Portfolio Analyst
Dext Capital LLC•Lake Oswego, OR
About The Position
The Portfolio Analyst will monitor portfolio performance metrics, conduct risk assessments, and develop action plans to mitigate credit and operational risk. This role involves reviewing financial statements, assessing borrower creditworthiness, and recommending risk rating adjustments. The analyst will partner with various departments to ensure alignment on portfolio strategy, participate in credit committee discussions, and prepare performance reports for senior leadership. Maintaining documentation in accordance with company policy and audit standards is also a key responsibility.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, Economics, or related field
- Minimum of 3 years Demonstrated experience managing credit or operational risk within a financial portfolio
- Strong financial statement analysis skills
- Proficiency in Excel and financial modeling tools
- Ability to synthesize complex data and communicate risk clearly to stakeholders
- Familiarity with risk rating methodologies
Nice To Haves
- Strategic thinking with a forward looking perspective
- Strong communication and stakeholder management skills
- High level of accountability and ownership
Responsibilities
- Monitor portfolio performance metrics including delinquency, default trends, concentration risk, and exposure limits
- Conduct ongoing risk assessments to identify early warning indicators
- Develop and execute action plans to mitigate credit and operational risk
- Review financial statements and borrower performance to assess ongoing creditworthiness
- Recommend risk rating adjustments as appropriate
- Partner with Sales, Credit and Operations, and Asset Management to ensure alignment on portfolio strategy
- Participate in credit committee discussions as needed
- Prepare portfolio performance reports for senior leadership
- Maintain documentation in accordance with company policy and audit standards
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
