Portfolio Management Analyst (Commercial Banking)

Aston Carter•City of Poughkeepsie, NY

1d•$29 - $36•Remote

About The Position

We are seeking a detail-oriented and analytically strong Portfolio Management Analyst to support a growing commercial banking and financial services team. This role is designed for candidates with a strong administrative and financial analysis background, offering the opportunity to grow into a Portfolio Manager position over time. The ideal candidate will have experience supporting loan portfolios, working closely with credit, underwriting, and relationship management teams, and maintaining high standards of accuracy in a fast-paced environment.

Requirements

Prior experience supporting portfolio management, commercial banking, private banking, or financial services teams.
Strong understanding of financial statements such as income statements, balance sheets, and cash flow.
Experience with loan portfolio monitoring and covenant tracking and compliance.
Proficiency in cash flow analysis and financial performance evaluation.
Experience in borrower/client relationship management practices.

Nice To Haves

Experience in document management and loan processing.
Ability to improve operational efficiency and reporting accuracy.

Responsibilities

Support the day-to-day management of a commercial loan portfolio, ensuring accuracy, compliance, and timely follow-up.
Conduct financial analysis, including review of financial statements, cash flow analysis, and borrower performance trends.
Monitor loan portfolios for risk exposure, covenant compliance, and upcoming financial reporting requirements.
Track and manage loan covenants, ensuring proper documentation and escalation of exceptions as needed.
Assist with credit reviews, underwriting preparation, and ongoing portfolio reporting.
Coordinate with internal stakeholders, including underwriting, credit, and relationship management teams, to ensure seamless workflow.
Maintain organized and audit-ready credit files and loan documentation.
Identify opportunities to improve processes, reporting accuracy, and operational efficiency.
Support relationship managers by preparing materials for client meetings and portfolio reviews.