Portfolio Analyst

1 month ago


Alexandria, United States Veritas Partners Full time

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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