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Portfolio Analyst

Role overview

Qualifications

  • Strong analytical skills
  • Experience in financial portfolio analysis
  • Knowledge of credit risk assessment
  • Ability to collaborate across departments

Responsibilities

  • Analyze portfolio performance, including delinquency levels and defaults
  • Identify early warning indicators of credit or operational risk
  • Review financial statements and borrower performance
  • Recommend changes to risk ratings based on analysis

Key facts

Other skills

  • Collaboration
  • Strategic Planning
  • Problem Solving
  • Detail Oriented

About the company

Altius Search Group logo

Altius Search Group

Executive Search

Altius Search Group is a permanent placement executive search firm with a mission of providing personalized world-class recruiting services for select companies and candidates. Small and niche by design, Altius Search Group prides itself on truly understanding and embracing it's core industry focuses while having our finger on the "pulse" of your local market. In all of our recruiting efforts, we embrace the necessity for accurate, timely, and reliable communication during each phase of the search and recruiting process. We understand that this communication is the key to creating superior long-term matches. We also deeply understand our mission to truly listen to the needs of both our candidates and clients. The conveyance of these needs throughout each stage of recruiting and hiring is what creates a smooth and successful transition for each new employee. Recruiting Coverage - Senior Living The Senior Living division focuses on direct permanent placement recruiting services for select clients and candidates within Senior Housing and related sectors including: Independent Living Assisted Living Memory Care CCRC Skilled Nursing Below is a sample of positions we support: Regional Director of Operations Regional Director of Sales & Marketing (Regional) Health & Wellness Director Executive Director Clinical Services Dining Services Facilities Management Executive Management (VP, SVP, EVP, COO, etc.) Recruiting Coverage - Financial Services The Financial Services division focuses on permanent placement recruiting for select clients within a variety of Financial Services industries including: Equipment Leasing & Finance Commercial Banking Healthcare Finance Recruiting Coverage - Energy The energy division focuses on direct permanent placement recruiting for select clients and candidates within energy related sectors including: Energy Services Solar Power Wind Power Energy Equipment Manufacturing

Company details

Company typeTPE
IndustryExecutive Search
Company size1-10

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Job description

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 position will analyze the quality, performance, and risk characteristics of the company’s financial portfolio. The Portfolio Analyst will monitor key trends, assess borrower performance, and collaborate with multiple departments to develop strategies that protect portfolio assets and support responsible growth.

Key Responsibilities

  • Analyze portfolio performance, including delinquency levels, defaults, loss trends, concentrations, and exposure limits

  • Identify early warning indicators and areas of emerging credit or operational risk

  • Review financial statements, payment history, and borrower performance to evaluate ongoing creditworthiness

  • Recommend changes to risk ratings based on financial performance and other relevant factors

  • Develop and support action plans designed to reduce portfolio risk and improve performance

  • Produce recurring portfolio reports, trend analyses, and management-level presentations

  • Collaborate with Credit, Sales, Operations, and Asset Management on portfolio strategy and risk-mitigation initiatives

  • Provide analysis and supporting information for credit committee discussions

  • Evaluate the effectiveness of existing credit policies, scorecards, and decisioning processes

  • Maintain accurate records and supporting documentation consistent with internal policies and audit requirements

  • Assist with special projects involving portfolio analytics, financial modeling, and strategic planning

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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