Job Summary

• The Analyst, Portfolio Management is responsible for supporting the Portfolio Management team in financial analysis and preparation of underwriting documents for multimillion-dollar corporate credit requests.
• Essential functions include analyzing municipal issuers, gathering and analyzing financial data, modeling future financial performance, and preparing credit underwriting documents.
• This role requires a Bachelor's Degree or equivalent work experience in finance, accounting, economics, and/or business, along with experience in financial analysis and credit write-ups.

Matching Summary

Salary

$63,000.00 - $96,000.00 annually; Incentive compensation eligibility; Not specified

Skills & Requirements

Key Requirements

• Bachelor's Degree or equivalent work experience
• Experience in financial analysis
• Experience in borrower analysis
• Experience preparing credit write-ups
• Experience in capital markets analysis
• Proficiency with Microsoft Excel

Work Rights