Skip to Content
Portfolio Analyst

Job Description

Manhattan-based commercial bank seeks an experienced Portfolio Analyst to support the management of our growing commercial loan portfolio. Salary is commensurate with experience and standard benefits are available. Job requirements and qualifications are as follows:


 Prepares periodic credit reviews;

 Prepares credit memos for loan renewals and amendments to reflect a detailed understanding of each credit;

 Monitors and reports on assigned portfolio;

 Participates in workout of troubled portfolio loans;

 Conducts site visits, meets with borrowers and analyzes financial and qualitative data to evaluate loans and underlying credit risks;

 Obtains and reviews customer financial information; and

 Ensures compliance with credit policies and procedures.

Not ready to apply?

Add your resume instead and let employers find you. You'll be able to see who found you in a search, and viewed your profile.

Job Requirements

 Bachelor’s Degree in Accounting, Finance or Business;

 7+ years’ experience in commercial lending at a commercial bank;

 C&I lending/portfolio management experience preferred;

 Strong knowledge of financial statements and cash flow analysis;

 Self-motivated and detail-oriented work ethic;

 Strong interpersonal, verbal and written communication skills; and

 Superior knowledge of MS Word and Excel.

Job Snapshot

Employment Type Full-Time
Job Type Banking
Education 4 Year Degree
Experience At least 7 year(s)
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
CareerBuilder Tip:
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using you are agreeing to comply with and be subject to the Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.

Portfolio Analyst

Enter notes about this job: