Portfolio Analysis Jobs

Lead and grow business banking relationships in Toledo for companies with $2M–$50M in sales, providing credit insight, solution selling, and portfolio management.

Pathward is hiring a Client Account Executive II to provide partner-focused underwriting and credit oversight for renewable energy loans, managing transactions from underwriting through portfolio transition.

RayzeBio is hiring an Associate Director to lead global commercial forecasting and market insights for its radiopharmaceutical portfolio, translating complex data into actionable recommendations for senior stakeholders.

Experienced commercial banking professional needed to lead relationship management and business development for complex commercial clients in New York, delivering tailored credit, cash management and cross-sell solutions.

Senior Commercial Relationship Manager needed to oversee and grow complex commercial lending and deposit relationships for M&T Bank’s Baltimore market.

Work directly under an experienced proprietary trader as an Assistant Trader executing high-frequency small-cap equity and options strategies while developing into a more senior trading role.

Experienced CRE Relationship Manager needed to grow and manage commercial real estate client relationships in Detroit while structuring credits, driving product cross-sell, and participating in community leadership.

Brighton Jones is hiring an Associate Advisor - Analyst to support client service teams with portfolio analysis, trade execution, client deliverables, and CRM management in our Washington, D.C. office starting August 2026.

Experienced fixed-income trader needed to execute corporate bond strategies, generate market insight, and partner with portfolio managers on the Investment Grade team in Pasadena.

Lead and grow a technical product management team at WGU to turn portfolio strategy into measurable product outcomes that improve student and staff experiences.

SanDisk is seeking a Summer 2026 Sales and Business Operations Intern to drive data-driven insights across sales, customer service, and operations while supporting cross-functional initiatives.

Lead and grow a complex middle-market commercial lending portfolio in Nevada as a senior Relationship Manager within U.S. Bank's Institutional Client Group.

Experienced credit analyst needed to evaluate IG and HY corporate debt, support portfolio managers, and produce detailed credit reports for Raymond James Investment Management in Saint Petersburg, FL.

Support underwriting, valuation, and portfolio analysis for a publicly traded REIT’s lodging assets as an Associate or Senior Associate focusing on financial modeling, market research, and transaction support.

Fifth Third Bank is hiring a Commercial Relationship Manager IV to manage large complex company relationships, drive new business, and deliver credit and treasury solutions for $50M–$500M revenue clients in the San Jose region.

Huntington seeks a Senior Regional Banking Relationship Manager in Denver to drive new commercial business, manage complex lending relationships, and mentor junior bankers for businesses sized $2M–$50M in sales.

PNC Commercial Banking in Baltimore is hiring a Relationship Manager III to originate and manage complex client relationships, drive revenue, and mitigate credit risk.

Support Relationship Managers in delivering client coverage, financial analysis, and pitch materials for large corporate and mid‑market clients within U.S. Bank’s Institutional Client Group.

Horizontal is hiring an experienced Portfolio Leader to lead Client Partners and drive revenue, margin, and delivery excellence across a portfolio of large enterprise accounts.

Lead a team of relationship managers and manage a commercial portfolio for M&T Bank, driving sales, credit decisions, and cross-selling initiatives in New York.

Senior Relationship Manager sought to lead and expand a middle‑market portfolio for U.S. Bank’s Institutional Client Group, delivering tailored credit solutions and strategic financial advice across South Dakota.

Lead and grow a portfolio of large-dollar commercial relationships for M&T Bank, delivering customized credit solutions and strategic relationship management in a remote capacity.

Ridgeline seeks a Senior Customer Success Manager to drive adoption, retention, and expansion for investment and wealth management clients using data- and AI-enabled workflows.

Mentis AI is looking for experienced commercial-banking professionals to contribute part-time to building and evaluating frontier AI systems for credit, lending and risk decision-making.

A part-time AI residency for senior investment professionals to design benchmarks, compare human vs. machine judgment, and help shape how frontier AI systems reason about public markets.

Focus Lab is hiring a research-driven Brand Strategist to develop and present strategic direction for B2B clients while collaborating with a remote team during U.S. East Coast hours.

As a Senior Occupancy Planner at JLL you'll develop occupancy plans, lead move sequencing and use CAFM/IWMS and AutoCAD to deliver data-driven space solutions across enterprise portfolios.

FNBO seeks a Partnership Marketing Summer Intern in Omaha to help design and analyze cardholder retention initiatives while gaining practical experience across strategy, lifecycle, and customer care teams.

Experienced commercial banker needed to develop and manage relationships with $10M+ revenue companies, deliver tailored credit and treasury solutions, and drive profitable growth for Fifth Third Bank in the Bakersfield area.

Lead a team of Business Process Engineers at WGU to design and implement scalable, student-centered process improvements that drive operational efficiency and mission impact.

M&T Bank seeks an experienced Business Banking Relationship Manager in Kingston, NY to grow and manage a portfolio of small business clients across Ulster, Sullivan and Orange counties.

Senior Relationship Manager role focused on originating and managing complex commercial banking relationships and mentoring junior colleagues within the Grand Rapids market.

Remote Portfolio Management Analyst needed to operate portfolio management tools, execute trades, and collaborate with advisors to maintain and optimize client portfolios for a growing wealth management firm.

Public Storage is hiring a results-driven Director of Lending to lead commercial mortgage origination, underwriting, and deal execution for its expanding lending platform in Plano, TX.

Experienced commercial lender needed to manage and expand complex C&I relationships and credit portfolios for WSFS Bank in Doylestown, PA.

M&T Bank is hiring an experienced Business Banking Senior Relationship Manager to grow and manage small business relationships and deliver lending and deposit solutions in Falls Church, VA.

Advance your career as an Associate Wealth Advisor at a New York City wealth management firm, collaborating with advisors to create tailored financial plans for high-net-worth clients.

Support advisors and clients by analyzing portfolios, preparing detailed investment proposals, and helping execute transition and portfolio construction recommendations for Mariner Independent’s Custom Managed Portfolios Group.

ClarityPay is looking for a data-driven Finance Data Analyst to drive portfolio analysis, reporting, and automation at the intersection of finance, credit, and product.

Lead strategic account growth and renewals in the Northeast corporate market by positioning Elsevier’s portfolio, managing stakeholder relationships, and delivering measurable commercial outcomes.

3P Learning seeks an Account Manager to own onboarding and customer success for first-year school accounts, driving adoption and long-term retention through training, strategic check-ins, and cross-functional collaboration.

Lead relationship development and portfolio management for mid-market business clients across the region, delivering credit solutions and cross-sold banking services to drive growth and maintain credit quality.

Aiwyn is hiring an Implementation Operations Analyst to own implementation reporting and operational insight — synthesizing cross-tool data into concise, proactive narratives that drive leadership decisions.

M&T Bank seeks a seasoned Business Banking Senior Relationship Manager in Hauppauge to originate and manage small business lending and deposit relationships while driving revenue and minimizing credit risk.

A hybrid summer internship at Visa’s PPD division focused on analytics, executive reporting, and AI-enabled process improvements to support portfolio and program visibility.

Lead business banking relationship management in the Bronx, driving new loan and deposit growth, credit decisions, and cross-sell activity for small business clients at M&T Bank.

Senior Relationship Manager for BMO's Pacific Rim Division to drive revenue and manage complex commercial client relationships with strong cross‑border and Pacific Rim expertise.

Fifth Third Bank is hiring a Business Banking Relationship Manager II in Atlanta to drive relationship growth, deliver tailored banking solutions, and serve as a trusted advisor to small and mid-sized business clients.