Analyst, Portfolio Management

Webster Financial
Hartford
Workplace: OnsiteFull timeUSD 75,000 - 88,000 annuallyFunction: Product ManagementExperience: 2+ yearsEducation: high_schoolSkills: ["Strong writing","Communication","Proactiveness","Independent work","Interpersonal skills"]

Join the Public Sector Finance team as a Portfolio Analyst, supporting national lending to local governments, school districts, and states. You’ll help maintain portfolio integrity through monitoring, record keeping, request processing, and credit risk analysis, and support due diligence before and after loan booking. The role also includes partnering with legal counsel and internal stakeholders, handling client requests, and contributing to ad hoc reporting and assigned projects.

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FursaFursa
Webster Financial
Webster Financial
1 week ago

Analyst, Portfolio Management

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Last checked: 3 hours agoStatus: Live

Job Summary

Join the Public Sector Finance team as a Portfolio Analyst, supporting national lending to local governments, school districts, and states. You’ll help maintain portfolio integrity through monitoring, record keeping, request processing, and credit risk analysis, and support due diligence before and after loan booking. The role also includes partnering with legal counsel and internal stakeholders, handling client requests, and contributing to ad hoc reporting and assigned projects.
Location: Hartford
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Entry level

Key Responsibilities

  • •Partner closely with the PSF portfolio management team to maintain portfolio integrity, including data entry, record keeping, and routine inbox monitoring.
  • •Process routine inbound and outbound client requests and support routine due diligence.
  • •Conduct credit risk analysis for prospective and existing loan transactions and prepare portfolio reporting.
  • •Work with outside legal counsel and internal partners on due diligence during loan booking and post-closing.
  • •Assist with special assigned projects and ad hoc reporting.

Pay and Benefits

Salary: USD 75,000 - 88,000 annually

Key Requirements

  • •High School Diploma required.
  • •2+ years of experience.
  • •Proficiency with Microsoft Excel.
  • •Strong writing and communication skills.
  • •Proactiveness and ability to work independently, with strong interpersonal and organizational skills.
Experience:2+ years
Education:High School
Skills:Strong writingCommunicationProactivenessIndependent workInterpersonal skills
Tech Stack:Microsoft Excel

Company Brief

Webster Financial
Webster Financial is the holding company for Webster Bank, a U.S. regional bank providing commercial banking, consumer banking, and wealth management services. It serves businesses, individuals, and institutions across the Northeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Stamford, United States
Founded: 1935
WebsiteLinkedIn