project portfolio analyst

Focus Search and Selection

Product & Portfolio Analyst Are you analytically minded, highly organised, and keen to develop deep expertise in the mortgage market?We're representing a growing specialist mortgage lender that's looking to appoint a Product & Portfolio Analyst to join its expanding team in London.This is a fantastic opportunity for someone early in their mortgage or analytical career who's eager to learn, contribute, and grow with a business that's building something exciting.The RoleYou'll be supporting the design, delivery, and optimisation of mortgage products, working closely with stakeholders across the business. Your analysis and insight will help inform key decisions and ensure the lender remains competitive in the market.Key responsibilities include:<ul><li>Analysing data, market trends, and qualitative research to support product and pricing decisions</li><li>Producing MI and models to inform pricing, credit, and performance reviews</li><li>Supporting product governance and helping prepare documentation for internal sign-off</li><li>Assisting in the management of product, price, and criteria changes from concept through to delivery</li><li>Helping resolve product-related issues or incidents</li></ul>About You<ul><li>Strong numeracy and analytical ability, including working with data and models</li><li>Highly organised with strong attention to detail</li><li>Confident communicator who can build effective relationships across teams</li><li>Curious and proactive, with a genuine desire to learn about the mortgage industry</li><li>Comfortable working in a London office four days per week</li></ul>Desirable but not essential:<ul><li>Knowledge of UK mortgage products, processes, or criteria</li><li>Experience in credit risk, product, or pricing analytics</li></ul>Why Apply?You'll be joining a growing business where your curiosity and initiative are valued. This is a chance to develop your analytical and mortgage knowledge in a fast-moving environment where you'll make a real impact from day one.<img src="https://www.jobg8.com/Tracking.aspx?6yJpQ3Iag%2fH1CNp8gO6CPfSL6vPvGptKt" width="0" height="0" />

Product and Portfolio Analyst

Banc of California

<div>BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the &ldquo;bank&rdquo;). Banc of California is one of the nation&rsquo;s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values &ndash; Entrepreneurialism, Operational Excellence, and Superior Analytics &ndash; empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN&reg; 


THE OPPORTUNITY

The Portfolio Analyst role is responsible for monitoring the performance of borrowers, identifying deviations from expected performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client&rsquo;s operating performance and needs, and work to build strong working relationships both internally and externally.

The Portfolio Analyst role in Commercial Real Estate directly supports the Bank&rsquo;s commercial banking clients and interfaces regularly with this valued client base. Commercial Real Estate Portfolio Analysts should strive to communicate professionally, problem-solve effectively and participate in a team dedicated to providing clients with an excellent customer experience. Performs all duties in accordance with the Company&rsquo;s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. 


HOW YOU&rsquo;LL MAKE A DIFFERENCE
<ul>
<li>Conduct financial analysis of credit and collateral of borrowers, with an emphasis on data collection and analysis.</li>
<li>Validate borrower compliance based on the Loan &amp; Security Agreement.</li>
<li>Perform financial, operational, valuation, and transactional analyses.</li>
<li>Assist in underwriting modifications or renewals for borrowers, and help present deals to credit committee.</li>
<li>Complete borrower risk assessments.</li>
<li>Maintain data integrity in internal bank systems related to financials or other key information.</li>
<li>Produce internal deliverables.</li>
<li>Collaborate with management teams of portfolio companies to understand performance and financial needs.</li>
<li>Travel to client sites.</li>
<li>Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.</li>
<li>Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.</li>
<li>Follows policies and procedures; completes tasks correctly and on time; supports the company&rsquo;s goals and values.</li>
<li>Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one&rsquo;s own actions and conduct.</li>
<li>Performs other duties and projects as assigned.</li></ul> 


WHAT YOU&rsquo;LL BRING
<ul>
<li>Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements)</li>
<li>Ability to multi-task in a fast paced environment</li>
<li>Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses</li>
<li>Strong interpersonal, writing and oral communication skills</li>
<li>Comfortable interacting directly with clients</li>
<li>Above average knowledge of MS Word and Excel</li>
<li>&ldquo;Self-Starter&rdquo;</li>
<li>Candidate must have great attention to detail</li>
<li>Bachelor&rsquo;s Degree and/or relevant work experience or training</li>
<li>Preferred:
<ul><li>1-2 years related experience or public accounting</li></ul></li> 
</ul>
HOW WE&rsquo;LL SUPPORT YOU
<ul>
<li>Financial Security: You will be eligible to participate in the company&rsquo;s 401k plan which includes a company match and immediate vesting.</li>
<li>Health &amp; Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&amp;D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).</li>
<li>Building &amp; Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.</li>
<li>Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.</li>
<li>Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.</li></ul> 


SALARY RANGE

The full-time base salary range for this position is $68,000.00 - $74,000.00 USD a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. 
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Portfolio Analyst

Proterial

<div>Location:
Chennai, Tamil Nadu, India
Job ID:
R0090398
Date Posted:
2025-10-24
Company Name:
HITACHI ENERGY TECHNOLOGY SERVICES PRIVATE LIMITED
Profession (Job Category):
Data Analytics/Business Intelligence
Job Schedule:
Full time
Remote:
No
Job Description:
The opportunity
A Product Portfolio Analyst support BU's product portfolio management and product management teams in informed strategic decisions by performing tasks such as conducting market and competitor analysis, analyzing financial performance, creating data-driven reports and dashboards, and collaborating with cross-functional teams to optimize overall product portfolio performance, drive product lifecycle decisions, including product and technology development, competitiveness, strategic pricing, and profitability. Key skills for this role include strong analytical and problem-solving abilities, strategic thinking, attention to detail and data management and visualization.
How you&rsquo;ll make an impact
<ul><li>Optimize role description and responsibility and trigger relevant actions in the organization.
</li><li>Define scope of analysis and design regular reporting dashboards. Drive Portfolio Management intelligence - market, customers, competitors, suppliers, regulations, industry bodies, academia.
</li><li>Analyze usage of the Sales (SalesForce) and Portfolio Management tools (TecTool). Employ AI - to collect and process the data.
</li><li>Contribute to further develop PPM TecTool across the product and technology development organization.
</li><li>Collect and share relevant, real-time data from inside and outside of a product portfolio to enable well-informed, high-impact decisions, to effectively prioritize products and inform funding decisions.
</li><li>Comparing financial data, such as product investments, R&amp;D costs, and market size, with product performance and business strategy alignment, analyzing data in real time.
</li><li>Analyzing the data to help product and portfolio management to make better, data-backed decisions on how to prioritize the right products to achieve strategic business targets.
</li><li>Adapt to changes and stay competitive, support better portfolio decisions. Process and Present Data to support the strategic portfolio assessment.
</li><li>Develop a portfolio financial cockpit with relevant portfolio monitoring KPIs. Utilize the portfolio financial cockpit to assess the portfolio performance.
</li><li>Responsible for ensuring compliance with applicable external and internal regulations, procedures, and guidelines.
</li><li>Living Hitachi Energy&rsquo;s core values of safety and integrity, which means taking responsibility for your own actions while caring for your colleagues and the business.
</li></ul>Your background
<ul><li>Bachelor&rsquo;s degree in finance, economics, business, or a related field, with 2 to 5 years of experience,
</li><li>In-depth knowledge of Power Platforms, specific to the tools like Power Automate, Power Apps, Power BI, expertise in modifying and creating complex DAX Components.
</li><li>Experience connecting real time data sources and managing operational analysis.
</li><li>Hands-on experience in data modeling, creating and monitoring business KPIs with respect to portfolio management.
</li><li>Strong analytical skills, with a background in data analysis and management.
</li><li>Excellent communication skills for effective collaboration with various business stakeholders within complex organization and across various domains and diverse regions and cultures.
</li><li>Ability to work both independently and collaboratively within a team.
</li><li>Detail-oriented, capable of managing multiple tasks simultaneously.
</li><li>Proficient in prioritizing tasks and meeting deadlines, demonstrating effective self-management.
</li><li>Proven ability to quickly learn and adapt to new IT solutions being used and may be implemented in the organization.
</li><li>Proficiency in both spoken &amp; written English language is required.
</li></ul><h2 class="jobSectionHeader">Qualified individuals with a disability may request a reasonable accommodation if you are unable or limited in your ability to use or access the Hitachi Energy career site as a result of your disability. You may request reasonable accommodations by completing a general inquiry form on our website. Please include your contact information and specific details about your required accommodation to support you during the job application process.
</h2><h2 class="jobSectionHeader">This is solely for job seekers with disabilities requiring accessibility assistance or an accommodation in the job application process. Messages left for other purposes will not receive a response.</h2></div>

Portfolio Operation Analyst

Santander Holdings USA Inc

Structured/Project Finance - Underwriting & Portfolio Management AssociateCountry: United States of AmericaYour Journey Starts Here:Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!The Difference You Make: The Associate, Underwriting & Portfolio Management will be responsible for managing the Underwriting & Portfolio Management of a defined portfolio of Structured Finance transactions. The Portfolio is comprised of Project Finance and Fund Finance loans.This position will work closely with the 1LoD product teams to present and defend business opportunities to the 2nd Line of Defense. The candidate will manage the business relationship with risk and ensure all required portfolio management tasks are completed.Responsibilities: Communicates portfolio trends, risks and mitigants to senior leadership. Develops and manages portfolio information needed to accommodate sound risk management, economic and regulatory reporting requirements. Leads underwriting, structuring and closing of amendments, upsizes and extensions, as needed, including annual reviews and credit approval memos. Develop credit recommendations which include clear views of credit structures and borrower's risks. Lead the financial modelling of complex structured corporates, including the impacts of complex transactions including mergers, acquisitions and divestitures. Supports junior development through building strong relationships with the team as a mentor as needed. Collaborates with product team members prior to loan closing on approval memos, legal documentation, collateral review and funding approvals. Manages and controls risks throughout the post-closing credit process to ensure strong borrower performance. Monitors and enforces terms of loan agreement / documents. Identifies and establishes best practices policies and procedures. Manages other Portfolio Management functions, including collaborating with new business team on up-front and ongoing client due diligence, etc. Leads and/or provides valuable input for broader business initiatives, projects and goals.What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education:Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics or equivalent field. (Required)CFA Charter and/or MBA (Preferred)Work Experience:Financial analysis, structuring, underwriting and portfolio management. Experience with infrastructure companies, and/or project finance loans (preferably renewable energy - wind, solar, etc) Skills and Abilities: Proficient communicator (orally and in writing) with clients, peers and fellow associates Proficient with Microsoft Office applications Ability to work and interact with various departments Ability to work in a fast-paced, sometimes stressful, environment with many critical deadlines Thorough knowledge and understanding of Structured Finance loan products and servicesCertifications:<ul><li>Other: Completion of bank-certified course in Credit Training - Preferred.</li></ul>It Would Be Nice For You To Have:<ul><li>Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</li><li>Experience in Microsoft Office products.</li></ul> What Else You Need To Know :The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $78,750.00 USD Maximum: $122,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next :If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.<img src="https://www.jobg8.com/Tracking.aspx?1X9KYdWi%2f6FH2lRcDHCb66ArTXWiyc2Rx" width="0" height="0" />

Structured/Project Finance - Underwriting & Portfolio Management Associate

Client of PER

What the job involves
 <ul>
 <li>Pipeline Management &amp; Data Integrity - Maintain and update the investment pipeline across funds and co-investments, ensuring CRM (DealCloud) data is accurate and up to date. Perform data checks and support the refinement of portfolio tracking and reporting frameworks.</li>
 <li>Investment Process Support - Review and summarise investment materials, assist with memos and due diligence notes, and participate in GP and founder calls. Coordinate follow-ups and provide support through the execution and legal phases of transactions.</li>
 <li>Portfolio Monitoring &amp; Reporting - Consolidate and analyse data from fund and company reports to track performance and KPIs. Work with Investor Relations and Operations on client reporting, and contribute to developing monitoring tools and dashboards.</li>
 <li>Investment Research &amp; Market Analysis - Evaluate new fund and co-investment opportunities across private equity, credit, and venture capital. Conduct market and sector research to inform ongoing deals and investment strategy.</li>
 <li>Relationship Management - Support senior team members in maintaining relationships with GPs, founders, and external partners. Coordinate meetings, document insights, and ensure timely follow-up on key actions.</li>
 </ul>

Investment & Portfolio Analyst

PCS Gulf

PCS Gulf excels in IT and financial consulting, driven by the belief that optimal solutions arise from a diverse network of experts collaborating across IT, Finance, and business strategy. Our seasoned team remains industry leaders, staying updated on the latest trends. We provide innovative, cutting-edge solutions tailored to clients' needs, drawing from vast industry exposure. Collaborating closely, we craft comprehensive solutions addressing all aspects of business. With a stellar track record and proficiency, we empower clients, from startups to large corporations, to realize their full potential. At PCS Gulf, our unwavering dedication is to deliver tangible results.
 Roles and Responsibilities: <ul>
 <li>Working with all GTDP Project Managers for project Online Financial queries. </li>
 <li>Creating SAP report for Admin. </li>
 <li>Working with Admin and Finance to reconcile Project Financials. </li>
 <li>Managing a centralized tracker for upcoming financial milestone payments. </li>
 <li>Working with admin to post project financials in right category and with right nomenclature. </li>
 <li>Working on expense report from SAP. </li>
</ul> Requirements: 
 <ul>
 <li>Bachelor s degree in computer science, Information Systems, Engineering or other related field equivalent work experience. </li>
 <li>3+ years of admin and financial and Quality Management experience. Excel in Microsoft Excel, previous experience in financial reconciliations. </li>
 <li>Excellent communication and interpersonal skills (oral &amp; written) and ability to deal with different levels of people within the organisation, analysis and synthesis capabilities, financial tracking, Expertise in Microsoft packages, including Project, PowerPoint, Word and Excel </li>
</ul>

Project Financial Analyst

<div>
 At ABB, we help industries outrun - leaner and cleaner. Here, progress is an expectation - for you, your team, and the world. As a global market leader, we&rsquo;ll give you what you need to make it happen. It won&rsquo;t always be easy, growing takes grit. But at ABB, you&rsquo;ll never run alone. Run what runs the world.
 
 
 This Position reports to:
 
 
 EG LVS Controller
 
 
 Your Role: Own the Challenge
 
 
 <ul>
 <li>
 Driving revenues and project cash flow in your assigned project and seeking optimization.
 </li>
 <li>
 Overseeing currency risk in project cash flow and implementing/suggesting appropriate mitigation measures.
 </li>
 <li>
 Supporting in coordinating and preparing project reviews, cost reports, claim management, back-charges, and insurance cases.
 </li>
 <li>
 Assisting the project team in identifying risks and opportunities, and in ensuring adherence to ABB&rsquo;s corporate governance, assurance, internal controls, and business specific finance directives and instructions.
 
 
 </li>
 </ul>
 What it takes to Run what runs the world
 
 
 <ul>
 <li>
 You are highly skilled in financial modeling tools and the electrical engineering sector market, also, you have 2+ years of experience in project accounting and cost control for construction or industrial projects. to work as project controller
 </li>
 <li>
 Highly adept in SAP ERP, Power BI, and advanced Excel for financial planning and project cost analysis
 </li>
 <li>
 Bachelor&rsquo;s degree in accounting and finance with proven experience in project cost analysis.
 </li>
 <li>
 Business-level English proficiency, with experience in preparing professional reports and presentations.
 
 
 </li>
 </ul>
 What's in it for you
 
 
 We want you to bring your full self to work&mdash;your ideas, your energy, your ambition. You&rsquo;ll have the tools and freedom to grow your skills, shape your path, and take on challenges that matter. Here, your work creates impact you can see and feel, every day.
 
 
 We value people from different backgrounds. Could this be your story? Apply today or visit www.abb.com to read more about us and learn about the impact of our solutions across the globe.
</div>

Project Finance Analyst

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