2733 portfolio analyst jobs found

The role supports commercial lending teams through ongoing credit administration, with a primary focus on financial covenant compliance and related portfolio monitoring activities. Responsibilities include independently tracking, calculating, and assessing covenant compliance and collateral margining to identify potential credit deterioration and ensure adherence to loan agreement requirements. Adhere to BMO credit policies, regulatory standards, and operational guidelines to effectively manage and mitigate risk exposure. Apply working knowledge of accounting principles and financial statements (income statement, balance sheet, cash flow) to support credit analysis and underwriting. Demonstrate operational understanding of commercial loan agreements, including key provisions such as repayment terms, financial covenants, collateral, and amendment processes. Analyze financial information, tax returns, credit bureau reports, and related documentation to...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing The Analyst will be responsible for managing and monitoring the project finance offerings, credit positions, derivative positions and all stages of the project development and funding requests as conditions to draw are met and verified. How You’ll Succeed Take over the daily and long-term ownership responsibility for a set of SF loans with the number of accounts depending on status and complexity of the transactions (i.e., Agency deals, projects under construction vs operating projects, watch listed credits, etc.)...

The Client Portfolio Manager, Muni supports the firm's institutional taxable municipal clientele. This role is specifically designed for an individual who will develop into a fixed income subject matter expert with a deep specialization in the taxable municipal bond market. It is important that candidates understand this is an institutional client-facing role with a focused mandate in the taxable municipals space. Working independently with general supervision, this position is responsible for fielding questions from external institutional clients, compiling portfolio information, and drafting portfolio and market presentations. Due to the international nature of this role, occasional participation in client calls during non-business hours, including evenings, may be required from time to time over the course of each quarter, but is not a routine weekly expectation. Key Responsibilities and Duties Supports existing institutional clients by responding to inbound...

The Client Portfolio Manager, Muni supports the firm's institutional taxable municipal clientele. This role is specifically designed for an individual who will develop into a fixed income subject matter expert with a deep specialization in the taxable municipal bond market. It is important that candidates understand this is an institutional client-facing role with a focused mandate in the taxable municipals space. Working independently with general supervision, this position is responsible for fielding questions from external institutional clients, compiling portfolio information, and drafting portfolio and market presentations. Due to the international nature of this role, occasional participation in client calls during non-business hours, including evenings, may be required from time to time over the course of each quarter, but is not a routine weekly expectation. Key Responsibilities and Duties Supports existing institutional clients by responding to inbound...

Portfolio Management Analyst Department: Portfolio Management and Compliance/Risk Reports to: SrDirector of Portfolio Management and Compliance/Risk Location: Chicago, IL (Hybrid) About the Role NCIF is seeking a highly analytical and detail-oriented Portfolio Management Analyst to support portfolio monitoring, risk assessment, financial analysis, covenant tracking, construction draw analysis, and reporting across our lending, equity, and New Market Tax Credit (NMTC) investment portfolio. The ideal candidate is disciplined, organized, and able to evaluate complex financial information, identify potential risks, and produce accurate, high-quality work in a mission driven financial institution. What You Will Do This role is a key part of NCIF’s portfolio management and risk strategy. The position will drive portfolio monitoring, risk assessment, asset management, covenant tracking, and reporting across lending, NMTC, and equity investing. The role will also...

Nuveen Natural Capital is a land-focused asset management platform. Combining expertise across farmland, timberland and ecological restoration investment specialists, we have 40 years of land-based investing experience. With $13.1B of assets under management and 3 million acres across over 580 properties in 11 countries1, our platform is equipped to deliver investment solutions to protect and enhance nature, climate and people. The position is a Portfolio Client Analyst located in Chicago, Illinois which is involved in Nuveen Natural Capital’s client servicing and distribution function. The position will support investor relations on new and existing products, research and managing relationships with Nuveen’s distribution teams and work closely with the broader global Nuveen Natural Capital team. The position will report directly to the Head of Client Service and Distribution who resides in the Chicago office and may require some travel. Key Responsibilities and Duties...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Analytics & Strategy Analyst within PNC's Data, Model & Analytics organization, you will be based in Pittsburgh, PA. Key Responsibilities: Develop, maintain and enhance comprehensive control processes for CECL, CCAR, and Model Monitoring projects. Ensure all procedures comply with current regulations, including code development, documentation, validation, and ongoing model performance review. Establish clear guidelines to track model outcomes and respond proactively to regulatory changes. Collaborate closely with the modeling team to facilitate the successful...

Location: 127 Public Square, Cleveland Ohio KeyBanc Capital Markets KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer & Retail, Diversified Industries, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewable Energy, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $55 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies. The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate “hands-on” experience. About the Summer Analyst Program...

About Us Sweeney Financial Management is a fee-only, fiduciary registered investment advisor managing approximately $410 million in assets under management. We are 100% partner-owned, independent, and built on a foundation of objective, long-term financial advice. We custody assets at Charles Schwab and serve clients across the Northeast and other parts of the country. We are growing, and we are looking for an investment-minded professional who is passionate about the capital markets and ready to do meaningful work. The Role You will work directly with our Chief Investment Officer and advisory team to execute client trades, manage portfolio rebalancing, conduct investment research, and help build well-diversified client portfolios. This is a hands-on role with real responsibility from day one. You will have direct exposure to portfolio decision-making in a fiduciary, client-first environment, not a back-office desk at a large institution. What You Will Do...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Portfolio Analytics & Strategy Analyst Senior within PNC's Balance Sheet Analytics & Modeling Decision Science organization, you will be based in Pittsburgh, PA, Chicago, IL or Tysons Corner, VA. Preferred Skills & Experience: Experience with consumer credit strategy development, optimization, reporting, and monitoring. Analytics experience supporting credit cards, personal loans, or mortgage products preferred. Technical proficiency in: Python, Hadoop, and Tableau (or similar programs). Familiarity with machine learning, advanced analytics and statistical modeling using...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Analyst, Portfolio Management is an individual contributor responsible for supporting the Portfolio Management team in their financial analysis and preparation of underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. As part of the first line of defense, the Analyst also assists the team with ongoing credit monitoring and risk rating of corporate clients and gathering and supporting the review of legal documentation. Essential Functions Analyzing and researching municipal issuers and borrowers in a wide range of sectors...

General information Ref # 21834 Remote? No Ally and Your Career * Ally Financial only succeeds when its people do - and that's more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You're constantly evolving, so shouldn't your opportunities be, too? The Opportunity Note: This role may be filled at 3F or 3G depending on candidate experience and knowledge As a part of the Dealer Portfolio Management team, the Analyst is responsible for Portfolio Risk Management and identifying growth and profit...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Analyst, Portfolio Management is an individual contributor responsible for supporting the Portfolio Management team in their financial analysis and preparation of underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. As part of the first line of defense, the Analyst also assists the team with ongoing credit monitoring and risk rating of corporate clients and gathering and supporting the review of legal documentation. Essential Functions Analyzing and researching municipal issuers and borrowers in a wide range of sectors...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...

We are seeking a motivated Portfolio Analyst to join our Portfolio Accounting team. This is an excellent opportunity for a professional with a solid foundation in investment operations to take on more responsibility, lead small-scale projects, and drive process efficiencies in a dynamic environment. Key Responsibilities Reconciliation & Support: Oversee daily and month-end reconciliations, manage aged items, and prepare monthly management metrics. Problem Solving: Identify and resolve discrepancies with custodians and internal teams; assist in addressing the root causes of recurring issues. Process Improvement: Assist in identifying risks and increasing efficiencies across core functions, including cash support and performance analysis. Project Collaboration: Work within project teams to support the deployment of new products and services. Communication: Clearly articulate issues and risks to management; build sound working relationships with...

Summary These positions are located in the Farm Service Agency, New Mexico State Office. in the following locations: Las Cruces, NM This position provides support and assistance to the Farm Loan Managers and Farm Loan Officers that perform a range of lending activities, closing, disbursement, monitoring, liquidating, and servicing of agricultural loans. Learn more about this agency This job is open to The public U.S. Citizens, Nationals or those who owe allegiance to the U.S. Career transition (CTAP, ICTAP, RPL) Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants. Duties Provides support and assistance to the Farm Loan Chief, and Farm Loan Specialists, and County Offices that perform a range of lending activities, closing, disbursement, monitoring, liquidating, and servicing of agricultural loans. Under the direction of the District Director and the Farm...

Summary These positions are located in the Farm Service Agency, Oklahoma State Office. in the following locations: Idabel, OK Woodward, OK This position provides support and assistance to the Farm Loan Managers and Farm Loan Officers that perform a range of lending activities, closing, disbursement, monitoring, liquidating, and servicing of agricultural loans. Learn more about this agency This job is open to The public U.S. Citizens, Nationals or those who owe allegiance to the U.S. Career transition (CTAP, ICTAP, RPL) Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants. Duties Provides support and assistance to the Farm Loan Chief, and Farm Loan Specialists, and County Offices that perform a range of lending activities, closing, disbursement, monitoring, liquidating, and servicing of agricultural loans. Under the direction of the District Director and...

Company Description NBCUniversal is one of the world's leading media and entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our global theme park destinations, consumer products, and experiences. We own and operate leading entertainment and news brands, including NBC, NBC News, NBC Sports, Telemundo, NBC Local Stations, Bravo, and Peacock, our premium ad-supported streaming service. We produce and distribute premier filmed entertainment and programming through our powerhouse film and television studios, including Universal Pictures, DreamWorks Animation, and Focus Features, and the four global television studios under the Universal Studio Group banner, and operate industry-leading theme parks and experiences around the world through Universal Destinations & Experiences, including Universal Orlando Resort, home to Universal Epic Universe, and Universal Studios...

EMPLOYER: Neuberger Berman Group LLC TITLE: Vice President/Principal LOCATION: New York, NY (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.) DUTIES: Play a critical role in direct equity investment execution and portfolio management to oversee the full investment lifecycle. Lead deal sourcing and evaluation within the consumer, retail, franchising, and brand-driven sectors, including preliminary valuation, business model diligence, and identification of value-creation levers. Develop and audit financial models to assess valuation, capital structure, return profiles, and sensitivity cases for platform acquisitions and add-on deals. Lead and coordinate cross-functional due diligence processes. Participate in transaction structuring, term sheet, SPA, license agreement negotiation, and capital stack design for equity and debt financings. Prepare board materials and represent the firm in board...