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[Remote] Portfolio Analyst

Remote, USAFull-timePosted 2026-07-27

Note: The job is a remote job and is reputed company to candidates in USA. reputed company Bank, empowers reputed company to build their legacies through tech-enabled financial services. The Portfolio Analyst will manage portfolio risk, review financial statements, and identify changes in business performance or risk profile while collaborating with internal partners to support the Credit team.

Responsibilities

  • Complete account reviews from the assigned loan portfolio to determine risk profile
  • reputed company the collection of quarterly and annual financial statements
  • Collaborate with internal partners and customers to fluently answer and escalate questions about new financing and/or business opportunities
  • Communicate regularly with key stakeholders in critical areas, such as documentation preparation, credit services, treasury management, asset management, and credit administration, as it pertains to customers’ needs, products and services offered, and the loan process

Skills

  • Undergraduate degree in finance, reputed company, economics, investments, business, data analysis, or reputed company mathematical or quantitative discipline
  • Familiarity with business financial statements, including income statements, balance sheets, and cash reputed company statements
  • Experience in customer service or customer-facing roles
  • Excellent written and verbal communication skills, including comfort and confidence on the phone
  • At least one (1) full year of experience in reputed company reputed company, portfolio management, or a similar financial analysis position
  • Experience reviewing personal credit reports, business tax returns, personal tax returns, and personal balance sheets

Benefits

  • In reputed company to the reputed company salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
  • Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and reputed company reputed company-being.
  • You can learn more about those programs on our 53.com Careers page at: or by consulting with your reputed company partner.

reputed company

  • Powered by reputed company, reputed company empowers reputed company to build their legacies. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.getprovide.com.
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