Portfolio Analyst

Dext Capital

  • Lake Oswego, Oregon
  • 30+ days ago

    Highlights

    Monitor portfolio performance metrics including delinquency, default trends, concentration risk, and exposure limits. Minimum of 3 years Demonstrated experience managing credit or operational risk within a financial portfolio.

    Numbers & Facts

    LocationLake Oswego, Oregon

    Description

    Job Duties/Responsibilities:

    • Monitor portfolio performance metrics including delinquency, default trends, concentration risk, and exposure limits
    • Conduct ongoing risk assessments to identify early warning indicators
    • Develop and execute action plans to mitigate credit and operational risk
    • Review financial statements and borrower performance to assess ongoing creditworthiness
    • Recommend risk rating adjustments as appropriate
    • Partner with Sales, Credit and Operations, and Asset Management to ensure alignment on portfolio strategy
    • Participate in credit committee discussions as needed
    • Prepare portfolio performance reports for senior leadership
    • Maintain documentation in accordance with company policy and audit standards

    Characteristics:

    • Strategic thinking with a forward looking perspective
    • Strong communication and stakeholder management skills
    • High level of accountability and ownership

    Experience Requirements:

    • Bachelor’s degree in Finance, Accounting, Business, Economics, or related field
    • Minimum of 3 years Demonstrated experience managing credit or operational risk within a financial portfolio
    • Strong financial statement analysis skills
    • Proficiency in Excel and financial modeling tools
    • Ability to synthesize complex data and communicate risk clearly to stakeholders
    • Familiarity with risk rating methodologies
    • Strong background in data analytics/experience running regression analyses 
    • Business development experience or demonstrated knowledge
    • Prior leasing experience
    • Proven strategic thinking, ideally from a role requiring high-level analysis
    • Creative, strategic, and deeply analytical mindset
    • Experience with scorecards and/or auto-decisioning is a bonus



    Salary Range: $65-85k

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