Associate Analyst – Portfolio Management, Structured Finance
Banking/Financial Services – Montgomery County, MD (Hybrid, 3 days a week)
Our client, a rapidly growing specialty finance lender platform, is hiring for an Analyst or Associate to join their Portfolio Management team within their Structured Finance division.
This high-impact position will focus on monitoring borrower performance, managing credit risk, and supporting a portfolio of complex lending relationships across multiple verticals. The ideal candidate will bring strong financial acumen, excellent Excel skills, and the ability to work independently in a fast-paced environment.
The role offers a competitive compensation package and benefits, hybrid work flexibility, strong mentorship, and long-term career growth potential into underwriting or deal structuring.
Responsibilities:
- Monitor borrower performance and loan health, proactively identifying and escalating credit risks
- Act as a primary point of contact for borrower relationships, managing ongoing compliance and operational needs
- Analyze borrowing base reports and support revolver and term loan draw processes
- Generate portfolio management reports and internal memos for senior leadership
- Track financial trends and covenant compliance; assign risk ratings under supervision
- Maintain timely and accurate borrower data and documentation
- Collaborate with internal stakeholders on special projects tied to portfolio oversight and credit strategy
Qualifications:
- Bachelor’s degree in finance, accounting, economics, or a related field required
- 1–4 years of experience in credit risk, commercial banking, portfolio management, or financial analysis
- Strong Excel and analytical modeling skills; attention to detail is a must
- Ability to communicate clearly and work effectively with senior stakeholders
- Self-motivated and capable of operating with autonomy in a lean team environment
- Interest in long-term growth into underwriting or structured finance roles
- Prior exposure to lender finance, or similar markets is a plus