Portfolio Analyst
$48.1k - $96.2kProvide
Small Business Portfolio AnalystPowered by Fifth Third Bank, Provide empowers entrepreneurs to build their legacies. As a leader in tech-enabled financial services for aspiring and established small business owners, Provide offers an unmatched combination of industry expertise, personalized service, and customized financial products — enabling entrepreneurs to achieve their ownership dreams, realize financial independence, and strengthen their communities. Founded in a one-bedroom San Francisco apartment in 2013, Provide was acquired by Fifth Third in 2021, and in 2023, was named one of Fast Company's Most Innovative Companies.Provide's Credit team is looking for a bold, compassionate, and focused portfolio analyst to monitor and service an assigned portfolio and support the Credit team. In this role, you will focus on managing portfolio risk, reviewing financial statements, and identifying changes in business performance or risk profile.A day in the life:Complete account reviews from the assigned loan portfolio to determine risk profileOversee the collection of quarterly and annual financial statementsCollaborate with internal partners and customers to fluently answer and escalate questions about new financing and/or business opportunitiesCommunicate regularly with key stakeholders in critical areas, such as documentation preparation, credit services, treasury management, asset management, and credit administration, as it pertains to customers' needs, products and services offered, and the loan processOur newest teammate will have:Undergraduate degree in finance, accounting, economics, investments, business, data analysis, or related mathematical or quantitative disciplineFamiliarity with business financial statements, including income statements, balance sheets, and cash flow statementsExcellent written and verbal communication skillsBonus points for:At least one (1) full year of experience in commercial underwriting, portfolio management, or a similar financial analysis positionExperience reviewing personal credit reports, business tax returns, personal tax returns, and personal balance sheetsPosition not available for immigration sponsorshipTotal Base Pay Range 48,100.00 - 96,200.00 USD AnnualAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
- ...Portfolio Analyst Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Review and decision small business loan applications,...Suggested
- ...organizations risk appetite. Assist and mentor fellow team members in portfolio monitoring. Identify opportunities and recommend solutions... ...improvements and software development. Mentor credit analysts to help them develop risk management skills and knowledge....SuggestedFull time
- ...Responsibilities Complete account reviews from the assigned loan portfolio to determine risk profile Oversee the collection of quarterly and annual financial statements Collaborate with internal partners and customers to fluently answer and address questions about new...Suggested
- ...First Commonwealth Bank is seeking a Portfolio Management support professional to assist in managing a portfolio of Corporate Banking clients. This role involves tracking loan performance, conducting financial analysis, and collaborating with Relationship Managers. The...Suggested
- ...Portfolio Management Group PositionThe Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives...SuggestedWork experience placementShift work
$48.1k - $96.2k
...LinkedIn, Instagram, and TikTok. Our Team Is Growing Provide’s Credit team is looking for a bold, compassionate, and focused portfolio analyst to monitor and service an assigned portfolio and support the Credit team. In this role, you will focus on managing portfolio risk...Bank staff- Union Trust Bldg Pittsburgh, PA 15219, USA Helps to support the Portfolio Management team by performing portfolio monitoring tasks and reporting to ensure the portfolio is well‑managed and compliant. Manages an assigned portfolio of Corporate Banking clients as determined...Interim roleNight shift
- Woda Cooper Companies, Inc. is seeking a Portfolio Manager/Compliance Analyst to work remotely with limited travel. You will manage audits, occupancy reporting, and investor-ready documentation for a diverse affordable housing portfolio across multiple states. The role...Remote jobWork at office
- Fifth Third Bank seeks a Portfolio Analyst in Columbus, Ohio, to review and decide on small business loan applications in a centralized setting. You will analyze cash flows, balances, and credit risk, providing written evaluations and recommendations while mentoring junior...
- ...and we're looking for associates who are passionate about delivering extraordinary care.Senior asset manager on team that oversees portfolio of real estate debt and equity investments, including construction loans, mezzanine loans, preferred equity, joint venture equity,...Temporary workCasual workWork at officeRemote work
$72k - $78k
Investment Operations SpecialistA client of Insight Global is seeking a detail-oriented and analytically driven Investment Operations Specialist to support their investment sales team and broader asset liability operations. This role plays a critical part in delivering...- Provide, powered by Fifth Third, in Columbus, Ohio, is seeking a Small Business Portfolio Analyst to monitor and service an assigned loan portfolio and assess risk. The role focuses on reviewing financial statements and identifying changes in business performance or risk...
$106.5k - $177.5k
...extraordinary care.Distressed Debt AnalystThe Distressed Debt Analyst is an important contributor on the Leveraged Finance team reporting... ....The analyst will work alongside analysts, traders, and portfolio managers across Nationwide’s investment platform, and will be primarily...Full timeTemporary workPart timeCasual workWork at officeRemote work- ...funds and separate accounts across the globe.Role OverviewAs an Analyst or Associate Investment Specialist within GFICC, you will... ...Specialist SupportPartner with senior Investment Specialists, Portfolio Managers, and Client Advisors on new business development and client...Work experience placementInternship
$81k - $135k
...billion and strives to combine client focus, investment discipline and teamwork to deliver superior results.As a Senior Investment Analyst, you will perform a key role for Real Estate Investments (REI) by preparing reports to internal and external customers, and assisting...Full timeTemporary workPart timeCasual workWork at officeRemote work$119k - $199k
...and results-focused investment process to manage our clients’ portfolios. Credit Research is one of three critical functions in the investment... ...Investment Professional. May lead a small team of Investment Analysts. Typical Skills and Experiences: Education: Bachelor’s Degree...Full timeTemporary workPart timeCasual workWork at officeRemote work$1,000 - $2,000 per month
...success. We’re looking for a curious, analytical, and driven M&A Analyst to join our Corporate Development team and help shape the... ...categories. Product brands within the Worthington Enterprises portfolio include Balloon Time, Bernzomatic, Coleman (propane cylinders),...Work at officeImmediate start3 days per week- Join to apply for the Wealth Management Solutions, Portfolio Manager, Analyst/Associate role at JPMorganChase 1 week ago Be among the first 25 applicants Join to apply for the Wealth Management Solutions, Portfolio Manager, Analyst/Associate role at JPMorganChase Job Description...16 hoursFull timeWork experience placementRemote workShift work
- Licensed Investment Professional At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed...Work at officeLocal areaRemote workMonday to Friday3 days per week
$69.9k - $105k
...Job Summary The Talent Acquisition Analyst provides analytical support for Talent Acquisition programs through the development of metrics, KPI reporting, dashboards, scorecards and operational insights. This role analyzes recruiting performance, identifies trends and...Full timeContract work$88.3k - $115.35k
The Ohio State University seeks a Capital Pillar Senior Analyst to manage and analyze the university's economic development and innovation fund portfolio. This role involves conducting investment analysis, monitoring portfolio performance, and preparing reports. The ideal...- The Ohio State University seeks a Senior Analyst, Innovation Investment Management, to join its ERIK team. You will support investment analysis, portfolio reporting, fund evaluations, and market intelligence for university-affiliated startups and external capital opportunities...
- Rockbridge is seeking an energetic Investment Development analyst to support underwriting, feasibility and execution of hospitality and mixed-use projects across the United States. You will help build financial models, conduct market research, and assist in capital-raising...
- Dune Companies is expanding its Columbus-area brokerage team to accelerate leasing and investment sales. The hybrid role focuses on expanding client relationships, building a property owner and investor pipeline, conducting property tours, and delivering market analyses...Immediate start
- Nationwide in Columbus, OH is seeking a Paralegal Specialist to deliver high-quality legal support. You will draft contracts, pleadings and other documents, perform detailed legal research, and assist attorneys across multiple practice areas with project management and ...
- Germain Cadillac of Easton Acquisitions Specialist Columbus, OH At Germain, our mission is to attract, develop and retain exceptional people to deliver an outstanding experience that creates loyalty beyond reason, one customer at a time. As an Acquisitions Specialist...Full timeLocal areaImmediate start
$35 - $40 per hour
...in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 2,000+ passionate team members across 75+ locations and growing! Atwell, LLC is a...Local area$72k - $78k
Compensation Range: $72,000 – 78,000, commensurate with experience and qualifications Are you a detail‑oriented professional with a passion for financial markets and client service? Corporate One is seeking an Investment Operations Specialist to support our investment ...Work at officeRemote work- BroadStreet Partners in Columbus, OH is seeking a motivated Business Development Associate to identify and qualify potential investment opportunities through research and direct outreach, gaining hands-on deal experience and contributing to company growth. You'll work with...
$168k - $240k
This is a role with one of Slalom’s global teams - we are open to hiring in many locations and travel will be required as needed by our clients. Who You’ll Work With In today’s world, fast beats slow, and the secret to speed is the intersection of people, experiences, ...Temporary workWork at officeLocal area
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