2,499 Portfolio Analyst jobs in the United States
Portfolio Analyst
Posted 1 day ago
Job Viewed
Job Description
MRK Partners is seeking a dynamic Portfolio Analyst, with prior multifamily property experience, who will provide data and financial analysis across the asset management portfolios to inform strategic decisions. Please note: this is an onsite role in our LA office.
MRK Partners is a privately held real estate investment and asset management company specializing in the acquisition, preservation, and repositioning of affordable housing. MRK Partners is committed to a world of equity and a shared humanity where all may thrive and reach their highest potential. Our mission is to develop exceptional and affordable housing across the nation. A secure home and supportive community are integral to achieving empowerment. In collaboration with our residents and partners, we identify and create opportunities for upward mobility, nurture resiliency, and support each individual's journey toward fulfillment and wellbeing.
What You Will Do:
- Analyze asset performance within the assigned portfolios and provide insights to Asset Managers.
- Provide financial underwriting, modeling, and analysis for current affordable multifamily projects.
- Review, analyze, and summarize tax returns and financial statements to inform asset management decisions.
- Conduct research on and evaluate policies, markets, demographics, programs, and strategies as aligned to the portfolio needs.
- Prepare analysis and memos for appropriate internal review processes.
- Perform specific data analysis to assist AM team with reports or presentations as requested.
- Review and synthesize rent collection data and vacancies to guide leasing direction.
- Review variance reports to determine patterns within OpEx, provide data driven solutions for improvements.
- Execute special projects in a timely and effective manner, as assigned by leadership.
- Create and maintain property and market level databases.
- Manage systems and projects in a timely and orderly fashion.
Qualifications and Education:
- Bachelor's Degree in Business, Finance, or related field. Relevant experience may be substituted for education.
- Minimum of three years of relevant experience in an analyst role.
- Experience in commercial real estate, banking, or another similar environment highly preferred.
- Prior experience with multifamily housing required; prior affordable housing experience preferred.
- Proficient in Microsoft Office Suite and virtual meeting applications.
- Experience working with Monday.com Work OS and RealPage software preferred but not required.
- Ability to use AIM internal portfolio system.
The compensation range for this role is $80,000-$90,000 salary, based on experience.
We believe diversity is essential to our organization's growth and success. MRK Partners strives to create an inclusive, accepting culture and seeks individuals of all backgrounds to join our innovative organization. We are a proud equal opportunity employer.
Portfolio Analyst
Posted 2 days ago
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Job Description
Join to apply for the Portfolio Analyst role at Banc of California Join to apply for the Portfolio Analyst role at Banc of California Get AI-powered advice on this job and more exclusive features. BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY The Portfolio Analyst role is responsible for monitoring the performance of borrowers, identifying deviations from expected performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client’s operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. How You’ll Make a Difference Conduct financial analysis of credit and collateral of borrowers, with an emphasis on data collection and analysis. Validate borrower compliance based on the Loan & Security Agreement. Perform financial, operational, valuation, and transactional analyses. Assist in underwriting modifications or renewals for borrowers, and help present deals to credit committee. Complete borrower risk assessments. Maintain data integrity in internal bank systems related to financials or other key information. Produce internal deliverables. Collaborate with management teams of portfolio companies to understand performance and financial needs. Travel to client sites. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. What You’ll Bring Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements) Ability to multi-task in a fast paced environment Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses Strong interpersonal, writing and oral communication skills Comfortable interacting directly with clients Above average knowledge of MS Word and Excel “Self-Starter” Candidate must have great attention to detail Bachelor’s Degree and/or relevant work experience or training Preferred: 1-2 years related experience or public accounting How We’ll Support You Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Banc of California by 2x Get notified about new Portfolio Analyst jobs in San Diego, CA . Business Analyst – Financial Services PMO Financial Services - Consulting - Guidewire - Business Analyst - Senior Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE Financial Services - Consulting - Guidewire - Business Analyst - Manager Business Analyst - State, Local & Education (SLED) Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE National City, CA $50,000.00-$0,000.00 2 days ago Poway, CA 81,080.00- 141,650.00 5 days ago Territory Business Manager - Neurology Specialty Sales - GROWING COMPANY WITH A SPECIALIZED PRODUCT PORTFOLIO - San Diego, California Product Repair Technician(Must have Electronics Certificate or BA/AA in Electronics ) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Portfolio Analyst
Posted 2 days ago
Job Viewed
Job Description
Overview:
- Bachelor's Degree or equivalent
- 2 years of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged; referrals encouraged)
- 0-3 years of experience in finance related role , preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged; referrals encouraged)
- Strong problem solving and analytical skills
- Attention to detail
- Ability and desire to learn
- Excellent communication skills; professional demeanor
- Ability to effectively address Client or FA trade and investment related questions
- Ability to learn the Firms proprietary trading system, and the portfolio accounting system
- Ability to multi-task and prioritize multiple deliverables
- Quality of work product; quality assurance of work product of others
- Commitment to pursue CFA; level one candidate
- Proficient in basic computer software tools, e.g., MS Word, Excel, Outlook, and PowerPoint
- Interest and / or experience in client facing role
- Interest in financial markets and investing
- Bachelors degree - preferably major in Finance
WHAT'S IN IT FOR YOU? Compensation Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North Americas leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-CH #LI-CH
Portfolio Analyst
Posted 9 days ago
Job Viewed
Job Description
NGP Capital is a global venture capital firm that partners with exceptional founders to turn their big ideas into companies that shape a better future. For over two decades, we’ve been at the forefront of every technological milestone—backing early-stage B2B companies within industrial technology, enterprise software, cybersecurity, and edge & data infrastructure. With over $1.6 billion in assets under management, we have backed 100+ companies, 19 unicorns, and 11 IPOs. Our latest $400 million Fund V, launched in 2022, focuses on pioneering companies driving the convergence of the physical and digital worlds. Opportunity NGP Capital is seeking an Analyst/Associate to oversee portfolio data integrity, reporting, and analytics. This role is central to supporting decision-making across investment teams, finance, and LP relations. The candidate will lead portfolio valuation processes, maintain our analytics systems, and help drive insights across our portfolio. The individual will also work with the investment team on new deals and analysis for follow on rounds. Key Responsibilities Manage quarterly valuations for individual portfolio companies, incorporating an understanding of the relevant supporting accounting valuation methodologies and approaches. Analyze monthly and quarterly performance data in collaboration with portfolio company leadership. Provide analytical and qualitative support for fundraising, valuations, portfolio company metrics, sale valuation analyses. Provide portfolio support to individual companies where relevant. Ensure accuracy and actionable insight in portfolio data, supporting investment team reviews, risk assessments, and fund performance projections. Review legal transaction documents to understand capital structures. Conduct scenario analysis and performance reviews across the portfolio. Support financial due diligence on new deals, follow-on investments, and Fund of Fund opportunities. Draft investor communications, including quarterly and annual updates. Qualifications Bachelor’s degree in Finance, Economics, or a related field with a strong academic record. 1–5 years of professional experience in an analytical or finance-focused role. Proficiency in financial modeling, valuation, and data analysis (Excel, etc.). Solid understanding of investments, M&A, and private company valuation. Excellent communication skills and ability to work cross-functionally. Highly organized, proactive, and capable of managing multiple priorities. Strong interpersonal skills and a collaborative mindset. #J-18808-Ljbffr
Portfolio Analyst
Posted 20 days ago
Job Viewed
Job Description
Get AI-powered advice on this job and more exclusive features. Continue with Google Continue with Google Continue with Google Continue with Google Direct message the job poster from Gemmer Asset Management LLC About Us Gemmer Asset Management LLC is a dynamic and growing investment management firm located in Walnut Creek, California. We currently manage approximately $2 billion in assets for individuals and institutions.The firm’s primary focus is to serve our clients through the management of customized portfolios and personalized service. Job Description We are seeking a motivated and detail-oriented Portfolio Analyst to join our investment team. This role offers an excellent opportunity for a recent graduate or early-career professional to develop expertise in portfolio management, asset allocation, and financial analysis while working under the guidance of experienced professionals. Responsibilities ·Assist in the management of investment portfolios, ensuring alignment with objectives and risk tolerance ·Support the development and maintenance of investment strategies and asset allocation models ·Assist with daily trading for client accounts ·Conduct research and analysis on financial markets, asset classes, and investment opportunities ·Monitor portfolio performance and generate reports for senior portfolio managers ·Prepare presentations, financial models, and reports to communicate insights ·Stay updated on economic trends, regulatory changes, and industry developments Qualifications ·Bachelor’s degree in Finance, Economics, Business, or a related field ·2-5 years of experience in portfolio management, investment analysis, or a related field ·Strong analytical and quantitative skills with proficiency in financial modeling ·Knowledge of investment principles, asset classes, and market trends ·Proficiency in Microsoft Excel and financial software (e.g., Bloomberg, Morningstar). ·Excellent communication and presentation skills ·Detail-oriented with strong organizational skills and the ability to multitask ·CFA Level I or willingness to pursue the CFA designation is a plus Benefits ·Generous benefits package: medical insurance, dental insurance, life insurance, 401(k) plan with employer contribution ·Pre-tax benefits for dependent care and health care FSA ·Paid parking ·2 weeks of Paid Time Off How to Apply Interested applicants should send a resume and cover letter via e-mail to Michael Mischler at Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Gemmer Asset Management LLC by 2x Get notified about new Portfolio Analyst jobs in Walnut Creek, CA . Blackstone Credit & Insurance - Blackstone Corporate Bond Strategies, Junior Portfolio Manager Walnut Creek, CA $0,000 - 100,000 8 hours ago Risk Operations Specialist | Portfolio Risk Management San Francisco, CA 92,100 - 140,700 5 days ago San Francisco, CA 105,000 - 135,000 2 weeks ago Chief Investment Officer (CIO) - Office of the Treasurer & Tax Collector (0953) Associate, Portfolio Manager - Derivatives and Digital Assets Acquisitions and Portfolio Management Vice President Manager, Portfolio Strategist - AMER, AMER Strategy and Planning San Francisco, CA 150,000.00 - 200,000.00 2 weeks ago San Francisco, CA 150,000.00 - 200,000.00 2 weeks ago Walnut Creek, CA 113,000.00 - 200,000.00 2 months ago San Ramon, CA 48,000.00 - 73,000.00 1 week ago Pleasanton, CA 102,960 - 171,600 2 weeks ago San Ramon, CA 87,000 - 161,400 4 days ago Alameda, CA 112,000 - 224,000 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Portfolio Analyst
Posted 3 days ago
Job Viewed
Job Description
Finance
Mountain View, CA (HQ)
**About the company**
X is Alphabet's moonshot factory. We are a diverse group of inventors and entrepreneurs who build and launch technologies that aim to improve the lives of millions, even billions, of people. Our goal: 10x impact on the world's most intractable problems, not just 10% improvement. We approach projects that have the aspiration and riskiness of research with the speed and ambition of a startup.
**About the team:**
In addition to projects that have been publicly announced (
x.company
), we have an exciting, confidential project pipeline that requires strong financial support. You will be helping to develop these initiatives into potential real world projects from day one.
**About the role:**
The Portfolio Analyst role is an exciting position, demanding excellent analytical, business partnering and thought leadership skills. You will own and manage X's financial data and planning cycles, ensuring quality in our data infrastructure and integrity in our reporting processes, and using that data to identify actionable insights and metrics for X's portfolio. In addition, you will lead strategic finance for a number of X projects, requiring you to partner with product, engineering, business development and other cross-functional staff to help your teams make critical business decisions. Your projects will depend on you for business models, capital allocation and P and L statements. This is a varied and unpredictable role, requiring you to be comfortable with uncertainty and constantly re-assessing how to support the needs of our diverse projects.
**How you will make 10X impact:**
+ Partner with project leaders to model business scenarios, track key performance indicators, and pinpoint strategic levers and risks, directly informing critical financial decisions.
+ Collaborate with product, legal, and business development teams to shape go-to-market strategies and facilitate the successful completion of initial commercial agreements for new projects.
+ Lead monthly, quarterly, and annual financial planning cycles, enhancing performance visibility and optimizing X's capital allocation process.
+ Conduct comprehensive market research and competitive intelligence, analyzing funding trends, competitor achievements, key industry players, and future product roadmaps to guide investment decisions and bolster X's portfolio companies.
+ Manage and maintain X's internal finance database using SQL, transforming raw data into actionable insights and recommendations for the portfolio.
+ Design impactful reports and visualizations that simplify complex data, generating actionable insights to foster consensus among X leadership and stakeholders.
**What you should have:**
+ 3+ years experience in financial modeling, data analytics, finance, startup finance, venture capital, or similar relevant environment
+ BA/BS degree in finance, economics, business, or technical field, or equivalent practical experience
+ Thrive on ambiguity, setting own goals and effectively delivering to them in a very fast-changing environment
+ Ability to build business models from the ground up, and to extract insights from data and present it to a senior audience effectively
+ Experience working with financial data and reporting, including proficiency in SQL
**It would be great if you also had these:**
+ Experience in Financial Planning and Analysis (FP and A), Consulting, Data Modeling, Corporate Strategy, Business Operations or other Finance functions
+ Working knowledge of capital allocation, corporate finance, financial accounting, managerial accounting and cost accounting principles (e.g., capitalization, CapEx, balance sheet inventory, analyzing assets and understanding accruals)
+ Excellent communication and leadership skills, with proven ability to influence across the company
The US base salary range for this full-time position is $118,000 - $155,000 + bonus + equity + benefits. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your location during the hiring process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits.
**An Equal Opportunity Workplace**
At X, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. We are proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
If you have a disability or special need that requires accommodation, please contact us at
.
Portfolio Analyst
Posted 3 days ago
Job Viewed
Job Description
WHAT IS THE OPPORTUNITY?
The Portfolio Analyst primary responsibilities are:* Prepare review book materials for client presentations* Prepare IPS letters for new clients and IPS change / reallocation letters when necessary* Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires* Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services* Transition / set up new client accounts* Analyze portfolio performance and research outliers* Respond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of service* Becoming proficient in the applications and technology used in the portfolio management and client service operations processes* Respond to compliance inquiries, including those re: large withdrawals and source of funds for existing clients* Keep up with the current market environment and general performance of firms investments* With experience, setup client accounts in trading system and perform basic trading responsibilities, and analyze accounts for strategic rebalancing* Of note, this role is not a research analyst position
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 2 years of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged; referrals encouraged)
*Additional Qualifications*
* 0-3 years of experience in finance related role , preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged; referrals encouraged)
* Strong problem solving and analytical skills
* Attention to detail
* Ability and desire to learn
* Excellent communication skills; professional demeanor
* Ability to effectively address Client or FA trade and investment related questions
* Ability to learn the Firm's proprietary trading system, and the portfolio accounting system
* Ability to multi-task and prioritize multiple deliverables
* Quality of work product; quality assurance of work product of others
* Commitment to pursue CFA; level one candidate
* Proficient in basic computer software tools, e.g., MS Word, Excel, Outlook, and PowerPoint
* Interest and / or experience in client facing role
* Interest in financial markets and investing
* Bachelor's degree - preferably major in Finance
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#CA-CH
#LI-CH
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Portfolio Analyst
Posted 3 days ago
Job Viewed
Job Description
**BANC OF CALIFORNIA AND YOUR CAREER**
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
**THE OPPORTUNITY**
The Portfolio Analyst role is responsible for monitoring the performance of borrowers, identifying deviations from expected performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
**HOW YOU'LL MAKE A DIFFERENCE**
+ Conduct financial analysis of credit and collateral of borrowers, with an emphasis on data collection and analysis.
+ Validate borrower compliance based on the Loan & Security Agreement.
+ Perform financial, operational, valuation, and transactional analyses.
+ Assist in underwriting modifications or renewals for borrowers, and help present deals to credit committee.
+ Complete borrower risk assessments.
+ Maintain data integrity in internal bank systems related to financials or other key information.
+ Produce internal deliverables.
+ Collaborate with management teams of portfolio companies to understand performance and financial needs.
+ Travel to client sites.
+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
+ Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
+ Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
+ Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
+ Performs other duties and projects as assigned.
**WHAT YOU'LL BRING**
+ Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements)
+ Ability to multi-task in a fast paced environment
+ Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses
+ Strong interpersonal, writing and oral communication skills
+ Comfortable interacting directly with clients
+ Above average knowledge of MS Word and Excel
+ "Self-Starter"
+ Candidate must have great attention to detail
+ Bachelor's Degree and/or relevant work experience or training
+ Preferred:
+ 1-2 years related experience or public accounting
**HOW WE'LL SUPPORT YOU**
+ **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
+ **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
+ **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
+ **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off.
+ **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
**SALARY RANGE**
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
Equal Opportunity Employer
PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
Portfolio Analyst
Posted 1 day ago
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Portfolio Analyst
**What does a successful Portfolio Analyst do at Fiserv?**
You will be an integral member of our Enterprise Project and Portfolio Management team. You will oversee an important internal business process, including coordination of project intake, scheduling, and providing project cost and revenue analysis. Your role is to drive excellence in the process with accountability, accurate work, quick communication, and guiding key business leaders through complex decisions. You will often collaborate with multiple Fiserv teams to collect group consensus.
**What you will do:**
+ Manage projects that are part of a Professional Services portfolio from project intake to project closedown, monitoring due dates, cost, and revenue projections.
+ Execute portfolio management procedures using key tools like Clarity, SharePoint, ServicePoint, Salesforce, and Microsoft Office Suite.
+ Implement best practices and process improvements through the Portfolio and Professional Services organizations.
+ Build strong partnerships with Implementations, Business Leaders, Sales, Client Support, Development, Product Management, Account Management, and Service Management teams.
+ Develop expertise as a Subject Matter Expert (SME) of the Intake Process.
+ Seek and execute operational efficiency improvements.
+ Analyze and detail business processes and documentation.
+ Track, measure, and report status internally to key stakeholders.
**What you will need to have:**
+ 1+ years of experience with project coordination and proven project management skills.
+ 1+ years of experience leading verbal and written conversations with internal stakeholders, including executive-level leaders.
+ 1+ years of experience having strong written and verbal communication skills.
+ 1+ years of experience in analytical and problem-solving skills, including detailed data analysis.
+ 1+ years of experience reading and navigating contracts and Statements of Work (SOWs).
+ Willingness to work longer hours during peak times.
**What would be great to have:**
+ Bachelor's degree in Business Administration, Finance, Organizational Behavior, Pre-Law, or a related field.
+ Knowledge of Clarity PPM or a similar tool.
+ Experience working in Financial Services.
+ Knowledge of PowerBI or a similar tool.
+ Power user of Microsoft Office tools (Excel, Word, PowerPoint, Teams, Visio).
**Perks at Work:**
+ We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.
+ Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP.
+ Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan.
+ Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards.
+ Prioritize your health with a variety of medical, dental, vision, life, and disability insurance options and a range of well-being resources through our Fuel Your Life program.
+ Advance your career with training, development, certification, and internal mobility opportunities.
+ Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers.
**Salary Range**
$57,900.00 - $103,400.00
_These pay ranges apply to employees in New Jersey, New York and California. Pay ranges for employees in other states may differ._
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
This position is not eligible for an annual incentive opportunity and is also not eligible to earn commissions.
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Portfolio Analyst
Posted 1 day ago
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Portfolio Analyst
**What does a successful Portfolio Analyst do at Fiserv?**
You will be an integral member of our Enterprise Project and Portfolio Management team. You will oversee an important internal business process, including coordination of project intake, scheduling, and providing project cost and revenue analysis. Your role is to drive excellence in the process with accountability, accurate work, quick communication, and guiding key business leaders through complex decisions. You will often collaborate with multiple Fiserv teams to collect group consensus.
**What you will do:**
+ Manage projects that are part of a Professional Services portfolio from project intake to project closedown, monitoring due dates, cost, and revenue projections.
+ Execute portfolio management procedures using key tools like Clarity, SharePoint, ServicePoint, Salesforce, and Microsoft Office Suite.
+ Implement best practices and process improvements through the Portfolio and Professional Services organizations.
+ Build strong partnerships with Implementations, Business Leaders, Sales, Client Support, Development, Product Management, Account Management, and Service Management teams.
+ Develop expertise as a Subject Matter Expert (SME) of the Intake Process.
+ Seek and execute operational efficiency improvements.
+ Analyze and detail business processes and documentation.
+ Track, measure, and report status internally to key stakeholders.
**What you will need to have:**
+ 1+ years of experience with project coordination and proven project management skills.
+ 1+ years of experience leading verbal and written conversations with internal stakeholders, including executive-level leaders.
+ 1+ years of experience having strong written and verbal communication skills.
+ 1+ years of experience in analytical and problem-solving skills, including detailed data analysis.
+ 1+ years of experience reading and navigating contracts and Statements of Work (SOWs).
+ Willingness to work longer hours during peak times.
**What would be great to have:**
+ Bachelor's degree in Business Administration, Finance, Organizational Behavior, Pre-Law, or a related field.
+ Knowledge of Clarity PPM or a similar tool.
+ Experience working in Financial Services.
+ Knowledge of PowerBI or a similar tool.
+ Power user of Microsoft Office tools (Excel, Word, PowerPoint, Teams, Visio).
**Perks at Work:**
+ We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.
+ Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP.
+ Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan.
+ Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards.
+ Prioritize your health with a variety of medical, dental, vision, life, and disability insurance options and a range of well-being resources through our Fuel Your Life program.
+ Advance your career with training, development, certification, and internal mobility opportunities.
+ Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers.
**Salary Range**
$57,900.00 - $103,400.00
_These pay ranges apply to employees in New Jersey, New York and California. Pay ranges for employees in other states may differ._
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
This position is not eligible for an annual incentive opportunity and is also not eligible to earn commissions.
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.