Credit Analyst - Portfolio Manager
The Credit Analyst - Portfolio Manager supports the Corporate Specialty and Government Credit Products team by performing credit and market analysis, underwriting commercial loans, and managing portfolio monitoring activities. This entry-level role involves financial modeling, risk rating, and industry research to assess client creditworthiness, collaborating with internal partners to support portfolio management. It offers developmental opportunities for careers in portfolio management, relationship management, credit, and capital markets within Confidential Client.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Position overview
Confidential Client is seeking an entry-level Credit Analyst - Portfolio Manager to support a Corporate Specialty and Government Credit Products portfolio. This is a developmental role focused on portfolio monitoring, underwriting support, financial analysis and industry research. The role offers structured on-the-job training, exposure to cross-functional partners, and clear career paths into portfolio management, relationship management, credit, or capital markets.
What you’ll do
- Gather and analyze financial and business information to assess creditworthiness for loans and credit products
- Prepare financial spreads, risk ratings, performance tear sheets, and portfolio monitoring materials
- Support underwriting of commercial loans per internal credit policies, including financial statement and collateral analysis
- Build and maintain financial models and cash-flow analyses to evaluate capitalization and repayment capacity
- Conduct industry and market research; synthesize findings into concise summaries for leadership and relationship managers
- Collaborate with Relationship Management, Credit Administration, Capital Markets and other internal partners
- Perform other portfolio management and reporting duties as assigned
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field required
- Experience in underwriting or commercial banking preferred (entry-level candidates with relevant internships considered)
- FINRA Series 79 and 63 (or required combination); must be obtained within 4 months of hire if not already held
- Strong financial statement analysis and financial modeling skills
- Ability to distill complex analysis into concise written and verbal summaries
- Detail-oriented, organized, and able to manage multiple assignments and competing deadlines
- Authorized to work in the United States full-time; Confidential Client will not sponsor work visas for this position
Work arrangement & compensation
- Workplace type: Telecommute / Remote (role supports remote work with periodic office collaboration)
- Employment type: Full-time, exempt
- Reported/estimated salary (from source): $112,365 per year (estimate)
Why applicants choose this role
- Structured development path into portfolio management and related commercial roles
- Hands-on exposure to underwriting, portfolio monitoring, and cross-functional credit teams
- Opportunity to build technical skills (modeling, credit analysis) with mentorship and on-the-job training
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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