Top 144 Portfolio analyst Jobs in Connecticut

Senior Credit Analyst
Ascend Bank —Wallingford, CT
- Full-time
- Research
- Office
- Finance
Quick Apply
12d
Senior Alternatives Assets Analyst
Genworth —Stamford, CT
- $112,900 - $214,600 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Loan repayment program
6d
Sr Product Manager II, Data Product Management
Disney Entertainment and ESPN Product & Technology —Bristol, CT
- $155,700 - $208,700 a year
- Computer science
- Computer Science
- SQL
Portfolio Analyst – Lean Portfolio & Enablement
The Hartford —Hartford, CT
- $79,200 - $118,800 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- US work authorization
Portfolio & Grant Analyst, YSPH
Yale University —New Haven, CT
- $55,000 - $85,000 a year
- Full-time
- Remote
- Background check
- Customer service
- Mid-level
Portfolio Management Operations - Analyst / Associate
AQR —Greenwich, CT
- $80,000 - $95,000 a year
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Director, Associate Credit Research Analyst-ABS
The Hartford —Hartford, CT
- $121,600 - $182,400 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
6d
Investment Research Analyst
Progressive —Stamford, CT
- $160,000 - $190,000 a year
- Sales
- Research
- Master's degree
- Health savings account
- Disability insurance
Credit Analyst, Corporate Fixed Income - Hybrid
Symetra —Farmington, CT
- $132,700 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Life insurance
Financial Analyst 2, Post Award
Yale University —New Haven, CT
- $68,000 - $120,500 a year
- Full-time
- Remote
- Background check
- Customer service
- Mid-level
Data Analyst Foundations Operations
Connecticut Children's Medical Center —Hartford, CT
- Customer service
- Writing skills
- Research
Senior Data Analyst - RCM
Spire Orthopedic Partners —Stamford, CT
- $102,900 - $154,300 a year
- Full-time
- Remote
- 5 years
- Finance
- SQL
- Health insurance
- Dental insurance
Quick Apply
Financial Analyst II, Post-Award (FRMS)
Yale University —New Haven, CT
- $68,000 - $120,500 a year
- Full-time
- Remote
- Background check
- Customer service
- Mid-level
Actuarial Analyst
The Lancashire Group —Greenwich, CT
- Full-time
- Office
- SQL
- Math
Quick Apply
Hedge Fund IDD Associate Analyst - Global Macro & Emerging Markets
Albourne Partners —Stamford, CT
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Financial Analyst
W J DEUTSCH & SONS LTD —Stamford, CT
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
7d
Derivative Analyst & Trader - Hybrid
Symetra —Farmington, CT
- $132,000 - $179,000 a year
- Hybrid work
- Computer Science
- 5 years
- Bachelor of Science
- Paid holidays
- 401(k)
12d
Risk Analyst
Talcott Financial Group —Hartford, CT
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Assistant Asset Management Operational Analyst
The Hartford —Hartford, CT
- $80,001 - $94,999 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
Collection Analyst
Waste Harmonics Keter —Stamford, CT
- $80,000 - $85,000 a year
- Extended hours
- Oracle
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply

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portfolio analyst jobs near connecticut

Senior Credit Analyst

Ascend Bank -
Wallingford, CT

Quick Apply

Job Details

Full-time
12 days ago

Qualifications

Commercial banking expertise
Underwriting
Financial statement analysis
Research
Bachelor's degree
Industry trends
Accounting
Financial statement interpretation
Productivity software
Manual underwriting
Accounting
Technical Proficiency

Full Job Description

POSITION DESCRIPTION:

The Senior Credit Analyst provides support to commercial lenders through detailed financial/credit analysis, perform research on industry trends, train, and mentor less experienced analysts, independently underwrite loan requests with primary focus on large and/or complex borrowing relationships, and prepare internal reports.

GENERAL DESCRIPTION OF DUTIES:

Analyze financial information of prospective and existing borrowers and, if credit-worthy, underwrite loans in conformance with Loan Policy primarily for large and/or complex borrowing relationships and to generally be completed, with accuracy and detail, within 5 active working days, requiring minimal guidance.
Work directly with Commercial Lending Officers to obtain all necessary information needed to underwrite loan requests.
Prepare spread sheets, analyze financial information, and develop cash flows of prospective and existing borrowers.
Prepare loan offering memoranda, analyzing financial, collateral, cash flow and other appropriate information of prospective borrower’s and guarantors, assessing credit risk, if credit-worthy, underwriting in conformance with Loan Policy and present loan requests to appropriate loan authority level.
Performs analyses on perspective vendors of the Bank, on an annual basis when appropriate, and on request.
Provide leadership, training, and coaching to Credit Analyst team and back up support for the department Manager.
Assists in the collection of all pertinent information on commercial borrowers to ensure continued financial capacity and adherence to loan covenants.
Assists in maintaining an accurate record of financial information for each commercial borrower.
Maintains commercial credit files to ensure the adequacy of loan documents and supporting information.
Assist in determining the scope of the commercial loan portfolio review, which is performed by an outside loan review firm. Act as liaison with outside firm in providing requested financial and other information and updates.
On a limited basis, calls on prospective borrowers within the Bank’s market area to introduce information about the Bank’s lending programs and determine credit needs of the prospect.
On a limited basis, along with respective Commercial Lender, attend meetings with prospective and existing clients to obtain appropriate information regarding the Borrower.
Maintains a presence in local Chambers of Commerce and other civic or business-related organizations to maintain awareness of business lending opportunities.
Order and review environmental initial screenings.

Participate in Management Loan Committee meetings as needed.
Support the Commercial Credit Manager and/or Team Lead with the training and development of new team members, as well as trainees.
In consultation with the CLO and Credit Management, prepare required reporting for Management Loan Committee and Board of Trustees as required.
Prepare high quality credit presentations with minimal rewrites and conducts accurate credit analysis on all projects assigned.
Perform other duties as required.
Completes all required compliance training as assigned in a timely manner.

LEADERSHIP PHILOSOPHY:

Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success.
Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making.
Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals

DIGITAL LITERACY:

The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills

Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research

BASIC KNOWLEDGE, SKILLS & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY:

A bachelor’s degree, with an emphasis in business, finance or accounting with supplemental banking education/formal credit training. Good financial analytical abilities. Proficiency in WORD, EXCEL and other MS OFFICE applications required. Familiarity with automated underwriting systems is a benefit.

Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.

EXPERIENCE REQUIRED: 4+ years of related commercial underwriting experience. Knowledge of financial statement fundamentals, accounting concepts, and industry trends and practices required.

EDUCATION: A bachelor’s degree is required preferably in business or finance with ancillary banking education preferred.

Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.

Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.

Applicants requiring reasonable accommodation in the application process should notify Human Resources.

Ascend Bank participates in E-Verify.

EOE/AA/M/F/D/V

Quick Apply

Refine Your Search

portfolio analyst jobs in connecticut

Senior Credit Analyst

Senior Alternatives Assets Analyst

Sr Product Manager II, Data Product Management

Portfolio Analyst – Lean Portfolio & Enablement

Portfolio & Grant Analyst, YSPH

Portfolio Management Operations - Analyst / Associate

Director, Associate Credit Research Analyst-ABS

Investment Research Analyst

Credit Analyst, Corporate Fixed Income - Hybrid

Financial Analyst 2, Post Award

Data Analyst Foundations Operations

Senior Data Analyst - RCM

Financial Analyst II, Post-Award (FRMS)

Actuarial Analyst

Hedge Fund IDD Associate Analyst - Global Macro & Emerging Markets

Financial Analyst

Derivative Analyst & Trader - Hybrid

Risk Analyst

Assistant Asset Management Operational Analyst

Collection Analyst

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