Portfolio Analysis Jobs

BMO is seeking an experienced VP, Commercial Senior Relationship Manager to grow and manage Emerging Middle Market client relationships through strategic deal structuring, credit management, and cross-selling in the Minneapolis market.

Raymond James is hiring an Investment Portfolio Associate in New York to support advisors with portfolio analytics, research, financial modeling, and client presentations.

Pathward is hiring a temporary Account Executive Advisor to remotely manage and optimize a portfolio of factoring and asset-based lending client relationships while ensuring risk, compliance, and profitability targets are met.

A community bank in Elmhurst, IL seeks an experienced commercial lender to originate and manage C&I and CRE loans, offering up to $145K plus bonus and a strong benefits package.

Lead trade-marketing execution for a major CPG Sweet Portfolio in a remote Manager, Trade Marketing role focused on distribution, shelving, merchandising and pricing to grow category share.

Senior private credit professional needed to lead transaction execution and portfolio oversight for a global investment manager’s AB-PCI NAV Lending platform in Austin.

Blackstone Operating Team is hiring an Associate to drive cross-portfolio commercial synergies through financial modeling, business development, and executive-level engagement.

BMO Financial Group is hiring an experienced Senior Private Banker in Chicago to lead relationship management and business development for law firm and professional services clients, delivering customized credit and wealth solutions.

Experienced commercial banking relationship leader needed to manage and grow Emerging Middle Market client portfolios, structure complex deals, secure credit approvals, and drive revenue for BMO in Reno, NV.

Lead site fundraising and donor relations as the Senior Director of Development for College Possible’s Portland site, driving revenue, stewarding key partners, and managing the external relations team.

Lead the strategic vision and commercial execution for McGraw Hill’s Quantitative Business portfolios, driving growth, innovation, and cross-functional collaboration across content, platform, and services.

Lead strategic client relationships at a fast-growing FinTech, driving retention, expansion, and product adoption across executive stakeholders.

Lead and grow BMO’s Emerging Middle Market portfolio in Sherman Oaks by originating business, structuring complex commercial deals, and managing strategic client relationships.

Experienced commercial banking professional sought to build and manage high-value Emerging Middle Market relationships, drive revenue, and structure complex credit solutions at BMO in Seattle.

Experienced equipment finance leader wanted to originate and manage strategic vendor/manufacturer partnerships and drive volume and profitability for Flagstar Financial & Leasing.

WSFS Bank is hiring a Senior Commercial Real Estate Relationship Manager to oversee and expand CRE developer and holding company portfolios while partnering with credit teams to structure and manage loans.

Wintrust is hiring a Middle Market Commercial Banker II in Lake Forest to manage and grow commercial relationships, originate loans, and drive business development for middle-market clients.

WGU is hiring a Business Process Engineer to drive process optimization and continuous improvement across institutional operations to support strategic initiatives and improve student outcomes.

Lead strategic commercial client relationships for BMO in the Lake Oswego area, structuring complex deals and driving portfolio growth and profitability.

Lead credit and relationship management for a portfolio of asset-based lending relationships at Flagstar Bank, focusing on collateral performance, risk assessment, and client service.

MUFG is hiring a Credit Risk Analyst in CPM to monitor portfolio credit quality, recommend exposure management, and support reporting and hedging activities for the Americas region.

Lead institutional client acquisition and relationship management for a financial services firm, promoting asset management solutions and driving revenue growth in a remote capacity.

Senior Relationship Manager needed to lead client origination and portfolio growth for BMO’s Emerging Middle Market in Newport Beach, structuring complex transactions and deepening client relationships.

Experienced commercial banking relationship leader needed to lead deal structuring, manage Emerging Middle Market client portfolios, and drive revenue and cross-sell growth for BMO in Newport Beach.

Lead credit analysis and portfolio stewardship for commercial relationships to drive growth, ensure compliance, and strengthen client relationships at Associated Bank.

Lead commercial lending and strategic client engagement for BMO's Emerging Middle Market in Indianapolis, structuring complex deals and growing a high-value portfolio.

Flagstar Bank seeks a senior Commercial Real Estate Relationship Manager Team Lead to originate high-impact CRE loans, lead a high-performing origination team, and scale the bank's CRE platform in New York.

Experian is hiring a Product Operations Director to build and run scalable processes, tools, and governance that enable data-driven product planning and seamless cross-functional execution for its Automotive product teams.

WGU is hiring a Program Portfolio Manager to lead strategic, data-informed projects that enhance the student experience across the College of Education (remote, based in Salt Lake City).

Experienced commercial banker needed to manage and grow a middle-market and nonprofit portfolio through credit analysis, tailored lending solutions, and strong client relationships in a hybrid setting.

At Forward Financing, the Senior Analyst, Portfolio Strategy will analyze pricing, credit, and portfolio performance to shape strategic initiatives and drive profitable growth.

Lead strategic workstreams within Pfizer’s Strategy & Consulting team to develop and execute high-impact commercial and corporate/R&D strategies for senior leadership.

Experienced business lender needed to manage and grow an existing Business Banking loan portfolio by delivering consultative relationship management, credit oversight, and cross-selling of bank products for WSFS Bank.