Portfolio Associate
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Portfolio Associate to join their
Credit team.
Key Responsibilities
Develop and maintain comprehensive portfolio performance reports
and dashboards for stakeholders
Analyze portfolio trends and provide actionable insights on risk,
profitability, and growth opportunities
Monitor key portfolio metrics and conduct ad-hoc analyses to
support strategic initiatives
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, Statistics,
Mathematics, or a related quantitative field
3+ years of experience in financial analysis, portfolio analytics,
or risk management within the banking or financial services
industry
Strong understanding of banking products and related financial
concepts
Expert knowledge of Excel; experience with nCino preferred
Ability to work independently and collaboratively in a fast-paced
environment
Keywords: VirtualVocations, La Mesa , Portfolio Associate, Other , Vista, California
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