Portfolio Analyst, Public Sector Finance

Posted 4 Days Ago
Be an Early Applicant
2 Locations
70K-75K Annually
Junior
Fintech • Consulting • Financial Services
The Role
The Portfolio Analyst supports the management of the public sector finance portfolio through data entry, credit risk analysis, due diligence, and client requests.
Summary Generated by Built In

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.  

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

The Portfolio Analyst role within the Public Sector Finance (PSF) group. Candidate shall work closely with the portfolio management team to ensure the ongoing monitoring and integrity of the portfolio, including but not limited to data entry and analysis, underwriting and credit risk analysis, compliance and ad hoc reporting, and routine due diligence pertaining to prospective and existing loan transactions.

Additionally, the candidate shall work alongside outside legal counsel and internal partners conducting all necessary due diligence items during the loan booking process, as well as post-closing. Candidate will also be expected to assist with routine inbound and outbound client requests and special assigned projects.

Responsibilities:

• Partner closely with PSF portfolio management team to actively manage and maintain integrity of portfolio. Responsibilities include, but are not limited to, data entry and credit risk analysis of prospective and existing clients, routine due diligence and portfolio reporting, and general ongoing portfolio monitoring.

• Work alongside outside legal counsel and internal partners conducting all necessary due diligence items during the loan booking process, as well as post-closing.

• Assist with routine inbound and outbound client requests.

• Special assigned projects and ad hoc reporting.

 

Education, Experience & Skills:

• Bachelor’s degree required

• 2+ years of experience

• Proficiency with Microsoft Excel

• Strong writing and communication skills

• Excellent interpersonal, team orientation, and organizational skills

The estimated salary range for this position is $70,000 USD to $75,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Top Skills

Excel
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The Company
HQ: Stamford, CT
4,708 Employees
On-site Workplace
Year Founded: 1935

What We Do

Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions.

Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

© 2021 Webster Financial Corporation. All rights reserved.
Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.

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