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.

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What You’ll Do

The Portfolio Manager Analyst - Energy will support the Credit Products & Portfolio Management function for our confidential client’s commercial portfolio. This entry-level, developmental role focuses on credit and market analysis for energy-related commercial lending and portfolio oversight.

• Gather and analyze financial and business information to assess creditworthiness for loans and credit products.
• Complete financial spreads, risk ratings, performance tear-sheets, compliance testing, and other portfolio monitoring tasks.
• Underwrite commercial loans following credit policy, including financial statement analysis, collateral review, cash-flow modeling, capitalization analysis, and risk assessment.
• Conduct industry and market research, distill themes and conclusions, and prepare concise summaries for internal stakeholders.
• Collaborate with Relationship Management, Credit Administration, Capital Markets and other internal partners to support underwriting and portfolio strategy.
• Perform other duties as assigned to support portfolio health and credit governance.

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Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or a related field.
• Experience in underwriting or a commercial banking environment (internship or entry-level acceptable).
• Strong analytical ability and attention to detail.
• Proficiency in Microsoft Excel; comfortable building and reviewing financial models.
• Clear written and verbal communication skills for presenting analysis to internal stakeholders.

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Preferred Qualifications

• Prior exposure to energy-sector credits, project finance, or commodity-linked businesses.
• Familiarity with risk-rating frameworks and portfolio monitoring tools.
• Interest in a career path toward Portfolio Management, Relationship Management, Credit or Capital Markets.

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Compensation & Benefits

• Estimated salary: $93,851 per year (estimated).
• Full-time, exempt position.
• Benefits and total compensation details will be provided by the hiring team during the interview process.

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Location & Work Arrangement

• Primary location: Houston, TX.
• This role is posted as TELECOMMUTE / Remote with a hybrid/flexible approach; the team may request occasional in-office collaboration.
• Applicants must be authorized to work in the United States without current or future employer-sponsored immigration support. Our client will not sponsor applicants for immigration benefits for this position.

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Additional Information

• Employment Type: Full-time.
• This posting is for a confidential client in the Accounting & Finance industry.
• Reasonable accommodations are available upon request for applicants with disabilities during the application and hiring process.

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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.