Portfolio Analyst (Venture Banking - Tech)

About the role

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 role also involves understanding the client's operating performance and needs, building strong working relationships both internally and externally.

Responsibilities

• 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.
• Aid 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.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Requirements

• Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements).
• 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.

Qualifications

• Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements).
• 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.

Skills

• Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements).
• 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.

Benefits

• Financial Security: Eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: 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: Partnerships 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: Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

Pay

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.

Schedule

N/A