Investment Portfolio Analyst

2 weeks ago


New York, New York, United States Social Capital Resources Full time

Social Capital Resources is looking for an Investment Portfolio Analyst for a permanent role.

Key Responsibilities:

  • Oversee the continuous management and upkeep of the organization's Lending Portfolio, ensuring adherence to all relevant policies and preparing necessary procedures related to Portfolio Management and Credit Administration.
  • Establish and nurture relationships with borrowers, conducting regular assessments of loan performance.
  • Draft financial request letters to be sent to borrowers, soliciting updated financial data, and ensure follow-up communication to gather responses.
  • Conduct credit evaluations, which may be required on a quarterly, semi-annual, or annual basis, based on the assessed risk associated with the credit facility.
  • Prepare or coordinate comprehensive credit reports (which may be needed monthly), including but not limited to, Asset Quality assessments, Legal Lending Limit documentation, Annual Reviews, Portfolio Stress Testing models, Construction Tracking, Post-Closing Tracking, Market and Industry Trend analysis, HVCRE, Concentration, Non-Performing, Workout, and Impairment evaluations.

Qualifications:

  • Bachelor's Degree in a relevant field.
  • A minimum of 3 years of experience in Portfolio Management within a community or commercial banking environment.
  • Formal credit training obtained at a commercial or community bank.
  • Proficient in loan, legal, and collateral documentation.


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