Portfolio Analyst
$52k - $101kHuntington Bancshares, Inc.
Description Summary The analyst supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this entry level role, the analyst will develop skills in credit and market analysis including cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Analyst will generally support the Credit Products Portfolio Management team and will also collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and others in creating such analysis.The Analyst position is an entry-level developmental role for colleagues seeking a career in Portfolio Management; but may also be constructive for a colleague seeking a path to Relationship Management, Credit, Capital Markets, or many other Commercial roles within the Bank. Duties & Responsibilities Gather and analyze financial and business information to determine creditworthiness for loan and credit products. Complete financial spreads, risk rating, performance tearsheets, compliance testing, and other portfolio monitoring & maintenance activities Underwrite complex commercial loans in accordance with Huntington credit policies. This may include financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment. Conduct industry and market research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes. Performs other duties as assigned. Basic Qualifications Bachelor's Degree required (Finance, Accounting, or related field) FINRA Series 79, 63 or other necessary combination required, or must be obtained within 4 months of hire 0 – 2 years of experience in an underwriting or commercial banking environment. Preferred Qualifications High level of attention to detail Proficiency in Microsoft Office suite (particularly Microsoft Excel) Workplace Type Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range $52,000 - $101,000 Annually The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Exempt Status Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) #J-18808-Ljbffr
$114.5k - $194.7k
...partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Role Overview:The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi‑asset investment strategies across...SuggestedFull timeFlexible hours- ...Oriented Investments (TOI) and help drive the financial performance and strategic management of affordable housing investments. As a Portfolio Analyst, you will play a key role in supporting asset managers and analytics leaders, analyzing portfolio trends, and identifying...SuggestedInternship
- ...and security technologies. This role sits within the Strategic Portfolio Management (SPM) team of the Unified Communications (UC) Group.... ...quantitative fieldExperience: 2 to 4 years of experience as a data analyst, financial analyst, strategy analyst, or in a product growth/...SuggestedFull timeShift work
- ...Portfolio Analyst role with leading middle-market private equity firm. An opportunity to work at the intersection of private equity, data analytics, AI, and operational strategy within a highly active investment environment. The role will support investment evaluation,...Suggested
$90k - $110k
...Portfolio AnalystThe Chief Technical Office (CTO) is responsible for working with technical functions including Pricing, Product Management, Underwriting Integrity, Reinsurance, Portfolio and Accumulation Steering including Catastrophe Management, and Risk Consulting to...SuggestedWork at officeVisa sponsorshipWork visa$60k - $70k
...Investment & Trading team, you will be part of a firm that’s reimagining investment in secondary markets. Job Description: As a Portfolio Analyst at Access Analytix, you'll play a crucial role in optimizing profitability across our portfolio of event tickets. This...Work experience placementWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift$65k - $85k
...Portfolio AnalystAltius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support sound credit and portfolio management decisions.This position will analyze the...- ...Portfolio Management Analyst, Chicago, ILWe are seeking a motivated Portfolio Management Analyst team player with technical aptitude and market awareness to support the operation of an automated trading system in Chicago. The qualified Portfolio Management Analyst will...Work experience placementVisa sponsorship
$120k - $156.5k
...Ullico, Inc., one of the nation’s largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion portfolio. Ullico’s Real Estate Debt Group offers construction and permanent debt...Permanent employmentWork at office- ...on real estate, infrastructure, and credit strategies. The Chicago-based firm seeks an entry-level real estate/finance analyst to support portfolio management through rigorous financial modeling and data analysis. You will work with Excel-based models, respond to investor...
- Capital One seeks an Analyst in Specialty Underwriting and Portfolio Management within the Financial Institutions Group in Chicago. The role supports Underwriters and Portfolio Managers by analyzing borrower performance, ensuring loan compliance, and preparing risk materials...
- JPMorgan Chase & Co. in Chicago seeks a Portfolio Analyst within the Housing Investments Group of Tax Oriented Investments to support asset managers and analytics leaders in analyzing portfolio trends and identifying value creation opportunities. The role involves standardizing...
$90k
...analytical support for multiple people within management. Responsibilities: ~ Overall financial analysis responsibilities for the Portfolio Management group; ~ Update and maintain portfolio financial projection models to calculate and project fund level cash...Temporary workWork experience placementSummer workLocal areaImmediate start- Huntington Bancshares, Inc. in Chicago is seeking an entry-level Analyst to support the CSG Credit Products team with portfolio management and underwriting activities. You will develop skills in credit and market analysis, including cash flow analysis, modeling, industry...
$100.3k - $135.7k
...CompanyThe Boeing Company is seeking an Experienced Investments Analyst to join Trust Investments located in Chicago, IL.Boeing’s... ...analytical reporting related to the Public and Private Markets portfolios, including performance, attribution, characteristics, and cash...Permanent employmentFull timeWork at officeRemote workVisa sponsorshipWork visaRelocation packageMonday to FridayFlexible hoursShift work$70k - $125k
Job Description As an Analyst on our Client Portfolio Manager (CPM) team within Fixed Income, you will be a key driver of client engagement, marketing, and product development for our fixed income strategies. Collaborating with portfolio managers, traders, salespeople,...Full timeTemporary workPart time$90k - $110k
Allianz Commercial in Chicago, IL seeks a Portfolio Analyst to support regional portfolio steering, analyze data, and turn insights into action to improve portfolio quality and profitability. The role requires 3+ years in portfolio management, P&C experience preferred,...$100k - $115k
VC Stack is seeking a skilled Fund Analyst based in Chicago to support portfolio operations and financial reporting. This role involves preparing quarterly valuations, managing audits, and generating financial analyses for portfolio companies. Ideal candidates hold a Bachelor...- ...Financial Group is a leading ETF investment technology platform based in the United States, seeking a Trading Associate to support ETF portfolios from the Chicago office. You will help manage portfolios, execute trades, and provide client liaison as part of the ETF Portfolio...Work at office
- Allianz Commercial in Chicago, IL is seeking a Portfolio Analyst to support regional portfolio steering, analyze performance, and deliver actionable insights to enhance profitability. You will collaborate with underwriting, pricing, claims, finance and product teams to...
$70k - $80k
...Investment AnalystArticle Student Living is hiring an Investment Analyst to join our Investments team. The Investment Analyst will... ...performance and financing of Article's national student housing portfolio. We offer exposure to the full life cycle of student housing investments...Work at office- ...Support analytical reporting for Public and Private Markets portfolios, including performance, attribution, characteristics, and cash flows at portfolio and fund levels Monitor global economic, political, and investment trends and contribute insights to staff discussions...Remote workVisa sponsorshipWork visaMonday to Friday
- ...Ethos is seeking experienced analysts to train AI on professional presentations and slide decks. Remote, 5-20 hours weekly, ASAP start. Compensation is $100/hour for 3+ years hedge fund or asset manager experience, focusing on crafting and refining investment decks and...Immediate startRemote workFlexible hours
- ...problems, persistence, loyalty, hard work, and a singular focus on client objectives. Position Summary Bradford Allen is seeking an Analyst to join our team. This position offers the rare opportunity to work across a variety of real estate investment functions such as...Contract workFlexible hours
$75k - $85k
...investments group in its Chicago headquarters office as an Investment Analyst supporting the debt and equity platforms. This team member will... ...materials for business plan updates and dispositions Asset and Portfolio Management Maintain financial models post-closing; update...Full timeWork at office- ...Harbor Capital Advisors, Inc. is seeking an Analyst to support the Investment Operations Team in Chicago. The role emphasizes analytical skills and learning; the company manages over $70 billion in assets and emphasizes a long-term approach to client interests. Hybrid...Work at office3 days per week
$80k - $110k
...Position: Governance & Investment Review Board (IRB) Analyst Location: St. Louis, MO Job Id: GIRB-26-025 # of Openings: 1 About the Opportunity Are you a tech enthusiast who loves solving complex problems? Do you have a keen eye for detail and excellent analytical skills...Temporary workFlexible hours- ...maximize the long-term value of the endowment and support the University’s future.**Job Summary**The Office of Investments is seeking an Analyst to join our collaborative operations team, working alongside pothers who value intellectual curiosity and teamwork. We welcome...Work experience placementWork at officeRemote work
- ...Senior Analyst, Investments | Industrial Owner/Developer | Chicago We are working with a fast-growing real estate investment firm that... ...Investments team, and support growth across a multibillion-dollar portfolio of industrial assets throughout the US. This is a high-...
$90k
...Classification: Investment Management - Investments PGIM - Investment Analyst (Corporate Mezzanine) (Finance) A GLOBAL FIRM WITH A DIVERSE &... ...internal stakeholders and external advisors Monitor an active portfolio of junior capital investments, including financial performance,...Part time
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