Senior Portfolio Analyst-Debt Capital Markets
New
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JobgetherDebt Capital Markets
United StatesFull-TimeSenior
Salary$98,644.40–$171,887.88
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Job Details
- Experience
- At least 7 years of experience in credit analysis, financial analysis, lending, or a closely related field.
- Required Skills
- SalesforceMicrosoft ExcelFinancial analysis
Requirements
- Bachelor's degree in finance, business, accounting, or a related field (preferred).
- At least 7 years of experience in credit analysis, financial analysis, lending, or a closely related field.
- Strong expertise in cash-flow, balance-sheet, profitability, liquidity, and solvency analysis.
- Familiarity with accounting principles and banking policies.
- Working knowledge of Excel or comparable analytical software.
- Ability to analyze, organize, and prioritize complex information from multiple sources.
- Strong financial and analytical judgment.
- Knowledge of Farm Credit Administration regulations (preferred).
- General knowledge of agriculture or agribusiness (preferred).
- Strong written and verbal communication skills.
- Ability to work independently and collaboratively.
- Willingness to travel for business activities, team meetings, and industry events.
- Ability to work established business hours, with occasional evening or weekend work.
Responsibilities
- Develop credit information and recommendations for new loans, renewals, servicing actions, and restructurings.
- Co-sponsor credit recommendations with Relationship Managers to support lending decisions.
- Review financial statements, forecasts, and credit information to evaluate creditworthiness.
- Analyze cash flow, profitability, liquidity, and solvency to identify financial strengths and risks.
- Prepare complete credit packages for loan committees.
- Conduct financial modeling and business valuations for the debt portfolio.
- Maintain data quality and integrity within Salesforce and nCino.
- Monitor assigned portfolios and inform Relationship Managers of financial trends and credit concerns.
- Review loan documentation to ensure consistency with approved credit actions.
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