109 Investment Analysis jobs in the United States

PHARMACY BENEFIT MANAGEMENT, FINANCIAL MODELING & ANALYSIS SME

Baltimore, Maryland $70 hour ALTA IT Services

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Job Description

Job Description

FINANCIAL MODELING & ANALYSIS SME (PHARMACY, FINANCE, ACTUARIAL)

PHARMACY BENEFIT MANAGEMENT
CONTRACT TO HIRE

100% REMOTE

HOURLY RATE: $70/HR. W2


ALTA IT Services has a contract to hire opening for a Financial Modeling and Analysis expert with Pharmacy Benefit Management, PBM, expertise. This role provides critical support for financial modeling and forecasting related to pharmacy programs for a leading healthcare payer, in the Baltimore Maryland area.


The PBM Financial Modeling and Analyst role will oversee various financial functions such as budgeting, auditing, forecasting and analysis. Provide financial support to the business, including but not limited to cost accounting, revenue recognition, subcontractor financial management, At Risk coordination, forecasting and EAC development, variance analysis, invoice preparation/review and cash flow management (to include timely unbilled analysis/reconciliations). The role will interface regularly with project managers,

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Portfolio Management Officer

Fort Lauderdale, Florida Amerantbank

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Job Descriptions

full_time
Job Description

Job Description


The Portfolio Management Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio.

Duties and responsibilities include:

  • Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area.
  • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
  • Conduct analysis/underwriting functions, as needed
  • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
  • On-going review of future maturities for timely disposition.
  • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
  • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
  • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
  • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
  • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
  • Provide assistance in other areas within the department, as required, covering during vacation or absenteeism

Minimum Education and/or Certifications Requirements:

  • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
  • Formal credit training required.

Minimum Work Experience Requirements:

  • 7+ years of professional experience in lending field, credit analysis/underwriting of loans.
  • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
  • Knowledge of

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Portfolio Management Officer

Tampa, Florida Amerantbank

Posted today

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Job Descriptions

full_time
Job Description

Job Description


The Portfolio Management Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio.

Duties and responsibilities include:

  • Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area.
  • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
  • Conduct analysis/underwriting functions, as needed
  • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
  • On-going review of future maturities for timely disposition.
  • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
  • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
  • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
  • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
  • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
  • Provide assistance in other areas within the department, as required, covering during vacation or absenteeism

Minimum Education and/or Certifications Requirements:

  • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
  • Formal credit training required.

Minimum Work Experience Requirements:

  • 7+ years of professional experience in lending field, credit analysis/underwriting of loans.
  • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
  • Knowledge of

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Portfolio Management Officer

Hollywood, Florida Amerantbank

Posted today

Job Viewed

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Job Descriptions

full_time
Job Description

Job Description


The Portfolio Management Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio.

Duties and responsibilities include:

  • Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area.
  • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
  • Conduct analysis/underwriting functions, as needed
  • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
  • On-going review of future maturities for timely disposition.
  • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
  • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
  • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
  • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
  • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
  • Provide assistance in other areas within the department, as required, covering during vacation or absenteeism

Minimum Education and/or Certifications Requirements:

  • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
  • Formal credit training required.

Minimum Work Experience Requirements:

  • 7+ years of professional experience in lending field, credit analysis/underwriting of loans.
  • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
  • Knowledge of

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Portfolio Management Officer

West Palm Beach, Florida Amerantbank

Posted today

Job Viewed

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Job Descriptions

full_time
Job Description

Job Description


The Portfolio Management Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio.

Duties and responsibilities include:

  • Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area.
  • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
  • Conduct analysis/underwriting functions, as needed
  • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
  • On-going review of future maturities for timely disposition.
  • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
  • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
  • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
  • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
  • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
  • Provide assistance in other areas within the department, as required, covering during vacation or absenteeism

Minimum Education and/or Certifications Requirements:

  • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
  • Formal credit training required.

Minimum Work Experience Requirements:

  • 7+ years of professional experience in lending field, credit analysis/underwriting of loans.
  • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
  • Knowledge of

View Now

Portfolio Management Officer

Miami, Florida Amerantbank

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

full_time
Job Description

Job Description


The Portfolio Management Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio.

Duties and responsibilities include:

  • Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area.
  • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
  • Conduct analysis/underwriting functions, as needed
  • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
  • On-going review of future maturities for timely disposition.
  • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
  • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
  • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
  • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
  • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
  • Provide assistance in other areas within the department, as required, covering during vacation or absenteeism

Minimum Education and/or Certifications Requirements:

  • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
  • Formal credit training required.

Minimum Work Experience Requirements:

  • 7+ years of professional experience in lending field, credit analysis/underwriting of loans.
  • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
  • Knowledge of

View Now

Portfolio Management Officer

Miami, Florida Amerantbank

Posted today

Job Viewed

Tap Again To Close

Job Descriptions

full_time
Job Description

Job Description


The Portfolio Management Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio.

Duties and responsibilities include:

  • Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area.
  • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas.
  • Conduct analysis/underwriting functions, as needed
  • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports.
  • On-going review of future maturities for timely disposition.
  • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation.
  • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance.
  • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor.
  • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations.
  • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions.
  • Provide assistance in other areas within the department, as required, covering during vacation or absenteeism

Minimum Education and/or Certifications Requirements:

  • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience.
  • Formal credit training required.

Minimum Work Experience Requirements:

  • 7+ years of professional experience in lending field, credit analysis/underwriting of loans.
  • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans.
  • Knowledge of

View Now
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Associate- Portfolio Management

La Jolla, California StepStone Group

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Job Descriptions

full_time
Job Description

Job Description

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

The Portfolio Management Associate of StepStone will work with the portfolio management and investment team to dynamically evaluate investments for risk, return, liquidity, and allocation targets for multi-asset class portfolios. The analyst will be expected to have financial knowledge that can be leveraged to support and construct analyses for portfolio construction needs. The role is broad and will require an entrepreneurial mindset. The analyst will work with the Data Science, Research and SPAR teams to collect, clean, and understand data as well as suggest models and metrics that are relevant for the concepts revolving around portfolio management and liquidity. The analyst will develop relevant models and communicate the assumptions and complexities of the models internally.

Essential Job Functions:

  • Building and managing complex excel models using VBA for portfolio management functions.
  • Understanding and exploring concepts of risk, return and liquidity to better manage portfolios.
  • Model building and analysis using built-in functions and models developed from scratch in Python/R.
  • Data retrieval and wrangling using MySQL and Python/R. Knowledge of PowerBI a plus.
  • Communicating the output of models internally, including assumptions and limitations.
  • Discussing internally the merits of the models and analyses.
  • Independent and efficient working style: ability to develop big picture ideas and translate them into code and actionable model output.
  • Creating presentations for internal and external stakeholders articulating portfolio plans and investment decisions.

Education and/or Work Experience Requirements:

  • Bachelors, Master's degree or Ph.D. in Mathematics, Statistics, Biostatistics, Econometrics, or a related field.
  • Excellent written communication and presentation skills.
  • Experience in a financial environment. Knowledge of private markets a plus.

Required Knowledge, Skills, and Abilities

  • Some knowledge of financial modeling.
  • Strong background in Python and MS Excel; experience in SAS, R or Matlab.
  • Deep understanding of statistical model building and data analysis; numerical algorithms expertise.
  • MySQL or other database expertise.
  • Knowledge of financial instruments and Bloomberg a strong advantage.
  • Extremely strong attention to detail to maintain code and data integrity.
  • Positive attitude, curious mindset, and strong team collaboration.
  • Willingness to work a flexible schedule.
  • High level of confidentiality.

Salary Range: $115,000 - $125,000

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Developing People at StepStone

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Portfolio Management Analyst

Charlotte, North Carolina Redwood Trust Inc

Posted today

Job Viewed

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Job Descriptions

full_time
Job Description

Job Description

Position Summary

The Portfolio Management Analyst will work in a supporting role on the portfolio management activities for performing loans. This role requires an investment professional with experience in loan servicing, asset management, and cashflow modeling.


Responsibilities & Duties

  • Ensure compliance with loan covenants.
  • Request, obtain and analyze documentation to ascertain current condition of collateral, borrowers and guarantors.
  • Maintain watchlist.
  • Develop business strategies for early-stage delinquent and matured loans.
  • Knowledge of construction lending practices and ability to lead re-underwriting efforts for budgetary changes and loan in balance calculations.
  • Work with a servicer to coordinate payoffs and other special Borrower requests.
  • Participate in client service, servicing and credit related calls and communications.
  • Develop and grow borrower relationships.
  • Work with underwriting, accounting, and capital markets in managing the current portfolio.
  • Provide exceptional customer service through verbal and written communication.

Required Experience, Skills, & Competencies

  • Minimum 3 years of experience in real estate, finance or a related field.
  • Excellent Word, PowerPoint and Excel skills.
  • Strong written and verbal communication skills.
  • Significant attention to detail.



A reasonable estimate of the total compensation range for this role is $75,000-$85,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity
thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Portfolio Management Analyst

New York, New York Redwood Trust Inc

Posted today

Job Viewed

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Job Descriptions

full_time
Job Description

Job Description

Position Summary

The Portfolio Management Analyst will work in a supporting role on the portfolio management activities for performing loans. This role requires an investment professional with experience in loan servicing, asset management, and cashflow modeling.


Responsibilities & Duties

  • Ensure compliance with loan covenants.
  • Request, obtain and analyze documentation to ascertain current condition of collateral, borrowers and guarantors.
  • Maintain watchlist.
  • Develop business strategies for early-stage delinquent and matured loans.
  • Knowledge of construction lending practices and ability to lead re-underwriting efforts for budgetary changes and loan in balance calculations.
  • Work with a servicer to coordinate payoffs and other special Borrower requests.
  • Participate in client service, servicing and credit related calls and communications.
  • Develop and grow borrower relationships.
  • Work with underwriting, accounting, and capital markets in managing the current portfolio.
  • Provide exceptional customer service through verbal and written communication.

Required Experience, Skills, & Competencies

  • Minimum 3 years of experience in real estate, finance or a related field.
  • Excellent Word, PowerPoint and Excel skills.
  • Strong written and verbal communication skills.
  • Significant attention to detail.



A reasonable estimate of the total compensation range for this role is $75,000-$85,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity
thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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