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Wells Fargo Sponsor Credit Mid-Corporate Portfolio Manager Senior Analys... United States, North Carolina, Charlotte
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Lead complex initiatives, including those that are cross functional with broad impact as well as targeted Derivatives and FX projects. Act as consultant to finance, accounting and Business Line management...
Participate in Mid-Corporate Portfolio Management assignments; identify opportunity for process improvements within scope of responsibilities or functional area. Review and analyze complex business, operational and technical assignments or challenges that...
Provide vision and set direction for strategic cross-border and international multi-business line initiatives. Drive growth in revenue and the international footprint through the identification of synergies with Business Execution companywide....
Line of Business (LoB) COO (Banking, Markets, CRE): Partners with LOB leadership on development and execution of strategic priorities, management of day-to-day business activities and supports critical risk efforts. Strategy...
Today’s Real Estate segment reporting is done manually by rolling up information at the building level to create a P&L for each segment. It does not cleanly align to the...
Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area. Review and research...
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Are you interested in a career that blends finance and technology? Imagine taking a deep dive into a company’s portfolio and helping them make optimal decisions based on data and analytics. If this sounds like a challenge you are interested in taking on, then you should consider a career as a portfolio analyst.
As a portfolio analyst, you will use state-of-the-art technology and financial analysis tools to examine a company’s financial and market performances. This includes monitoring valuations, earnings performance, and risk-reward trade-offs for a company’s investments. You will also use quantitative models to generate insights and analyze how particular portfolio opportunities would affect performance.
You must be comfortable analyzing large amounts of data and providing concise summary reports of your findings. Additionally strong technical skills and knowledge of programming languages such as Python and SQL are needed.
You will need to be intelligent and creative, as your role will involve examining the uncertainty in investment markets. As the tech industry is constantly evolving, you must be able to think outside of the box in order to recommend solutions that create value for the company.
With a career as a portfolio analyst, you are sure to be tested and motivated every day. You will use industry-leading technologies to ensure the accuracy of your analysis, and you will be continuously aspiring to there always being more insight you can provide to the organization. If you are ready to make a difference and help organizations make the best investment decisions, you should consider a career as a portfolio analyst on Expoint.