Top 44 Portfolio management analyst Jobs in Madison, Wi

Senior Credit Analyst
UW Credit Union —Madison, WI
- $38.39 - $42.50 an hour
- Full-time
- Customer service
- Data analysis skills
- Research
- Paid holidays
- Health insurance
Portfolio Management Analyst
Wisconsin Foundation and Alumni Association —Madison, WI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Access
- Mid-level
Registered Client Relationship Analyst
Morgan Stanley —Middleton, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Project Cost Controls Analyst (Remote)
SOLV Energy, LLC —Madison, WI
- $77,866 - $97,333 a year
- Full-time
- Remote
- Engineering
- Finance
- SQL
- Paid holidays
- Disability insurance
Quick Apply
13d
Business Analyst, Finance Systems
Arrowhead Pharmaceuticals —Madison, WI
- $60,000 - $68,000 a year
- Office
- Finance
- Analysis skills
Quick Apply
IT Asset Management Hardware Analyst
Wis Phys Svc Ins Corp —Madison, WI
- $75,000 - $90,000 a year
- Hybrid work
- Azure
- Computer Science
- Office
- Health insurance
- Dental insurance
Integration Analyst - EHR
Abbott Laboratories —Madison, WI
- $61,300 - $122,700 a year
- Full-time
- Computer Science
- Engineering
- Mid-level
8h
Information Security Analyst I
Arrowhead Pharmaceuticals —Madison, WI
- $65,000 - $80,000 a year
- Computer science
- Computer Science
- Windows
Asset Analyst, Capital Formation
Baker Tilly Advisory Group, LP —Madison, WI
- $62,000 - $95,610 a year
- Full-time
- Hybrid work
- Customer service
- Word processing
- Mid-level
Quick Apply
Program & Project Management Associate Director
University of Wisconsin–Madison —Madison, WI
- $150,000 - $160,000 a year
- Full-time
- Hybrid work
- University
- Bachelor's degree
- Criminal background check
- Retirement plan
20h
Senior Application Analyst - BTP Administration
Abbott Laboratories —Madison, WI
- $78,000 - $156,000 a year
- Weekends as needed
- Computer Science
- 5 years
- Computer literacy
- Relocation assistance
16h
Credit Analyst
Bank of Sun Prairie —Sun Prairie, WI
- Full-time
- Writing skills
- Research
- Mid-level
Quick Apply
Client Service Analyst
BMO Financial Group —Madison, WI
- $41,714 - $77,500 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
5d
Senior Credit Analyst
Capitol Bank —Madison, WI
- Full-time
- Computer literacy
- Research
- Office
- Paid holidays
- Disability insurance
Quick Apply
5d
Principal IT Project Manager
Wisconsin Foundation and Alumni Association —Madison, WI
- Full-time
- Remote
- Bachelor's degree
- Mentoring
- SharePoint
13d
Senior Application Analyst- SAP Analytics
Abbott Laboratories —Madison, WI
- $78,000 - $156,000 a year
- Weekends as needed
- Computer Science
- Computer literacy
- System design
- Relocation assistance
16h
Senior Credit Analyst
State of Wisconsin Investment Board —Madison, WI
- Full-time
- Hybrid work
- Office
- Analysis skills
- Team management
- Tuition reimbursement
Sr. AI Integration Analyst
Abbott Laboratories —Madison, WI
- $78,000 - $156,000 a year
- Full-time
- Azure
- Oracle
- Computer Science
12h
Relationship Manager - Community Banking- Madison, WI
Wintrust Financial Corporation —Madison, WI
- $71,000 - $92,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- AD&D insurance
- Employee stock purchase plan
Application Analyst, SAP FICO/OneStream
Abbott Laboratories —Madison, WI
- $61,300 - $122,700 a year
- Weekends as needed
- Computer literacy
- System design
- Mid-level
- Relocation assistance
12h

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portfolio management analyst jobs near madison, wi

Senior Credit Analyst

UW Credit Union -
Madison, WI

Apply Now

Job Details

Full-time
$38.39 - $42.50 an hour

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Research
Bachelor's degree
Stakeholder relationship building

Full Job Description

Overview:

The Senior Credit Analyst plays a key role in the Investment Property Lending (IPL) underwriting process, as they are responsible for reviewing financial information for the borrower, collateral, and guarantors connected to each loan, ultimately providing an independent recommendation supporting the proposed loan and its structure.

Leveraging strong analytical skills, this role adds context to complex financial information and partners with the originating Loan Officer to produce clear, concise loan presentations that accurately reflect property and guarantor cash flow while identifying potential credit concerns. The position is responsible for providing an independent credit recommendation (approve or decline) and supporting periodic reviews as needed. They focus on larger, more complex, and time‑sensitive loan requests, together with the ability to work independently with minimal guidance, distinguishes this position from the Credit Analyst role.

Responsibilities:

Prepare Loan Presentations (New Loans) and Annual/Periodic Reviews (Existing Loans)

Ensure that the loan (new or existing) complies with all IPL loan policy guidelines.
Analyze financial statements for the subject property or properties, owners, and guarantors to independently confirm strengths and weaknesses of the loan.
Validate the assigned risk rating per the IPL risk rating matrix.
Apply critical thinking and analysis to produce thorough loan presentations relied upon by approving authorities.
Prepare thorough and concise loan presentations for new loan requests (majority) and annual/periodic reviews or credit memos for existing loans (minority).
Consistently assigned complex or technical loan requests; may also be assigned time-sensitive files with targeted completion deadlines.
Provide meaningful context to financial data to help readers understand financial condition and credit risks.
Consistently identify credit and operational risk and suggest mitigating factors when needed.
Clearly and concisely explain key issues and confirm appropriate loan structures.
Prepare Watch List memos for loans experiencing credit issues and needing extra monitoring.
Utilize strong math, analytical, communication, attention-to-detail, reasoning, and superior customer service (internal & external) skills.
Communicate verbally and in writing with borrowers and guarantors to collect financial documents and obtain answers to underwriting questions.
Focus on attention to detail, adherence to loan policy guidelines, and meeting deadlines for reviews and presentations.
Regularly join IPL Loan Officer during meetings or phone calls with borrowers and members.
May have moderate to frequent interaction with borrowers and guarantors while performing analysis.
Demonstrate strong technical knowledge, ability to complete time-sensitive loan files with minimal oversight, and expertise in borrower and guarantor interaction.

Ad Hoc Financial Analysis or Research

Assist lending staff with property-specific research, pre-qualification assessments, preliminary financial spreads, and initial financial condition analysis.
May perform site visits for new loan requests or existing loans.
Perform research on real estate metrics and data using a commercial real estate database.
Assist with any research or projects as requested.

Other Duties / Internal Support

Prepare credit committee materials and agenda, attend credit committee meetings, and draft meeting minutes.
Interact with Department Manager, Loan Officers, Loan Admins, and other internal staff to assist with special projects.
Help Loan Operations Manager and Loan Admins prepare for internal and external audits and exams.
Actively participate and take lead in team meetings and department activities.
Serve as a resource to junior staff for technical questions, work review, and departmental guidance.

Development & Training

Engage in internal and external learning of credit and financial analysis topics and trainings.
May be asked to complete commercial underwriting training modules or certification courses.
Build competency in borrower and member interaction by joining Loan Officers on sales calls.
Maintain understanding and competency of IPL Loan Policy.
May be asked to train and become knowledgeable in other lending types as the department expands.

Qualifications:

Education & Experience

Bachelor’s degree in Finance, Accounting, Business Management or related field required.
4-5 years’ experience in a Credit Analyst, Financial Analyst, Portfolio Manager and/or Commercial Real Estate Analyst required.
Prior experience underwriting loan files within Sageworks Abrigo Commercial LOS is preferred

Skills

Advanced exposure to commercial lending principles and best practices.
Advanced understanding of commercial loan documents.
Advanced exposure to commercial appraisals.
Experience as a credit analyst within another commercial credit department, including completion of a formal credit training program (such as RMA).
Strong experience spreading financials required.
Advanced understanding of commercial loan structuring and industry standards
Moderate experience with borrower/member interaction.
Expert ability to meet established deadlines, particularly time-sensitive loan files
Superior written communication.
Ability to multi-task.
Attention to detail.
Ability to maintain confidentiality.
Proficiency to handle high-pressure situations and deliver within stated timelines
Problem-solving skills & capable to consistently operate with moderate to minimal guidance.
Relationship building skills
History of mentoring junior Credit Analysts.
Willingness to learn and desire to grow professionally.
Track and meet deadlines for loan presentations and annual/periodic reviews.

Working at UW Credit Union:

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

21.5 days of annual time off (accrued per pay period)
2 weeks paid caregiver leave
2.5 weeks paid new child parental leave
2 days paid volunteer time
10 paid holidays (including your birthday!)
401k company match of up to 5%, plus approximately 4% discretionary match
Variable bonus reward
Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
Employee Assistance Program
And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

Apply Now

Refine Your Search

portfolio management analyst jobs in madison, wi

Senior Credit Analyst

Portfolio Management Analyst

Registered Client Relationship Analyst

Project Cost Controls Analyst (Remote)

Business Analyst, Finance Systems

IT Asset Management Hardware Analyst

Integration Analyst - EHR

Information Security Analyst I

Asset Analyst, Capital Formation

Program & Project Management Associate Director

Senior Application Analyst - BTP Administration

Credit Analyst

Client Service Analyst

Senior Credit Analyst

Principal IT Project Manager

Senior Application Analyst- SAP Analytics

Senior Credit Analyst

Sr. AI Integration Analyst

Relationship Manager - Community Banking- Madison, WI

Application Analyst, SAP FICO/OneStream

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