Analyst, Portfolio Management

Webster Bank • Hartford, NY

1d

About The Position

Portfolio Analyst role within the Public Sector Finance (PSF) group. PSF is a national lending team that provides financial services to local governments, school districts, and states throughout the country. Candidate shall work closely with the portfolio management team to ensure the ongoing monitoring and integrity of the portfolio, including but not limited to data entry, inbox monitoring, record keeping, request processing, underwriting and credit risk analysis, compliance and ad hoc reporting, and routine due diligence pertaining to prospective and existing loan transactions. Additionally, the candidate shall work alongside outside legal counsel and internal partners conducting all necessary due diligence items during the loan booking process, as well as post-closing. Candidate will also be expected to assist with routine inbound and outbound client requests and special assigned projects.

Requirements

• High School Diploma required
• 2+ years of experience
• Proficiency with Microsoft Excel
• Strong writing and communication skills
• Proactiveness and ability to work independently
• Excellent interpersonal, team orientation, and organizational skills

Responsibilities

• Partner closely with PSF portfolio management team to actively manage and maintain integrity of portfolio. Responsibilities include, but are not limited to, data entry, record keeping, processing routine client requests, credit risk analysis of prospective and existing clients, routine due diligence and portfolio reporting, and general ongoing portfolio and inbox monitoring.
• Work alongside outside legal counsel and internal partners conducting all necessary due diligence items during the loan booking process, as well as post-closing.
• Process routine inbound and outbound client requests.
• Special assigned projects and ad hoc reporting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED