Senior Portfolio Analyst-Debt Capital Markets

📋 Description

• Develop comprehensive credit information and recommendations for Relationship Managers and
• Co-sponsor credit recommendations with Relationship Managers and contribute to well-informed
• Review financial statements, forecasts, credit information, and other relevant materials to
• Analyze cash flow, balance sheets, profitability, liquidity, and solvency to identify financial
• Prepare complete and accurate credit packages for loan committees, ensuring sufficient time for
• Conduct business and economic analysis, financial modeling, business valuations, and other

🎯 Requirements

• Bachelor's degree in finance, business, accounting, or a related field preferred.
• At least 7 years of experience in credit analysis, financial analysis, lending, or a closely
• Strong demonstrated expertise in cash-flow, balance-sheet, profitability, liquidity, and solvency
• Familiarity with accounting principles as well as banking policies, procedures, and processes.
• Working knowledge of Excel or comparable spreadsheet and analytical software, with strong
• Ability to analyze, organize, prioritize, and categorize complex information and data from multiple

🎁 Benefits

• Annual base salary range of $98,644.40–$171,887.88, with geographic adjustments based on the hired
• Compensation may be determined within or, for legitimate business reasons, outside the stated range
• Competitive incentive compensation plan with bonus eligibility based on organizational and
• Fully remote work arrangement with the option to work from an office when needed.
• Medical, dental, and vision insurance coverage.
• 401(k) retirement plan with an automatic 3% employer contribution plus matching contributions of up