Portfolio Management Analyst

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Assist with all facets of the portfolio management process.

• Accurately implement investment strategies across multiple portfolios in a timely manner.

• Collaborate with investment teams as well as internal cross-functional teams.

• Serve as the primary contact for borrowers, facilitating loan closing and managing post-closing loan activities.

• Review and process requests for funding disbursements, ensuring documentation and loan-condition compliance.

• Gather quarterly financial statements and relevant reporting documentation.

• Aid in evaluating borrowers' financial health, creditworthiness, and project adherence.

• Keep updated on loan policies and procedures.

• Partner with Finance to ensure accurate accounting for loans.

• Monitor, analyze, and recommend actions regarding loan delinquencies.

• Rebalance portfolios based on cash flow changes, guideline updates, or market fluctuations.

• Manage cash levels and equitize as necessary.

• Oversee portfolio dispersion and coordinate actions with portfolio teams.

• Ensure consistent management of accounts in line with client guidelines.

• Assist with funding new accounts, transfers-in-kind, client transitions, and account setups.

• Track trading patterns of Santander products.

• Develop working relationships with Santander portfolio teams.

• Mitigate operational risks across the company in daily processing activities.

• Maintain the loan portfolio management system and associated databases.

⛳️ Requirements

• Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education — Required.

• 3+ years of experience in portfolio management and asset management — Required.

• Legally authorized to work in the United States full-time without needing employer sponsorship.

• Capacity to manage multiple projects concurrently.

• Ability to maintain precise electronic files and database systems.

• Highly organized and self-sufficient.

• Strong quantitative reasoning and writing abilities.

• Familiarity with underwriting and experience with underwriting processes.

• Proficiency in presenting information and responding to inquiries from groups, managers, members, and the public.

• Excellent member service skills.

• Detail-oriented decision-making with above-average oral, written, and communication skills.

• Ability to identify problems, gather data, establish facts, and draw valid conclusions.

• Proficient in working with profitability, statistical inference, fractions, percentages, ratios, and proportions.

• Ability to complete projects within deadlines.

🏝️ Benefits

• Fair and competitive rewards package.

• Benefits designed to support employees, their families, and overall well-being.

• Inclusive and accessible application process.

• Reasonable accommodations available for disabilities.