Portfolio Analyst

Dext Capital LLC • Lake Oswego, OR

5h

About The Position

Job Duties/Responsibilities:
Monitor portfolio performance metrics including delinquency, default trends, concentration risk, and exposure limits
Conduct ongoing risk assessments to identify early warning indicators
Develop and execute action plans to mitigate credit and operational risk
Review financial statements and borrower performance to assess ongoing creditworthiness
Recommend risk rating adjustments as appropriate
Partner with Sales, Credit and Operations, and Asset Management to ensure alignment on portfolio strategy
Participate in credit committee discussions as needed
Prepare portfolio performance reports for senior leadership
Maintain documentation in accordance with company policy and audit standards

Characteristics:
Strategic thinking with a forward looking perspective
Strong communication and stakeholder management skills
High level of accountability and ownership

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field
• Minimum of 3 years Demonstrated experience managing credit or operational risk within a financial portfolio
• Strong financial statement analysis skills
• Proficiency in Excel and financial modeling tools
• Ability to synthesize complex data and communicate risk clearly to stakeholders
• Familiarity with risk rating methodologies

Responsibilities

• Monitor portfolio performance metrics including delinquency, default trends, concentration risk, and exposure limits
• Conduct ongoing risk assessments to identify early warning indicators
• Develop and execute action plans to mitigate credit and operational risk
• Review financial statements and borrower performance to assess ongoing creditworthiness
• Recommend risk rating adjustments as appropriate
• Partner with Sales, Credit and Operations, and Asset Management to ensure alignment on portfolio strategy
• Participate in credit committee discussions as needed
• Prepare portfolio performance reports for senior leadership
• Maintain documentation in accordance with company policy and audit standards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees