Top 306 Portfolio analyst Jobs in Fremont, Ca

Portfolio Analyst
Avidbank —San Jose, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- 2 years
- Paid holidays
- Disability insurance
Quick Apply
7d
Energy Analyst, Portfolio
Meta —Menlo Park, CA
- $104,000 - $155,000 a year
- Mid-level
- 3 years
- Finance
Cancer Clinical Research Financial Analyst (Remote)
Stanford University —Stanford, CA
- Extended hours
- Remote
- Computer literacy
- Research
- Mid-level
13d
Business Intelligence Analyst
Tesla —Palo Alto, CA
- $96,000 - $162,000 a year
- Full-time
- Engineering
- Mid-level
- Office
- Commuter assistance
- Health savings account
Opex Portfolio Analyst - ALD
Applied Materials —Santa Clara, CA
- $106,000 - $146,000 a year
- Full-time
- Mid-level
- Office
- 3 years
AI Analyst
Stanford University —Redwood City, CA
- $156,505 - $183,920 a year
- Full-time
- Hybrid work
- 8 years
- SQL
- Bachelor's degree
8d
Resource Analyst II
City of Santa Clara, CA —Santa Clara, CA
- $119,106.96 - $156,716.76 a year
- 8 hour shift
- Engineering
- Research
- Mid-level
- Commuter assistance
- Paid holidays
Buyer Analyst
Chemelex —Redwood City, CA
- $75,000 - $108,000 a year
- Full-time
- Mid-level
- Analysis skills
- Communication skills
Quick Apply
Staff Risk Strategy Analyst
Poshmark —Redwood City, CA
- $137,255 - $193,872 a year
- Full-time
- 6 years
- Computer Science
- Finance
12d
Business Process Analyst, CFSO
Penumbra —Alameda, CA
- $87,339 - $140,313 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- AD&D insurance
Associate Investment Analyst (Santa Clara, CA Hybrid)
Edelman Financial Engines, LLC —Santa Clara, CA
- $112,300 - $149,700 a year
- Bachelor of Science
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Expense Compliance Analyst
Sandisk —Milpitas, CA
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Finance
- Health savings account
- AD&D insurance
Quick Apply
UX Designer 6394040
Logic —Mountain View, CA
- $60 - $70 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
8d
Financial Analyst
SRA OSS —San Jose, CA
- Email
- Mid-level
- Office
- Finance
Business Analyst
MasTec Inc —Oakland, CA
- $44.72 - $58.73 an hour
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Quality control
- Employee stock purchase plan
- Disability insurance
12d
Telecom Manager
Gap Inc. —Pleasanton, CA
- $146,500 - $190,500 a year
- Full-time
- Data analysis skills
- Mentoring
- Contracts
- Store discount
- Employee stock purchase plan
Real Estate Planning & BP Analyst Graduate (Real Estate Planning & BP) - 2026 Start (BS/MS)
ByteDance —San Jose, CA
- $70,304 - $104,000 a year
- Multiple hires
- Bachelor of Science
- Office
- Analysis skills
- Paid parental leave
- Paid holidays
UX/UI DESIGNER
General Logistics Systems US, Inc. —Hayward, CA
- $95,000 - $110,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
Quick Apply
Business Intelligence (BI) Analyst – Finance
Sandisk —Milpitas, CA
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Analysis skills
- Health savings account
- AD&D insurance
Quick Apply
Private Wealth Management Senior Client Relationship Analyst
Morgan Stanley —Palo Alto, CA
- $100,000 - $150,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree

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portfolio analyst jobs near fremont, ca

Portfolio Analyst

Avidbank -
San Jose, CA

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year
7 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Accounting due diligence experience
Preparation of internal financial performance reports
Financial sales
Confidential information handling
Financing agreements
Financial model construction
Underwriting
Portfolio performance analysis
Financial model development
Commercial lending analysis experience in risk and credit
Promoting bank products
Mid-level
Portfolio performance measurement
Post-loan customer support
Bachelor's degree
Managing clients in a finance role
Client retention
Managing banking or lending client portfolios
Coordination (loan closing)
Business development within finance
Presentation preparation
Financial statement interpretation
Customer support for financial loans
Data collection
Relationship building in financial sales
Account management
2 years
Team motivation (leadership skill)
Communication skills
Experience conducting due diligence within finance

Full Job Description

Avidbank is a $2.6 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond. We are a highly responsive business bank, providing tailored financial solutions. We are advocates for our clients and specialize in providing innovative banking products and supportive services that exceed our clients’ expectations.

Founded in 2003, we specialize in commercial & industrial lending, technology and asset-based lending, specialty finance, real estate construction and commercial real estate lending. We have one branch in San Jose along with loan production offices in Redwood City and San Francisco.

Title of position: Portfolio Analyst

Position type: Full-time

Base Pay range: $70,000 - $100,000

Division: Venture Lending

Work Location Type: San Jose or San Francisco

Location: California

The Role

The Portfolio Analyst is responsible for managing a portfolio of clients and developing good business relationships that lead to loans, deposits and other banking products offered by the Bank. The Portfolio Analyst will assist with the management sales and service efforts to ensure retention of existing relationships and growth of new relationships; including tapping into their own professional network.

Job Responsibilities

Assist in the underwriting and evaluation of new prospects and existing clients to support the senior relationship manager and/or banker
Take ownership of all aspects of the underwriting, including spread preparation and presentation, cap table analysis, and financial due diligence.
Coordinate with all Avidbank support groups to deliver an outstanding client experience.
Proactively track performance of client operations, interfacing with the client and investment partners to consistently to monitor borrower performance.
Perform ongoing financial analysis to monitor trends and new developments that may impact loan performance.
Lead the underwriting, approval, negotiating, and closing processes for additional funding requests or modifications to existing loans.
Coordinate with existing clients and Bank to win the business of any new funds being raised by the client.
Coordinate with Bank, legal teams, loan closing team and prospect to support documentation of the Loan and Security Agreement (LSA), negotiation of the LSA language and terms with prospect on Bank’s behalf. Lead the collection of all Bank required documents from the prospect, diligence review, and establishment of loan facility.
Prepare monthly reports and summaries to keep management informed on portfolio performance.
Communicate with client and Credit team to anticipate potential loan issues or questions and work with the senior relationship manager to formulate creative resolutions.
Perform other duties as assigned.

This position description is not intended to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time, with or without notice.

Qualifications

2+ years of related experience in the financial industry
Results driven
Financial modeling experience and comfort
Thrives in a dynamic and remote work environment
Skilled communicator (written and verbal)
Strong ability to lead and motivate junior staff
Ability to interpret financial data and reports and when necessary, recommend appropriate actions
Ensures absolute confidentiality in all areas of responsibility
Proactive attitude and resourcefulness

Experience Required

This level of knowledge is normally acquired through a Bachelor's degree along with at least 2 years of related experience. Qualified candidates with equivalent experience should apply.

Benefits

Avidbank offers full time employees’ competitive compensation, medical, dental, vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a competitive paid time off policy.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

Avidbank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We are an AA/EEO/Veterans/Disabled employer

Quick Apply

Refine Your Search

portfolio analyst jobs in fremont, ca

Portfolio Analyst

Energy Analyst, Portfolio

Cancer Clinical Research Financial Analyst (Remote)

Business Intelligence Analyst

Opex Portfolio Analyst - ALD

AI Analyst

Resource Analyst II

Buyer Analyst

Staff Risk Strategy Analyst

Business Process Analyst, CFSO

Associate Investment Analyst (Santa Clara, CA Hybrid)

Expense Compliance Analyst

UX Designer 6394040

Financial Analyst

Business Analyst

Telecom Manager

Real Estate Planning & BP Analyst Graduate (Real Estate Planning & BP) - 2026 Start (BS/MS)

UX/UI DESIGNER

Business Intelligence (BI) Analyst – Finance

Private Wealth Management Senior Client Relationship Analyst

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