Portfolio Analyst
Webster Bank is a leading commercial bank founded in 1935, dedicated to helping individuals and businesses achieve their financial goals. As a Portfolio Analyst, you will conduct financial and business due diligence on healthcare service companies and manage the financial performance of a portfolio of healthcare accounts.
Responsibilities
- Key responsibilities include company and industry research, financial modeling & analysis, and portfolio management support
- Analysts help prepare internal credit memos and will be part of a team that presents the underwriting diligence and portfolio management results to an investment committee
- There is opportunity for increased responsibility as the Analyst progresses from execution and portfolio support to eventually leading key elements of the transaction execution process
- Throughout the underwriting and portfolio management processes, the Analyst will interact with multiple stakeholders such as sponsor coverage teams, credit professionals, capital markets, private equity sponsors, company management, and investment bankers, as well as legal counsel, loan closers and operations personnel
Skills
- Bachelor's Degree in Business, Finance, Accounting, Economics, or equivalent work experience
- Superior written and verbal communication skills
- Strong analytical skills and proficiency with financial statements
- Ability to work in a fast-paced environment with little supervision
- Proficient in Microsoft Office, including Word, Excel and PowerPoint
- Bachelor's Degree in accounting, finance, business or related discipline. MBA considered a plus
- 1-3 years' experience in leveraged finance at a commercial or investment bank with strong commercial credit experience
- Experience underwriting leveraged loan transactions
Benefits
- Incentive compensation
Company Overview
Company H1B Sponsorship