Dublin, OH · On-site
Source, analyze, trade and monitor individual securities in the municipal, corporate, and ... fixed income portfolios * Excellent communication skills and ability to work with other team ...
Planning & Portfolio Manager
Delaware, OH · On-site
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 ...
Planning & Portfolio Manager
Delaware, OH · On-site
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 ...
Portfolio Manager, Inventory Finance
Columbus, OH · On-site
$70K - $97K/yr
The Portfolio Manager will lead coordination of the inventory inspection (floorplan audit) function and be the primary contact with the field auditors, including review and analysis of results and ...
Quick apply
Portfolio Manager, Inventory Finance
Columbus, OH · On-site
$70K - $97K/yr
The Portfolio Manager will lead coordination of the inventory inspection (floorplan audit) function and be the primary contact with the field auditors, including review and analysis of results and ...
CRE Portfolio Manager I
Columbus, OH · On-site +1
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends. * Perform other duties as assigned. Basic Qualifications: * Bachelor ...
CRE Portfolio Manager I
Columbus, OH · On-site +1
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends. * Perform other duties as assigned. Basic Qualifications: * Bachelor ...
CRE Portfolio Manager I
Columbus, OH · On-site +1
Work with and mentor Credit Analysts to develop required competencies and experience. Prioritize work to meet customer expectations. Analysis of existing portfolio to identify trends and ...
CRE Portfolio Manager I
Columbus, OH · On-site +1
Work with and mentor Credit Analysts to develop required competencies and experience. Prioritize work to meet customer expectations. Analysis of existing portfolio to identify trends and ...
CRE Portfolio Manager I
Columbus, OH · On-site +1
Work with and mentor Credit Analysts to develop required competencies and experience. Prioritize work to meet customer expectations. Analysis of existing portfolio to identify trends and ...
CRE Portfolio Manager I
Columbus, OH · On-site +1
Work with and mentor Credit Analysts to develop required competencies and experience. Prioritize work to meet customer expectations. Analysis of existing portfolio to identify trends and ...
CRE Portfolio Manager I
Columbus, OH · On-site +1
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends. * Perform other duties as assigned. Basic Qualifications: * Bachelor ...
CRE Portfolio Manager I
Columbus, OH · On-site +1
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends. * Perform other duties as assigned. Basic Qualifications: * Bachelor ...
CRE Portfolio Manager I
Columbus, OH · On-site
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends. * Perform other duties as assigned. Basic Qualifications: * Bachelor ...
CRE Portfolio Manager I
Columbus, OH · On-site
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends. * Perform other duties as assigned. Basic Qualifications: * Bachelor ...
... collateral analysis for Corporate Banking clients. Assess liquidity, leverage and debt service ... Portfolio size and complexity may vary based on length of service and management decisions. 3. ...
... collateral analysis for Corporate Banking clients. Assess liquidity, leverage and debt service ... Portfolio size and complexity may vary based on length of service and management decisions. 3. ...
Weekend Portfolio 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
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Corporate Banking Portfolio Analyst - Commercial and Industrial
Powell, OH • On-site
Full-time
Re-posted 15 days ago
First Commonwealth Bank rating
8.1
Based on 13 frontline employees who took The Breakroom Quiz
65th of 171 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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