Portfolio Analyst
$70k - $80kTransition Staffing Group
We're working with a specialty lender in the renewable energy/construction industry that's hiring a portfolio analyst due to growth.
This is not a back-office role - you'll be directly involved in the flow of capital, working on active projects and real-time funding decisions. You'll gain exposure to how deals are structured, funded, and managed, with visibility into executive-level conversations in a fast-paced, deadline-driven environment. An ideal opportunity for an up-and-coming Analyst with a background in construction loan financing, looking to grow into an Associate-level role.Someone smart, curious, and hungry will fit right in. Please apply here to be considered! Location: Mission Valley
Comp: $70-80k + bonus & benefits Essential Duties & Responsibilities
- Monitor a portfolio of active construction loans, ensuring projects are progressing in line with expectations
- Review and evaluate borrower draw requests (funding requests during construction) to determine if funds should be released
- Validate supporting documentation including invoices, budgets, and project progress reports
- Ensure funding aligns with loan terms, approved budgets, and project timelines
- Track project performance, including progress vs. schedule and budget vs. actuals, identifying delays or cost overruns
- Partner cross-functionally with borrowers, legal teams, and banking partners throughout the loan lifecycle
- Support the full deal lifecycle, including loan onboarding, funding, monitoring, and close-out activities
- Gain exposure to loan structuring, equity sources, and broader project finance dynamics
- Bachelor's degree in Finance, Accounting, Business, or a related field
- 1-4 years of experience in finance, credit, banking, FP&A, or public accounting
- Strong analytical and critical thinking skills with a high level of attention to detail
- Advanced Excel skills and comfort working with financial models and large data sets
- Intellectual curiosity and a desire to understand how deals are structured and executed
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment
- Entrepreneurial mindset with a proactive, "figure it out" attitude
Vacancy posted 1 day ago
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