Portfolio Analyst, Sponsor & Specialty Finance
About The Position
The Sr. Specialist, Portfolio Management assists with all aspects of the portfolio management process to ensure timely and accurate implementation of investment strategies across various portfolios. The role collaborates with investment teams and internal cross-functional teams as needed. The position works with borrowers on loan closing and post-closing management, processes funding requests, collects and reviews borrower financial and reporting documentation, and monitors loan performance and compliance. It also supports portfolio rebalancing, cash management, account funding and transitions, trading trend analysis, risk mitigation, and maintenance of loan portfolio management systems and related databases.
Requirements
- Bachelor’s degree in a related field, or equivalent demonstrated through work experience, training, military service, or education.
- At least 3 years of experience with portfolio management and asset management.
- Ability to manage multiple projects from multiple team members simultaneously.
- Ability to maintain accurate electronic files and database systems.
- Organized and self-sufficient.
- Strong quantitative reasoning and writing skills.
- Knowledge of underwriting and experience with underwriting procedures.
- Ability to present information effectively and respond to questions from groups, managers, members, and the general public.
- Excellent member service skills.
- Detail-oriented, with common-sense decision-making and above-average oral, written, and communication skills.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Ability to work with mathematical concepts such as profitability and statistical inference, and apply fractions, percentages, ratios, and proportions to practical situations.
- Ability to complete projects on time.
- Legally authorized to work in the United States on a full-time basis without employer sponsorship to commence employment.
Nice To Haves
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Responsibilities
- Communicate with borrowers and serve as a primary contact for loan closing and post-closing loan management.
- Review and process funding disbursement requests, ensuring documentation is complete and loan conditions are met.
- Collect quarterly financial statements and reporting documentation; assist in assessing borrowers’ financial condition, creditworthiness, and project compliance.
- Maintain working knowledge of loan policies and procedures.
- Work with Finance to ensure correct accounting for loans.
- Track and analyze loan delinquencies, communicate findings, and recommend actions to address them.
- Rebalance portfolios in response to cash flows, guideline changes, or market movements.
- Manage appropriate cash levels and equitize as necessary.
- Monitor dispersion across portfolios with similar strategies and coordinate actions with portfolio teams.
- Ensure accounts are managed consistently with client guidelines.
- Partner with internal and external teams to support new-account funding, transfers-in-kind, client transitions, and account setup.
- Track trading trends of Santander products.
- Build strong working relationships with Santander portfolio teams.
- Mitigate companywide operational risk in the daily processing environment.
- Maintain the loan portfolio management system and related databases.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
