Portfolio Analyst
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Responsibilities Analyze and prepare credit information to support lending decisions for new and existing commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy‑compliant credit recommendations while leading projects and initiatives focused on enhancing credit quality, optimizing ROE, and maintaining exceptional client service across USCB. Minimize BMO’s risk exposure by adhering to internal credit policies and procedures. Independently perform/approve financial covenant compliance calculations and verify collateral margining. Lead and support project management initiatives in collaboration with LOBs, offshore partners, Risk/Control, and other stakeholders. Requirements 3-5 years of relevant experience in credit or lending or financial operations in a corporate or banking environment. Must have Commercial Banking experience. Must have experience with Compliance and financial, credit and risk analysis. Must have experience with borrowing base verification calculation. Bachelor’s degree required; Business Administration, Finance, and Accounting preferred. #J-18808-Ljbffr
$68k - $100k
About the Role: The Investment Portfolio Analyst supports the day-to-day management, analysis, and reporting of the Bank’s investment securities portfolio (primarily fixed income securities) under the direction of the Investment Portfolio Manager. The role focuses on security...Suggested- ...Ryder System, Inc. is seeking a Portfolio Specialist to support the real estate services team in Phoenix. You will handle accounting, reporting, and financial processes for the Real Estate Portfolio, ensuring accuracy and timely monthly rent runs and invoice processing...Suggested
- Responsibilities Track, evaluate and perform due diligence for investment advisory offerings across Liquid Markets, Structured Products, and Alternatives Prepare ad hoc and ongoing investment analysis for weekly investment team meetings Prepare investment memos, investment...Suggested
- Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides comprehensive solutions backed by trustedexpertise...Suggested
- BMO Financial Group is seeking an Investment Service Specialist to deliver exceptional client service, manage account questions, and assist with trades and transfers. This role focuses on building loyalty while uncovering opportunities for referrals to BIS Financial Advisors...SuggestedRemote work
- ...Harris Computer is seeking an M&A professional to support their public safety portfolio's growth strategy. This role encompasses the entire acquisition lifecycle, providing a chance to engage in research, meet prospects, and conduct diligence. The ideal candidate should...Remote work
- ...The person selected for the role must be willing and able to meet this in-office expectation. What You’ll Do The Land Acquisition Analyst assists with identifying new land acquisition opportunities that align with the Division's land strategy and business plan goals. Conduct...Work experience placementRemote work2 days per week
$100k - $125k
...Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Acquisitions Analyst or Associate from an Investment Banking background. Global investor and developer headquartered in Phoenix, Arizona . $1.8B AUM across Multifamily...Full time$45k - $100k
Vehicle Acquisition Specialist Courtesy Automotive Group is a family owned and operated business since 1955. At Courtesy, we are more than just a dealership we are a trusted automotive partner dedicated to providing an exceptional experience to our customers. With a...$85k - $93k
The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a key member of NOIRLab’s Management Support Services (MSS) organization. MSS includes the Portfolio Management Office (PMO), Finance, Document Management, and other shared...Contract workWork at officeNight shift$66k - $89.1k
...results, experience an amazing place to work, and have a positive impact on the communities and world around us. Job Title: Financial Analyst, Global Brand Finance - UGG & HOKA Reports to: Global Brand Finance Director - HOKA & UGG Location: United States (Remote)...Full timeRemote work- ...- Mid - Max $65,000.00 - $84,375.00 - $103,750.00 Job Type Unclassified Department Sheriff About the Position The Finance Business Analyst assists in the daily operations of diverse financial related duties within the Finance Division of the Maricopa County Sheriff's Office...Contract workWork at officeRemote workRotating shift
$72.7k
Company : enGen Job Description : JOB SUMMARY This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate...For contractorsWork at officeLocal area- Talascend, LLC is currently seeking a Financial Project Manager for a contract opportunity in Phoenix, Arizona. This role involves managing complex pricing projects, ensuring compliance with regulations, and addressing pricing risks. The ideal candidate will have experience...Contract work
- ...About the job Sr. Financial Analyst, FP&A About the Company : Our client is an established global packaging manufacturer that brings innovative plastic packaging solutions to manufacturing supply chains in the pharmaceutical, chemical, automotive, food, and/or agricultural...
- ...participants/owners, multiple vendors, multiple hardware needs, licensing, on-going costs, etc. May be responsible for multiple Financial Analysts within a certain area. Submit Capital and O&M Variance reports, forecasts and PCOs Communicate and document financial risks and...
$80k - $110k
...Finance / Accounting - Financial Analysis / Research/Reporting We are currently seeking a motivated and results driven Senior Financial Analyst to join our FP&A team. Reporting to the FP&A Manager, this person will provide regular and ad-hoc analysis to our senior management...- Hybrid position. 1 day in office. Must be flexible. Must live locally. The Senior Regional Financial Analyst supports financial planning and analysis for a designated business unit or market within the pediatric health system. This role is responsible for delivering...Work at officeFlexible hours
- A leading consulting firm is seeking a Financial Analyst to join their dynamic team in Phoenix, Arizona. The successful candidate will assist in preparing financial reports, collaborate closely with partner agencies and executives, and contribute to process improvements...
- ...Contributions Retirement Savings Plans with Company Match/Contributions Education Assistance Bonus Plan Eligibility Job Summary: The Finance Analyst is Responsible for the General Ledger and Month-end close, inventory control and for Financial Statement preparation and reporting....Live inLocal area
- A leading consulting firm is seeking a Senior Financial Analyst in Phoenix, Arizona. This role requires a minimum of 5 years of experience in financial analysis and advanced data modeling. Key responsibilities include building complex financial models, analyzing trends,...
- ...during audits • Limited travel for training or operational visits Preferred • Experience in a manufacturing or multi-site operational environment • Experience with ERP systems (SAP or similar) 3+ years of experience in a Financial Analyst or similar role #J-18808-Ljbffr...
$44 - $46 per hour
...a contract role with a high likelihood of conversion to PERM based on candidate performance *** Role Summary The Senior Financial Analyst supports financial and operational analysis by researching, modeling, and interpreting complex data. This role delivers actionable...Hourly payPermanent employmentFull timeContract work- ...About the Role: As a CBRE Finance Sr. Analyst, you’ll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain... ...deliver complete and accurate financial reports for a complex portfolio of CBRE clients and properties. This job is part of the...Work at office
$48k - $120k
At Paydora Pay , we help businesses lower their payment processing costs while giving our sales professionals the opportunity to build LIFETIME recurring residual income . Instead of earning only a one-time commission, every merchant you help can generate monthly residual...For contractorsLocal areaFlexible hours$118k - $144k
Health Services Advisory Group (HSAG) is looking for an Accounting Manager in Arizona to lead the financial development of proposals. This role includes managing budgeting, forecasting, and project accounting, ensuring compliance with proposals. Applicants should possess...- Direct Jobs is looking for a Senior Regional Financial Analyst in Phoenix, Arizona. This hybrid position involves supporting financial planning and analysis within the pediatric health system. The ideal candidate will have at least five years of experience in financial...
- The Role We're looking for a sharp, operationally-minded Senior Finance Analyst to serve as an embedded finance partner to our Go‑To‑Market organization — Sales, Marketing, and Customer Success. Sitting within a lean, high‑impact finance team at a fast‑growing global AI...Work at officeLocal area2 days per week3 days per week
$95k - $110k
...Overview Phoenix – Senior Financial Analyst (Lease) Who: A national leader in auto lending is adding to its Phoenix finance division to support rapid lease portfolio expansion. What: Lead budgeting, forecasting, and profitability reporting for more than half of the company...Work at office- ...involves analysing Direct Material Cost at the product level, evaluating procurement outcomes and overall material cost impact. The analyst will manage IT developments such as PowerBI dashboards and prioritize improvement ideas. Responsibilities Analyse direct material...
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