Portfolio Analyst, Sponsor Finance

Webster Bank; Boston (MA); Hybrid; USD 80,000 - 95,000; Full time

Job summary

A leading commercial bank is seeking a Portfolio Analyst in Boston focused on managing existing borrower portfolios and supporting new deal underwritings. This role combines analytical skills with direct client interaction and offers robust development opportunities in a values-driven culture. Potential candidates should have a solid educational background and ideally possess strong analytical and communication abilities.

Qualifications

• 1-3 years of work experience in an Accounting/Finance/Banking-related position or Masters & 0-2 years.
• Ability to answer unstructured business questions independently.
• Proficient in financial statements.

Responsibilities

• Monitor financial performance of existing borrowers and ensure compliance.
• Support new deal underwritings and prepare credit approval memos.
• Engage with clients and maintain credit files.

Skills

Analytical skills

Communication skills

Teamwork

Education

BS/BA in Business, Finance, Accounting, Economics

Tools

Microsoft Office

Job description

Portfolio Analyst, Sponsor Finance page is loaded

Portfolio Analyst, Sponsor Finance

Apply locations MA Boston time type Full time posted on Posted 30+ Days Ago job requisition id R25_0000000368

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!

Major Duties & Responsibilities

Portfolio Management for ~15 Existing Borrowers:

• Monitor a borrower's financial performance trends and liquidity via the review and entry of monthly, quarterly, and annual financial statements into the bank’s internal portfolio management software
• Review quarterly compliance certificates to ensure accuracy and completion
• Engage with borrowers’ CFOs (or similar position) to get more qualitative updates on performance
• Listen to annual or other interim lender update calls and ask questions, when appropriate
• Maintain borrower credit files
• Ensure appropriate borrower risk rating
• Prepare internal quarterly, semi-annual and/or annual review memos
• Present internal portfolio review memos to senior credit executives at semi-annual review meetings
• Work with the underwriting deal team to execute all amendments/waivers for existing borrowers

New Deal Underwritings:

• Shadow deal teams on new deal underwritings taking detailed notes on all diligence calls and in meeting
• Provide support when appropriate, including preparation of credit approval memos and modeling financial performance
• Become familiar with related deal credit documentation

Qualifications

You have:

• A BS/BA, preferably in Business, Finance, Accounting, Economics, or a related business field
• 1-3 years of work experience in an Accounting/Finance/Banking-related position (or Masters & 0-2 years)
• The ability to answer unstructured business questions and work independently to drive tasks to completion
• Strong analytical skills and proficiency with financial statements
• Ability to work well with others and on teams
• Ability to work in a fast-paced environment
• Superior written and verbal communication skills
• Proficient in Microsoft Office, including Word, Excel and PowerPoint

Even better:

• T&I industry experience at an investment bank or other institution
• Received or is in the process of achieving either the CFA or CPA professional certifications
• Experience working on leveraged loan transactions
• Financial modeling experience
• Graduate of a formalized credit training program

The estimated salary range for this position is $80,000 USD to $95,000 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.

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Being passionate about making a difference in people's lives is what working at Webster is all about. Since our founding in 1935, we've maintained a values-guided culture. Whether it’s helping someone buy their first home or build a business, you’ll be part of a caring team that goes above and beyond for our customers, communities and each other.

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