Portfolio Analyst (Tech)
Pacific Western Bank
- Durham, NC
- Permanent
- Full-time
- Conduct financial analysis of credit and collateral of borrowers, with an emphasis on data collection and analysis.
- Validate borrower compliance based on the Loan & Security Agreement.
- Perform financial, operational, valuation, and transactional analyses.
- Assist in underwriting modifications or renewals for borrowers, and help present deals to credit committee.
- Complete borrower risk assessments.
- Maintain data integrity in internal bank systems related to financials or other key information.
- Produce internal deliverables.
- Collaborate with management teams of portfolio companies to understand performance and financial needs.
- Travel to client sites.
- Perform other duties as assigned.
- 1-2 years related experience or public accounting
- Bachelor’s degree in Accounting, Finance, or Economics
- Preferred: Master’s degree or higher
- Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements)
- Ability to multi-task in a fast paced environment
- Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses
- Strong interpersonal, writing and oral communication skills
- Comfortable interacting directly with clients
- Above average knowledge of MS Word and Excel
- “Self-Starter”
- Candidate must have great attention to detail