Portfolio Analyst
1 month ago
Our client, a specialty real estate firm in Alexandria, VA is currently seeking a Portfolio Analyst to join their growing team. The incumbent will work closely with the team to manage a portfolio of asset based revolving lines of credit and real estate term loans.
Details
- Interact with clients
- Respond to client requests
- Analyze financial statements
- Monitor financial reports
- Perform daily account maintenance
Qualifications
- Bachelor’s Degree in Finance or Accounting
- Excellent Microsoft Excel skills
- VBA experience preferred
- In office three days a week
- Industry knowledge
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Alexandria, United States Veritas Partners Full timeOur client, a specialty real estate firm in Alexandria, VA is currently seeking a Portfolio Analyst to join their growing team. The incumbent will work closely with the team to manage a portfolio of asset based revolving lines of credit and real estate term loans. Details Interact with clients Respond to client requests Analyze financial statements Monitor...
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