portfolio analyst

Arc70 Capital LLC

<div>
 <p>
  <span>
   Arc70 is seeking a
  </span>
  <strong>
   Portfolio Analyst
  </strong>
  <span>
   to join its Portfolio Management team in Burlingame, CA. Ideal candidates will have 2-5+ years of experience working in real estate investments or asset management, familiarity with affordable housing, and distressed workouts. This role will report to the firm&rsquo;s portfolio managers.
  </span>
 </p>
 <p>
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 </p>
 <p>
  <span>
   Arc70 is an investment management firm based in Burlingame, CA that is focused on financing affordable housing across the U.S. The firm has financed the preservation or creation of over 47,000 units of affordable housing since inception. Arc70 manages over $5.1 billion in affordable housing related investments and works with notable and sophisticated long-term investors. This is an exciting opportunity for qualified individuals to hit the ground running and contribute to the firm&rsquo;s impact while working alongside highly accomplished principals and investors. This person will be a critical member of the team and will be involved in key aspects of the business.
  </span>
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 </p>
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  <strong>
   Primary Responsibilities / Projects
  </strong>
 </p>
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 </p>
 <ul>
  <li>
   <span>
    Monitor and approve the construction funding and stabilization of assets.
   </span>
  </li>
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   <span>
    Monitor the portfolio&rsquo;s assets and benchmark performance against underwritten proforma. Liaison with servicers and regularly report on asset performance and portfolio composition. Update financial models based on actual performances.
   </span>
  </li>
  <li>
   <span>
    Work with the capital markets team to optimize short-term and long-term financing of the portfolio&rsquo;s assets.
   </span>
  </li>
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   <span>
    Manage the deal pipeline across all funds.
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  </li>
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    Manage the master datatapes that house the portfolio&rsquo;s assets.
   </span>
  </li>
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    Monitor the fund&rsquo;s cash liquidity and net income to make decisions on capital calls, distributions, and return of capital.
   </span>
  </li>
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   <span>
    Manage and update investment cash flow schedules.
   </span>
  </li>
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   <span>
    Build, manage, and present complex financial models to the portfolio manager.
   </span>
  </li>
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   <span>
    Conduct market research on AH bond and securitization comps to determine the fair value of the fund&rsquo;s assets and update valuation models.
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  </li>
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   <span>
    Evaluate and support execution of special investment opportunities including: secondaries, distressed debt, and other structured debt/equity investments.
   </span>
  </li>
  <li>
   <span>
    Create presentations, investment memorandums, and other reports for deal closings, capital raising, and investor reporting for the portfolio manager.
   </span>
  </li>
  <li>
   <span>
    Support ongoing asset, portfolio, and risk management efforts across multiple funds.
   </span>
  </li>
  <li>
   <span>
    Work closely with senior management to drive continuous improvement initiatives.
   </span>
  </li>
 </ul>
 <p>
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 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
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  <br/>
 </p>
 <ul>
  <li>
   <span>
    Strong problem solving and resourcefulness. Ability to work autonomously and communicate well.
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  </li>
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    Attention to detail and quantitative / financial modeling skills.
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    Ability to work in a high pressure environment and adapt to various deadlines and deliverables.
   </span>
  </li>
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   <span>
    Prior investing, business development, or capital markets experience is strongly preferred.
   </span>
  </li>
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   <span>
    Fluency in Excel/Powerpoint is required. Fluency in Python/building AI tools is a bonus.
   </span>
  </li>
 </ul>
</div>


Portfolio Analyst

LGT Financial Advisors

<div>
 <p>
  <strong>
   About the Role
  </strong>
 </p>
 <p>
  LGT Financial Advisors is seeking an ambitious, detail-oriented, and investment-minded professional to support the portfolio management function of our growing financial advisory firm. This is an early-career role designed for someone who wants to build a meaningful career in portfolio management, analytics, and wealth advisory. The ideal candidate is intellectually curious, highly organized, tech-forward, and motivated by the opportunity to help advisors and clients make optimized investment decisions.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This role is especially well-suited for a candidate who is interested in, currently pursuing, or planning to pursue the Chartered Financial Analyst (CFA&reg;) designation. The position will play an important role in supporting investment performance reporting, portfolio data integrity, manager due diligence, alternative investment tracking, and ongoing portfolio management operations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Why This Role Matters
  </strong>
 </p>
 <p>
  LGT Financial Advisors manages over 575 client portfolios across a broad range of investment solutions, including traditional public market strategies, model portfolios, and customized portfolios with meaningful exposure to private investments. Because of the complex nature of portfolio construction, accurate data, timely reporting, organized records, and disciplined portfolio oversight are essential. This role helps ensure that the firm&rsquo;s portfolio management solutions run with clarity, consistency, and precision.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What You Will Do
  </strong>
 </p>
 <p>
  The Associate Portfolio Analyst will support the firm&rsquo;s investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support.
 </p>
 <p>
  Key responsibilities include:
 </p>
 <ul>
  <li>
   Portfolio data and performance reporting
  </li>
  <li>
   Private investment tracking and pricing
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  <li>
   Investment platform organization
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   Technology, systems, and process improvement
  </li>
  <li>
   Team support and investment oversight
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Who We Are Looking For
  </strong>
 </p>
 <p>
  We are looking for someone who is passionate about building a career in portfolio management and who understands that strong oversight begins with strong execution and due diligence. The ideal candidate is:
 </p>
 <ul>
  <li>
   Team and client oriented, motivated to bring their best efforts each day
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  <li>
   Detail-oriented with strong organizational skills
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   Comfortable working with reports, systems, and recurring data processes
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   Tech-focused and interested in automation, workflow efficiency, and better use of systems
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   Confident in working independently while also supporting a collaborative advisory team
  </li>
  <li>
   Interested in or currently pursuing the CFA&reg; designation
  </li>
  <li>
   Strong portfolio construction and investment acumen
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <p>
  <strong>
   Required
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in finance, accounting, economics, business, data analytics, or a related field
  </li>
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   Comfort working with investment data, spreadsheets, reports, and multiple systems
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   Ability to manage recurring tasks independently and consistently
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   Work in office at least three days per week
  </li>
 </ul>
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  <strong>
   Preferred
  </strong>
 </p>
 <ul>
  <li>
   Interest in, or active pursuit of, the CFA&reg; designation.
  </li>
  <li>
   Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms
  </li>
  <li>
   Familiarity with basic asset classes such as public equity, fixed income, private equity, private credit, real assets, and alternative investments
  </li>
 </ul>
 <p>
 </p>
</div>


Associate Portfolio Analyst

Progress Residential

<div><p>Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!</p><p><b>
Trade &amp; Portfolio Analyst</b></p><p></p><p><br>
The Trade &amp; Portfolio Analyst contributes to the acquisition of new origination, non-performing, re-performing, and real estate investments. The analyst will support the trading desk operations including research, analysis, data normalization, data validation, process and tool development, and management reporting. This position requires interaction with multiple business units including trading, analytics, technology, and transaction management.</p><p></p><p><br>
Job Functions:</p><ul><li><p>
Support the acquisition process by maintaining data utilized in trading decisions.</p></li><li><p>
Own all data processes from trade commencement to settlement.</p></li><li><p>
Provide acquisition analysis using business intelligence software.</p></li><li><p>
Directly engage with counterparties on trade and data questions.</p></li><li><p>
Maintain acquisition reporting infrastructure.</p></li><li><p>
Become subject matter expert for all reporting and data analysis related to portfolio acquisitions.</p></li><li><p>
Work with technology/data teams to maintain accuracy of information and analysis.</p></li><li><p>
Support tools utilized in the acquisition process.</p></li><li><p>
Run initial pricing on new trading opportunities.</p></li></ul><p></p><p><br>
Education/Skill Requirements:</p><ul><li><p>
4-year degree in finance, economics, or mathematics.</p></li><li><p>
1+ years of mortgage credit/related experience.</p></li><li><p>
Detail oriented with ability to prioritize workflow and multitask.</p></li><li><p>
Proactive communication skills.</p></li><li><p>
Comfortable in a fast-paced trading environment.</p></li><li><p>
Exceptional analytical skills.</p></li><li><p>
Proactive in developing new ideas and ability to enhance current methods and tools.</p></li><li><p>
Intermediate Microsoft Excel skillset.</p></li><li><p>
Intermediate MySQL skillset.</p></li><li><p>
undefined</p><p>
Preferred Qualifications:</p><p>
Experience dealing with mortgage credit and real estate.</p><p>
Experience with business intelligence tools i.e., Tableau and CAS.</p><p>
Progress towards investment related certifications i.e., CFA.</p><p>
Experience with Python</p></li></ul><h1 class="jobSectionHeader"><b>
Why Selene?</b></h1><p><b>
Benefits</b><br>
Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:</p><ul><li><p>
Paid Time Off (PTO)</p></li><li><p>
Medical, Dental &amp;Vision</p></li><li><p>
Employee Assistance Program</p></li><li><p>
Flexible Spending Account</p></li><li><p>
Health Savings Account</p></li><li><p>
Paid Holidays</p></li><li><p>
Company paid Life Insurance</p></li><li><p>
Matching 401(k) Plan</p></li></ul><p><i><br>
The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.</i></p><p></p><p>
Privacy Policy - Selene (seleneadvantage.com)</p></div>

Trade & Portfolio Analyst

Lakeview Loan Servicing

<div>Overview:
<div>
We are seeking an individual who will play a critical role within Lakeview&rsquo;s Early Buyout Opportunity (&ldquo;EBO&rdquo;) team. The Portfolio Finance Analyst will be a key contributor to portfolio operations at Lakeview by collaborating on the GNMA buyout strategy, concurrent warehouse financing and operational execution, agency repooling, data analytics, investor reporting, liquidity planning, modeling cash flows, and supporting MSR Portfolio Management. This individual is expected to work closely with the EBO operations and Mortgage Servicing Right (&ldquo;MSR&rdquo;) portfolio management teams in addition to collateral, treasury, subservicing oversight, and external counterparties. Our ideal candidate will be highly analytical with a strong background in finance and process optimization.</div><div></div><div><br>
This is a hybrid position, reporting to one of our office locations three days per week (Tuesday through Thursday). Office locations include Charlotte, NC; Coral Gables, FL; Denver, CO; and NYC. We offer a competitive salary range of $70,000 to $90,000, an annual bonus, 401(k) company match, and comprehensive medical benefits starting on day one. Compensation may vary based on experience, location, and other job-related factors.</div><div></div><h1 class="jobSectionHeader"><b><br>
About Lakeview Loan Servicing, LLC:</b></h1><div>
Lakeview Loan Servicing, LLC (&ldquo;Lakeview&rdquo;) is the largest owner of mortgage servicing rights in the country. What does that mean? We help more than 2.6 million customers per year manage the investment they&rsquo;ve made in their homes.</div><div></div><div><b><br>
About MSR &amp; EBO Portfolio Management:</b></div><div>
The Bayview Mortgage Servicing Rights (&ldquo;MSR&rdquo;) Fund, along with its wholly owned subsidiary Lakeview Loan Servicing (&ldquo;Lakeview&rdquo;), is the largest of Bayview&rsquo;s funds. Lakeview is the top servicer of agency MSRs in the United States, and actively sources new MSRs across its origination platform and bulk and co-issue MSR businesses.</div><div></div><div><br>
MSRs are essentially interest-only (&ldquo;IO&rdquo;) cash flow strips on underlying pools of mortgages. Like IOs on any other callable bond, MSRs are susceptible to prepayment and credit risk. The MSR owner is entitled to many different income and expense cash flows. On a single MSR asset, we model and monitor over 60 types of cash flows.</div><div></div><div><br>
Early Buyout Opportunities (&ldquo;EBOs&rdquo;) refer to the ability of a mortgage servicer &ndash; most commonly in government-insured pools like those guaranteed by Ginnie Mae (&ldquo;GNMA&rdquo;) &ndash; to repurchase delinquent loans out of a securitized pool once they meet specific criteria (typically 90+ days delinquent).</div>
Responsibilities:
<ul><li>Develop an in-depth understanding of Lakeview&rsquo;s early buyout program, including but not limited to buyout strategy, warehouse financing, agency pooling and redelivery, compliance requirements, agency guidelines, custodial agreements, and whole loan transactions</li><li>
Work closely with internal stakeholders and external counterparties on all pricing, operational execution, investor reporting, and portfolio management initiatives</li><li>
Produce detailed reporting on portfolio performance, including but not limited to cash flow forecasts, liquidity projections, valuation comparison analytics, collateral, fund performance, and sensitivity analysis across various return metrics</li><li>
Retrieve, reconcile, and analyze data and documents to facilitate due diligence associated with financing, loan sale, funding, agency repooling, or securitizations</li><li>
Determine and underwrite appropriate performance assumptions for opportunistic buyout proposals</li><li>
Perform detailed quantitative analysis of EBO economics and provide actionable recommendations to the portfolio management team
</li><li>Identify financing opportunities in accordance with warehouse lender deal parameters and covenants to support portfolio best execution</li><li>
Manage deal oversight, ensuring timely and accurate execution</li><li>
Contribute to automation initiatives by building new processes and/or streamlining existing procedures</li><li>
Ensures policies and procedures are accurately documented and maintained</li></ul>
Qualifications:
<ul><li>1-3 years of relevant experience in any of the following areas: operations (warehouse, treasury, capital markets, FP&amp;A, structured financial products, finance, or secondary marketing)</li><li>
Bachelor&rsquo;s degree in Finance, Economics, Accounting, Business, or a related field</li><li>
Great attention to detail and highly self-motivated</li><li>
Advanced Excel and Microsoft Office proficiency</li><li>
Exceptional analytical, problem-solving, and critical thinking skills</li><li>
Excellent organizational and communication skills</li><li>
Ability to deal with advanced problems involving multiple facets and variables in standardized or specialty situations</li><li>
Comfortable working with large data sets and modeling portfolio cash flows; experience analyzing and reconciling deal-level data</li><li>
Demonstrated professionalism, accountability, and reliability</li><li>
Required SQL working knowledge</li><li>
Experience with Python, Tableau/PBI, VS Code, LLMs/AI Agents, Cursor, CAS preferred</li><li>
Previous experience with loan servicing, operations, or portfolio management is a plus</li></ul><div></div><div><i><br>
Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.</i></div></div>

Portfolio Finance Analyst

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Join a team where you are a value-added source of independent analysis and thought leadership for internal clients, including portfolio managers, front office advisors, sales and marketing, and senior management. In this role, you will help expand the team&rsquo;s performance and portfolio analytics capabilities and contribute to building Wealth Management-specific functionality within the Portfolio Analysis Group (PAG).</p><p>
As a Portfolio &amp; Performance Analyst - Associate within JPMorgan Wealth Management (JPWM), you will support the Portfolio Analysis Group by delivering portfolio and performance analytics and reporting that enable strong investment outcomes and client communication. You will focus on composite performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis, and account-level analysis and construction. You will help external clients understand the drivers of portfolio performance and support internal stakeholders in measuring the effectiveness of products and strategies. You will also support front-office Advisors with ad hoc client inquiries by providing detailed investment performance analysis<br>
</p><p><b>Job Responsibilities:</b></p><ul><li>
Own responsibilities for JPWM Account and Composite Workflow, creating best practices, optimizing processes, examining current constructions with rigor, etc.</li><li>
Liaise with key business partners to ensure appropriate account/strategy performance and technology development; Collaborate with Tech &amp; India PAG team in the production of accurate and timely performance measurement figures for the JPMWM line of business</li><li>
Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas</li><li>
Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)</li><li>
Validate and own the end-to-end composite performance process; support ad hoc inquiries for new composite creation</li><li>
Acclimate and participate in PAG&rsquo;s new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings</li><li>
Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes</li><li>
Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG&rsquo;s service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills:</b></p><ul><li>
Experienced performance measurement professional with 2+ years of relevant experience including project and performance experience</li><li>
Bachelor&rsquo;s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution</li><li>
Solid analytical ability to research and analyze complex data sets</li><li>
Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures</li><li>
Interact and communicate effectively &ndash; written and verbal &ndash; throughout all organizational levels and roles while working tight deadlines in a high-pressure environment</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills:</b></p><ul><li>
Knowledge of Global Investment Performance Standards (GIPS) and composite practices</li><li>
Certificate in Investment Performance Measurement / Chartered Financial Analyst (CIPM/CFA) or progress toward designation</li><li>
Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture</li><li>
Understanding of the various businesses/products within the wealth management space</li><li>
Passion for the investments business and financial markets</li><li>
Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation</li><li>
Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk &amp; controls, and other stakeholders</li></ul><p>
</p><p>This role is not eligible for visa sponsorship</p>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Portfolio & Performance Analyst - Associate

BTG Pactual Europe

<div><div><p><b>About the Company:</b></p>
<p>
BTG Pactual is a distinguished international financial services firm headquartered in Brazil, boasting a global presence and over 25 years of experience in the industry. To learn more about our company, visit www.btgpactual.com. We are currently seeking a talented Portfolio Solutions Analyst to join our team based in Miami, FL.</p>
<p><b>
Key Responsabilities</b></p>
<ul>
<li><div>Assist in portfolio construction, asset allocation activities, and the overall investment process.</div>
</li>
<li><div>Monitor and support internal controls such as mandate adherence, performance tracking, risk exposures, liquidity/cash flow management, margin requirements, and trade execution workflows.</div>
</li>
<li><div>Prepare reports, dashboards, and presentations for internal stakeholders and external clients.</div>
</li>
<li><div>Ensure the timely and accurate execution of critical post-trade processes, including trade lifecycle management, reconciliation routines, corporate action processing, and client asset movements.</div>
</li>
<li><div>Develop, maintain, and enforce standard operating procedures (SOPs) to strengthen operational consistency, accuracy, and control.</div>
</li>
<li><div>Help maintain adherence to U.S. regulatory standards applicable to broker-dealer and investment management operations, including SEC, FINRA, and other regulatory frameworks.</div>
</li>
<li><div>Interface with internal teams, external clients, trading desks, and back-office areas to ensure seamless end-to-end operational processes.</div>
</li>
<li><div>Participate in cross-functional initiatives, particularly those related to integrating Brazilian operations with international platforms and expanding global capabilities.</div>
</li>
<li><div>Coordinate with Technology/IT teams on system enhancements, UAT testing, and implementation of new operational tools and technologies.</div>
</li>
<li><div>Contribute to continuous improvement efforts aimed at boosting process efficiency, automation, and accuracy.</div>
</li>
</ul><p><b>Required Qualifications</b></p>
<ul>
<li>Bachelor&rsquo;s degree, preferably in finance, accounting, or economics</li>
<li>Institutional investment management or credit analysis experience</li>
<li>Strong communication and interpersonal skills to actively liaise internally with Partners, with our investors, and with third-party service providers.</li>
<li>Strong organizational abilities and file management</li>
<li>Microsoft office</li>
<li>Accurate and detailed oriented</li>
<li>Highly skills customer service</li>
<li>Familiar with Visual Basic Applications</li>
<li>Familiar with Microsoft Internal Programming language</li>
<li>Portuguese and/or Spanish preferred</li></ul><br>
<p></p>
<p><b>
#LI-DNI</b></p></div><div><p>
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Portfolio Solutions Analyst (Miami)

Firefighters First Credit Union

<div><p>Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation&rsquo;s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.</p><div></div><div><div><br>
Currently, we have an immediate opening for a<b> </b>Business Portfolio Credit Analyst<b> </b>to join our team! The Business Portfolio Credit Analyst is responsible for managing and supporting an assigned portfolio of business lending relationships through disciplined credit analysis, underwriting, portfolio monitoring, and consultative member engagement. The role focuses on evaluating credit risk, structuring sound lending solutions, and supporting responsible business loan growth while ensuring compliance with Credit Union policy, regulatory standards, and risk management practices. The Analyst works closely with Business Member Portfolio Representatives, Business Lending leadership, and business members to underwrite and approve business loans, conduct annual portfolio reviews, and produce portfolio reporting and analytics that support informed credit decisions.</div><p></p><p><b><br>
Primary Responsibilities:</b></p><div><div><div><ul><li>
Conducting annual financial reviews and risk grading for an assigned portfolio of business lending relationships by analyzing business and personal financial statements, calculating key financial ratios, updating credit conclusions in the loan origination system, and monitoring ongoing credit performance to ensure portfolio health and compliance with Credit Union loan policy and regulatory standards.</li><li>
Underwriting new business loan requests, including Small Business and Commercial Real Estate (CRE) loans, and structuring, negotiating, and packaging credit requests through approval and closing while ensuring alignment with prudent risk management practices and member needs.</li><li>
Approving or declining business credit card and small business loan requests within designated lending authority in accordance with Credit Union policies and procedures while ensuring consistent application of underwriting standards and documentation requirements.</li><li>
Preparing recurring and ad hoc portfolio reports and analyses by leveraging data analytics, including AI-enabled tools where appropriate, to identify trends, concentrations, and emerging risks and support effective portfolio monitoring and credit decisioning.</li><li>
Maintaining a thorough understanding of Business Lending policies, procedures, and applicable laws and regulations while assisting in the development, maintenance, and enhancement of lending procedures and recommending policy or process improvements as appropriate.</li><li>
Participating in special projects and cross-functional initiatives that support Business Lending and Credit Union strategic objectives by providing subject matter expertise and ensuring clear communication of outcomes.</li></ul></div></div></div></div><p></p><p><b><br>
Basic Qualifications:</b></p><div><div><ul><li>
Education: Bachelor&rsquo;s degree in Finance, Accounting, Economics or Business preferred; or equivalent professional experience.</li><li>
Minimum 5 years of experience in commercial/business lending or commercial real estate.</li><li>
All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.</li></ul></div></div><p></p><p><b><br>
Benefits:</b></p><p>
We offer exceptional benefits to our employees, including:</p><ul><li>
Competitive salary with a pay for performance bonus</li><li>
Fully paid Medical, Dental, and Vision benefits package for employees.</li><li>
Fully paid Life insurance, AD&amp;D, short and long-term disability coverage</li><li>
401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%</li><li>
Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program</li><li>
Pet Insurance</li><li>
4 weeks of PTO annually including 2 &frac12; days of float time.</li><li>
9 paid holidays plus 2 half days</li></ul><p></p><p><br>
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.</p></div>

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