Job Summary

• The Analyst, Portfolio Management is responsible for supporting the Portfolio Management team in their financial analysis and preparation of underwriting documents to support multimillion-dollar corporate credit requests.
• Essential functions include analyzing and researching municipal issuers and borrowers, gathering and analyzing financial data, modeling future financial performance, and preparing credit underwriting documents.
• This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually, with eligibility for incentive compensation and benefits.

Matching Summary

Salary

Base: $63,000.00 - $96,000.00 annually; Bonus/Equity: Eligibility for incentive compensation; Benefits: Eligible for benefits

Skills & Requirements

Key Requirements

• Bachelor's Degree or equivalent work experience
• Experience in financial analysis, borrower analysis, and credit write-ups
• Experience in capital markets analysis
• Proficiency in modeling financial performance
• Significant experience with Excel
• Ability to gather, analyze, and synthesize data
• Foundational understanding of banking and investment banking products
• Ability to plan, multi-task, and manage time effectively

Work Rights