Top 172 Portfolio analyst Jobs in Livermore, 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
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
Associate Statistical Analyst (on-site)
Abbott Laboratories —Santa Clara, CA
- $77,600 - $126,700 a year
- Full-time
- Master's degree
- Doctor of Philosophy
- Organizational skills
- Health insurance
- Tuition reimbursement
10d
Credit and Collections Analyst (English/Spanish)
Acer America Corporation —Santa Clara, CA
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Oracle
- Health insurance
- Dental insurance
Quick Apply
Lease Admin Analyst
Manpower —San Jose, CA
- $32 - $33 an hour
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Financial Analyst
SRA OSS —San Jose, CA
- Email
- Mid-level
- Office
- Finance
Senior Analyst, Corporate Development
Central Garden & Pet —Walnut Creek, CA
- $90,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
ERP Functional Analyst – Field Services
Onto Innovation —Milpitas, CA
- $128,000 - $192,000 a year
- Full-time
- Mid-level
- Analysis skills
- Continuous improvement
- Employee stock purchase plan
- Disability insurance
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
Sr. Manager, Portfolio and Opex Analysis
Applied Materials —Santa Clara, CA
- $158,500 - $218,000 a year
- Full-time
- Office
- Product management
- Travel
Financial Analyst, Central Planning and Reporting
Google —Sunnyvale, CA
- $116,000 - $166,000 a year
- Full-time
- Mid-level
- Office
- Finance
6d
Sales Operations Analyst
Nextpower —Fremont, CA
- $110,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Disability insurance
ERP Functional Analyst – Supply Chain and Logistics
Onto Innovation —Milpitas, CA
- $128,000 - $192,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Employee stock purchase plan
- Disability insurance
Treasury Analyst (Temporary - 6 months)
FormFactor, Inc. —Livermore, CA
- $71,400 - $93,660 a year
- Full-time
- Customer service
- Bachelor of Science
- Mid-level
- Profit sharing
- Employee stock purchase plan
Quick Apply
Document Control Analyst (Contract Role)
Brooks Automation —Fremont, CA
- Full-time
- Microsoft Outlook
- ERP systems
- Mid-level
12d
Senior Financial Analyst
Kinder's —Walnut Creek, CA
- $115,000 - $125,000 a year
- Hybrid work
- Oracle
- Office
- Finance
- Health insurance
- 401(k)
Quick Apply
Business Marketing Analyst, Pricing and Planning
Sandisk —Milpitas, CA
- Full-time
- Hybrid work
- 7 years
- Marketing
- Analysis skills
- Health savings account
- AD&D insurance
Quick Apply
Lead Financial Business Analyst
Safeway —Pleasanton, CA
- $110,000 - $137,000 a year
- Full-time
- Office
- Finance
- 8 years
- Paid holidays
- Disability insurance
Quick Apply
3d
Senior Inventory and Manufacturing Analyst
Onto Innovation —Milpitas, CA
- $104,000 - $156,000 a year
- Full-time
- Oracle
- 5 years
- Finance
- Employee stock purchase plan
- Disability insurance
Commercial Credit Analyst
Fremont Bank —Livermore, CA
- $33.65 - $45.65 an hour
- Full-time
- Customer service
- Mid-level
- Office
Quick Apply
13d

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portfolio analyst jobs near livermore, ca

Portfolio Analyst

Avidbank -
San Jose, CA

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

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 livermore, ca

Portfolio Analyst

Associate Investment Analyst (Santa Clara, CA Hybrid)

Associate Statistical Analyst (on-site)

Credit and Collections Analyst (English/Spanish)

Lease Admin Analyst

Financial Analyst

Senior Analyst, Corporate Development

ERP Functional Analyst – Field Services

Resource Analyst II

Sr. Manager, Portfolio and Opex Analysis

Financial Analyst, Central Planning and Reporting

Sales Operations Analyst

ERP Functional Analyst – Supply Chain and Logistics

Treasury Analyst (Temporary - 6 months)

Document Control Analyst (Contract Role)

Senior Financial Analyst

Business Marketing Analyst, Pricing and Planning

Lead Financial Business Analyst

Senior Inventory and Manufacturing Analyst

Commercial Credit Analyst

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