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Portfolio Analyst

$48.1k - $96.2k

Provide

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.

Vacancy posted 2 days ago
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