Portfolio Analyst

Altius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support sound credit and portfolio management decisions. This role focuses on analyzing the quality and risk characteristics of the company’s financial portfolio to drive responsible growth.

Key responsibilities

• Analyze portfolio performance, including delinquency levels, defaults, loss trends, and exposure limits.
• Identify early warning indicators and areas of emerging credit or operational risk.
• Review financial statements and borrower performance to evaluate ongoing creditworthiness.
• Produce recurring portfolio reports, trend analyses, and management-level presentations.
• Collaborate with Credit, Sales, and Operations on portfolio strategy and risk-mitigation initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.
• At least three years of experience in portfolio analysis, credit analysis, or credit risk.
• Strong financial statement analysis and credit assessment capabilities.
• Advanced proficiency with Microsoft Excel and experience developing financial models.
• Experience working with risk-rating methodologies and portfolio performance metrics.

What we offer

• Opportunity to work in a dynamic financial services environment.
• Engagement in strategic planning and complex risk-related challenges.
• Collaborative culture working across multiple departments.