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senior portfolio analyst

Wells Fargo

<div>The Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com. 
 
 
 
About this role: 
 
Wells Fargo is seeking an Analyst to support the Portfolio Strategy &amp; Credit Administration and Capital Optimization &amp; Returns teams within the Corporate &amp; Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials. 
 
This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns. 
 
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy. 
 
In this role, you will support: 
 
Capital Optimization
<ul><li>Assist in evaluating return on capital for new and existing transactions</li><li>
Utilize profitability and pricing tools to assess capital efficiency</li><li>
Support efforts that improve capital deployment, enhance return frameworks, and strengthen data quality</li></ul> 

Portfolio Strategy &amp; Credit Administration
<ul><li>Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes</li><li>
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines</li><li>
Support review and control processes for the CIB-Banking portfolio</li></ul> 

Analytics, Reporting &amp; Presentation
<ul><li>Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality</li><li>
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management</li><li>
Support production of polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums</li><li>
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes</li></ul> 

Cross-Functional Collaboration<ul><li>
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews</li><li>
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure</li></ul>
Required Qualifications:
<ul><li>6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:
<ul><li>Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts</li><li>
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks</li><li>
Experience working with large datasets or reporting/BI tools</li><li>
Interest in developing expertise in capital optimization, portfolio strategy, and credit risk</li><li>
Advanced Excel skills (modeling, financial calculations, data analysis)</li><li>
Advanced PowerPoint skills with the ability to produce executive-ready presentations</li><li>
Strong analytical and problem-solving skills</li><li>
Familiarity with AI prompting techniques</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Ability to effectively interact with senior leaders and cross-functional partners</li><li>
Ability to work independently, manage multiple priorities, and collaborate across teams</li><li>
Strong organization and prioritization skills with ability to meet deliverables in a fast-paced, deadline driven environment</li></ul>
Job Expectations:<ul><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Visa sponsorship is not available</li><li>
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul>
Posting Locations: 
 
Charlotte, NC: 550 S Tryon 
New York, NY: 30 Hudson Yards 
 
Base Salary NC and NY: 
 
Base pay range: $100,000-110,000 
 
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. 
$90,000.00 - $150,000.00 
Benefits
 
 
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
16 Apr 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

Ullico Inc.

<div>
 Ullico, Inc., one of the nation&rsquo;s largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4billion portfolio. Ullico&rsquo;s Real Estate Investment Group offers construction and permanent debt financing for commercial real estate. This position reports to the Regional Vice President and is located in our New York City, NY office.
 
 
 
 Job Duties
 
 
 
 <ul>
 <li>
 Maintain overall statistics and financial performance analysis for the mortgage portfolio. Summarize and analyze reports for mortgage loans to include, but not limited to: analyzing operating statements on properties, obtaining financial background on properties, annual reviews, and project variance reports. Prepare quarterly portfolio statistics detailing geographic and product concentrations. Evaluate and recommend changes to reports to provide efficient and applicable information to management.
 </li>
 <li>
 Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, business operations "driver" analysis (critical success factors) and analysis of comparative performance with other companies in industry.
 </li>
 <li>
 Assist, coordinate and prepare financial projections for real estate and mortgage portfolio as required for internal reporting and external filing for both statutory and GAAP, as applicable.
 </li>
 <li>
 Assist in oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to.
 </li>
 <li>
 Prepare, secure approval and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics and General Account Valuation.
 </li>
 <li>
 Monitor individual asset reports due to VP from Regional Managers such as Construction Status reports, Multi-Family Sales Status reports and Watch List reports. Prepare and submit to SVP for review and approval the same reports, when applicable, for House Accounts.
 </li>
 <li>
 Undertake ad hoc project and reports. Assist SVP/VP in the preparation of internal and external presentations.
 
 
 </li>
 </ul>
 
 Minimum Qualifications
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Economics, or a related field.
 </li>
 <li>
 3 to 5 years of experience in commercial real estate loan underwriting, including financial/credit analysis, discounted cash flow (DCF), and net present value (NPV) modeling
 </li>
 <li>
 Intermediate to advanced proficiency in Excel, SQL, VBA, and ARGUS financial modeling.
 </li>
 <li>
 Strong analytical, communication, and presentation skills for interaction with internal senior management and external business leaders.
 </li>
 <li>
 Must complete a financial modeling exercise.
 
 
 </li>
 </ul>
 $128,000 - $164,500 a year
 
 
 
 Salary Range:
 
 
 $128,000 - $164,500
 
 (depending on relevant experience, skills, and credentials). This position is eligible to participate in Ullico Inc.&rsquo;s (&ldquo;Ullico&rdquo;) annual incentive compensation program. An incentive award is contingent upon Ullico meeting financial goals set by the Ullico Board of Directors and your individual performance. The elements of the program, including eligibility, the range of potential incentive compensation, and the factors that determine the payment, will be shared with you after you become employed.
 
 
 For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit www.ullico.com .
 
 
 We offer a competitive starting salary and an outstanding benefits package including:
 
 
 <ul>
 <li>
 Health/Dental/Vision
 </li>
 <li>
 Pension
 </li>
 <li>
 401K
 </li>
 <li>
 Health Savings Account
 </li>
 <li>
 Life Insurance
 </li>
 <li>
 Paid Time Off
 
 
 </li>
 </ul>
 Ullico is an Equal Opportunity Employer. This organization participates in E-Verify.
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Sr. Portfolio Analyst

Sumitomo Group

<div>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. 
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. 
The anticipated salary range for this role is between $110,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.<div><div><div><h2 class="jobSectionHeader">
Role Description</h2></div><div>
SMBC is hiring an Analyst or Associate within Credit Portfolio Management. This position is responsible for supporting the portfolio management function for mid-market and large cap borrowers that are Private Equity backed Leveraged loans with below investment grade credit ratings. This role is responsible for contributing to credit monitoring activities as well as new business underwriting from within the portfolio (upsizes, M&amp;A add-ons, refinances, extensions, etc.). The position will interact with senior members of SMBC management including credit and risk professionals, and is responsible for supporting relationship management with borrowers as well as with Private Equity Sponsors in connection with SMBC sponsor coverage.</div></div><div><div><h2 class="jobSectionHeader">
Role Objectives</h2></div><div><ul><li>
Assist in Underwriting increases to total facility, M&amp;A transactions, dividends, refinancing and re-pricing transactions that arise from existing portfolio</li><li>
Prepare credit applications and amendments</li><li>
Prepare credit analysis for quarterly and annual reviews</li><li>
Assist Head of Portfolio Management in various reporting and presentations to senior management as well as support the overall monitoring and management of the portfolio</li><li>
Prepare financial projection models including Base Case and development of Downside Case scenario</li><li>
Review of projections and budget achievement</li><li>
Utilize various IT systems including customer setup, compliance and portfolio management systems</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div><ul><li>
Minimum of 1 year of credit and lending background preferred</li><li>
Good accounting and financial analysis skills</li><li>
Experience in review and interpretation of historical and projected statements</li><li>
Strong credit background with the ability to independently evaluate capital structures, leverage, cash flows, repayment capacity, industry trends, competitive landscape, and customer issues as well as other risks and mitigants</li><li>
Exposure to bank regulatory policies and reviews</li><li>
Knowledge of bank grading systems</li><li>
Strong communication skills and team orientation</li></ul></div></div></div>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. 
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</div>

Credit Portfolio Management, Analyst/Associate

Social Capital Resources

<div>
 
 
 Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting &amp; Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position!
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio
 </li>
 <li>
 Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence
 </li>
 <li>
 Ensuring compliance, risk management, and internal controls
 </li>
 <li>
 Perform Know Your Customer (KYC) due diligence in compliance with bank requirements
 </li>
 <li>
 Function as a deal-closing coordinator and prepare necessary paperwork
 </li>
 <li>
 Assist relationship managers in credit analysis tasks
 </li>
 <li>
 Prepare KYC reviews and reports
 </li>
 <li>
 Assist portfolio manager in portfolio-level monitoring
 </li>
 <li>
 Assisting with Post Disbursement Management
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree
 </li>
 <li>
 Strong credit, financial analysis, quantitative, and analytical skills
 </li>
 <li>
 Experience in credit reasoning, credit writing, and financial modeling
 </li>
 <li>
 Experience in KYC due diligence and banking operations
 </li>
 <li>
 Prior banking experience, ideally in a commercial bank
 </li>
 <li>
 1-5 years experience with Project Finance
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 </ul>
</div>

Underwriting & Portfolio Analyst (Project Finance)

MUFG

<div>Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world&rsquo;s leading financial groups. Across the globe, we&rsquo;re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world&rsquo;s most trusted financial group, it&rsquo;s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
The incumbent will be a corporate finance professional, supporting corporate coverage across an industry vertical lending business. A critical function of the role is to assess risk factors associated with a credit profile to determine an appropriate risk rating and credit hold level based on established policies and guidelines. Responsibilities will include, without limitation, supporting the active credit management of a designated client portfolio, utilizing sound analytical and credit validation skills. The incumbent will provide continuous oversight of designated client portfolio names, monitoring for changes in the respective credit profiles (i.e. potential upgrading, downgrading, and credit deterioration) with the goal of maximizing net income and reducing associated credit costs.
Responsibilities:
<ul><li>Support the management of a commercial loan portfolio within a segment of an industry vertical</li><li>
Perform due diligence and regularly scheduled evaluations of their assigned loan portfolio, which is subject to change relative to the client portfolio</li><li>
Support the preparation of detailed credit analyses and required credit applications in accordance with and pursuant to policy, including the evaluation of corporate, regulatory and industry risk, historical operating performance, projected operating performance and capital structure</li><li>
Ensure timely coordination and communication of account information across various constituencies throughout the organization</li><li>
Maintain a thorough understanding of macro-level country/risk factors</li><li>
Maintain current knowledge of relevant industries, including all current events pertaining to an assigned portfolio utilizing internal and external sources</li><li>
For assigned accounts, provide oversight of covenant compliance, facility closing due diligence, legal documentation and ongoing monitoring of credit conditions, if any</li><li>
Attend RM customer meetings as appropriate</li><li>
Special projects as assigned</li></ul>
Advanced Credit/Underwriting Solutions:<ul><li>
Work within a deal team environment supporting Senior Portfolio Managers in the development and analysis of financing structures/strategies to support/identify LBO, M &amp; A and Corporate re-capitalization opportunities</li><li>
Pre-screen proposed transactions to identify critical structural issues and risks, balancing institutional policy with business development needs</li><li>
Work on structured credit transactions (including Financial Solution opportunities, securitizations, supply chain, specialized leasing transactions, and up-tier proposals)</li><li>
Understand and maintain base industry knowledge of industries represented in the portfolio, including technical aspects, regulatory issues and unique credit product activity</li><li>
Participate in client and bank meetings as necessary</li></ul>
Policy and Deal Advocacy:
<ul><li>Support Senior Portfolio Managers in communicating and/or negotiating with CDA for transaction approval, including final hold level strategies to ensure alignment of risk strategy and policy</li><li>
Evaluate and establish appropriate ratings for transactions and correlate appropriate exposure levels at both the transaction and group level</li><li>
Ensure compliance with policy and regulatory requirements</li></ul>
Skills and Experience:<ul><li>
1-2 years of substantive portfolio management, corporate credit, and/or other similar experience with an emphasis on credit and analytical experience</li><li>
Completion of a formal credit-training program at a money center bank is preferred</li><li>
Bachelor&rsquo;s degree in Finance, Mathematics, or related discipline CFA is an asset</li><li>
Able to work independently and under pressure</li><li>
Strong written, verbal and interpersonal skills</li><li>
Strong analytical, financial, and balanced decision-making skills</li><li>
Advanced financial modeling skills are required, including those required for credit applications and Quarterly Credit Watch presentations</li></ul>
The typical base pay range for this role is between $100K-$110K depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual&rsquo;s associates or relatives that is protected under applicable federal, state, or local law.</div>

Analyst, Portfolio Management Group - Diversified Industrials - Global Corporate & Investment Bank

Madison Energy Infrastructure

<div>
 
 The Role
 
 
 
 Madison Energy is seeking an Analyst or Senior Analyst to join our Commercial Analysis team, supporting investment decisions, financial modeling, and commercial strategy across our renewable energy portfolio. The appropriate level will be determined based on the candidate's experience and background.
 
 
 The Analyst / Senior Analyst will work closely with business development, investment, and operations teams to evaluate market opportunities, assess risk, and translate complex analysis into clear, actionable recommendations. This role is well-suited for someone who is highly analytical, detail-oriented, and eager to contribute to disciplined capital deployment in the growing renewable energy sector.
 
 
 
 Responsibilities
 
 
 
 
 Investment &amp; Market Analysis
 
 
 
 <ul>
 <li>
 Evaluate investment opportunities across renewable energy assets, including solar, wind, and energy storage
 </li>
 <li>
 Track and evaluate market rule changes, regulatory developments, and policy updates that impact project economics and investment strategy
 
 
 </li>
 </ul>
 
 Commercial &amp; Financial Modeling
 
 
 
 <ul>
 <li>
 Build, maintain, and refine financial models for renewable generation, standalone storage, and hybrid projects
 </li>
 <li>
 Support investment underwriting, project valuation, and scenario analysis using market forecasts and key commercial assumptions
 </li>
 <li>
 Perform sensitivity analyses on pricing, revenue, and cost assumptions to inform capital deployment decisions
 
 
 </li>
 </ul>
 
 Strategy &amp; Deal Support
 
 
 
 <ul>
 <li>
 Assist with diligence for project acquisitions and new development opportunities
 </li>
 <li>
 Support commercial strategy related to offtake structures, market participation, and risk management
 </li>
 <li>
 Partner with internal teams to align market and financial insights with project design, siting, and execution decisions
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Required
 
 
 
 <ul>
 <li>
 Bachelor's degree in economics, engineering, finance, mathematics, or a related quantitative field
 </li>
 <li>
 Analyst: 0&ndash;2 years of relevant experience in renewable energy, investment analysis, financial modeling, energy consulting, or a related field
 </li>
 <li>
 Senior Analyst: 2+ years of relevant experience in renewable energy, investment analysis, financial modeling, energy consulting, or a related field
 </li>
 <li>
 Strong financial modeling skills and comfort working with large datasets
 </li>
 <li>
 Advanced Excel skills; experience with Python, R, SQL, or similar analytical tools preferred
 </li>
 <li>
 Ability to synthesize complex analysis into clear, decision-oriented recommendations
 
 
 </li>
 </ul>
 
 Preferred
 
 
 
 <ul>
 <li>
 Experience with or exposure to renewable energy transactions, offtake agreements, or project finance
 </li>
 <li>
 Familiarity with U.S. wholesale electricity markets and ISO/RTO market structures
 </li>
 <li>
 Experience with market forecasting tools or vendors (e.g., Aurora, PLEXOS, Enverus, Wood Mackenzie)
 
 
 </li>
 </ul>
 
 What We Value
 
 
 
 <ul>
 <li>
 Intellectual rigor and attention to detail
 </li>
 <li>
 Ownership mentality and accountability
 </li>
 <li>
 Collaborative, cross-functional mindset
 </li>
 <li>
 Comfort operating in evolving and imperfect market environments
 </li>
 <li>
 Genuine interest in renewable energy and its role in the energy transition
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 PTO and company holidays
 </li>
 <li>
 Medical, dental, vision
 </li>
 <li>
 Employer-paid short-term disability, long-term disability, life insurance
 </li>
 <li>
 401(k) and company match
 </li>
 <li>
 Professional development stipend
 </li>
 <li>
 Strong culture of collaboration, performance, and personal growth
 
 
 </li>
 </ul>
 $90,000 - $120,000 a year
 
 
 
 The actual salary offered may vary depending on job-related factors including, but not limited to knowledge, skills, experience and location.
 
 
 
 How We Work
 
 
 At Madison Energy Infrastructure, we believe in the power of clean energy infrastructure to drive real impact&mdash;for our customers, our partners, and the communities we serve. We&rsquo;ve quickly emerged as a preeminent developer, investor, and operator of distributed generation, helping organizations across sectors meet their energy goals with certainty, speed, and trust. Our robust portfolio consists of over half a gigawatt of clean energy infrastructure projects across more than 25 states.
 
 
 We&rsquo;re building a team that thrives on ownership and ambition. As we expand into direct, end-to-end services for Fortune 500 companies, public entities, and nonprofits alike, we rely on collaborative thinkers who bring structure to complexity, energy to execution, and curiosity to every challenge.
 
 
 Our environment is fast-paced and outcome-oriented&mdash;but grounded in the belief that how we work together matters as much as what we deliver. If you&rsquo;re excited to shape the future of clean energy and be part of a high-performance, high-integrity team, we&rsquo;d love to meet you.
 
 
 
 Madison Energy Infrastructure is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
 
</div>

Analyst/Senior Analyst, Commercial Analysis

United Jewish Appeal-Fed of Jewish

<div>The Director, Enterprise Applications leads strategy, delivery, and ongoing optimization of the organization&rsquo;s enterprise application portfolio within the Technology and Digital Solutions Division (TDS). This portfolio includes key platforms supporting our core fundraising and grantmaking processes as well as support for critical internal areas including Accounting &amp; Finance and People &amp; Culture (HR). UJA&rsquo;s key platforms include Salesforce, NetSuite, UKG, and related systems. The role manages a team of business analysts and project managers while serving as a senior, hands-on analyst for complex, high-impact initiatives. The director partners with business leadership to deliver scalable, efficient solutions that support operational and strategic priorities.

Major Responsibilities:

Measures of Success
<ul>
<li>An Applications roadmap is delivered with clear prioritization, transparent governance, and strong alignment to business outcomes.</li>
<li>Core platforms (e.g., Salesforce, NetSuite, UKG) are stable, well-adopted, and continuously improved based on user feedback and performance data.</li>
<li>High-quality requirements and solution designs reduce rework and improve delivery predictability.</li>
<li>Stakeholders receive proactive communication on priorities, risks, timelines, and outcomes.</li>
<li>Team members are supported through coaching, standards, and clear expectations, improving consistency, and throughput.</li>
</ul>
Application Strategy &amp; Governance
<ul>
<li>Define and execute TDS&rsquo;s roadmap, with emphasis on core SaaS platforms and other key business systems.
</li><li>Own application portfolio governance, including intake, prioritization, release planning, and vendor partnership oversight.
</li><li>Align technology solutions with business priorities, driving process improvement, automation, and system scalability.
</li><li>Establish governance, standards, and best practices across applications and delivery processes.
</li></ul>Senior Business Analysis (Hands-On)
<ul>
<li>Lead discovery sessions and translate business needs into clear functional requirements, user stories, and process flows.
</li><li>Act as lead analyst on complex initiatives, particularly Salesforce-related projects and enhancements.
</li><li>Review and validate team deliverables to ensure consistency, quality, and alignment with business goals.
</li><li>Partner with developers on solution design and support testing strategy, UAT, and implementation.
</li></ul>Team Leadership
<ul>
<li>Manage and mentor a team of business analysts and project managers, providing direction on analysis, documentation, and stakeholder engagement.
</li><li>Allocate resources across project work and production support.
</li><li>Drive adoption of best practices in business analysis, QA, and delivery.
</li></ul>Project Delivery
<ul>
<li>Oversee end-to-end delivery of application initiatives from discovery through deployment.
</li><li>Ensure structured execution across requirements, testing, change management, and release processes.
</li><li>Collaborate with internal teams and vendors to deliver solutions on time and within scope.
</li><li>Serve as the primary liaison between IT and business units.
</li><li>Facilitate cross-functional discussions and communicate priorities, risks, and outcomes to stakeholders and leadership.</li>
</ul>
System Optimization &amp; Support
<ul>
<li>Oversee ongoing management and enhancement of Salesforce and related systems.
</li><li>Ensure data integrity, system adoption, and continuous improvement across platforms.
</li></ul>Qualifications and Competencies:
<ul>
<li>Bachelor's degree in Information Systems, Business Administration, Computer Science, or related field.
</li><li>8&ndash;10+ years in enterprise applications, business systems, or IT delivery roles.
</li><li>3&ndash;5+ years managing or mentoring Business Analysts.
</li><li>Strong hands-on Business Analyst experience, including requirements gathering, process mapping, and solution design.
</li><li>Demonstrated experience with Salesforce, including enhancements, stakeholder engagement, and system optimization.
</li><li>Proven ability to lead complex, cross-functional initiatives.
</li><li>Expertise in business analysis and project management methodologies, and best practices.
</li><li>Experience implementing and administering Salesforce and integrated system environments.
</li><li>Excellent communication and stakeholder management skills.
</li><li>Ability to operate effectively in a player-coach capacity.
</li><li>Experience with Agile or hybrid delivery models.
</li><li>Salesforce certifications (e.g., Administrator, Business Analyst).
</li><li>Experience in nonprofit or mission-driven organizations.
</li><li>Experience incorporating AI into day-to-day activities related to the SDLC</li>
<li>Background in process improvement and change management.
</li><li>Familiarity with nonprofit fund accounting and/or grantmaking is a plus.
</li><li>Familiarity with NetSuite, particularly financial modules and basic administration.
</li></ul>Reports To: Chief Information Officer

Salary Range: $150,000 &ndash; $160,000, commensurate with experience and qualifications listed above.</div>

Director, Enterprise Applications

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