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

Posted On: Monday, June 23, 2025
Compensation: $80,000 - $105,000 + Bonus