Analyst, Portfolio Management

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
75K-88K Annually
Junior
Fintech • Consulting • Financial Services
The Role
Support Public Sector Finance portfolio management by maintaining portfolio integrity through data entry, record keeping, inbox monitoring, request processing, credit risk analysis, due diligence, compliance checks, and routine reporting. Coordinate with outside counsel and internal partners during loan booking and post-closing. Handle inbound/outbound client requests and perform special projects and ad hoc reporting.
Summary Generated by Built In

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.  

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Portfolio Analyst role within the Public Sector Finance (PSF) group. PSF is a national lending team that provides financial services to local governments, school districts, and states throughout the country. Candidate shall work closely with the portfolio management team to ensure the ongoing monitoring and integrity of the portfolio, including but not limited to data entry, inbox monitoring, record keeping, request processing, underwriting and credit risk analysis, compliance and ad hoc reporting, and routine due diligence pertaining to prospective and existing loan transactions.

Additionally, the candidate shall work alongside outside legal counsel and internal partners conducting all necessary due diligence items during the loan booking process, as well as post-closing. Candidate will also be expected to assist with routine inbound and outbound client requests and special assigned projects.

Responsibilities:

• Partner closely with PSF portfolio management team to actively manage and maintain integrity of portfolio. Responsibilities include, but are not limited to, data entry, record keeping, processing routine client requests, credit risk analysis of prospective and existing clients, routine due diligence and portfolio reporting, and general ongoing portfolio and inbox monitoring.

• Work alongside outside legal counsel and internal partners conducting all necessary due diligence items during the loan booking process, as well as post-closing.

• Process routine inbound and outbound client requests.

• Special assigned projects and ad hoc reporting.

Education, Experience & Skills:

• High School Diploma required

• 2+ years of experience

• Proficiency with Microsoft Excel

• Strong writing and communication skills

• Proactiveness and ability to work independently

• Excellent interpersonal, team orientation, and organizational skills

#LI-SJ1

The estimated salary range for this position is $75,000 USD to $88,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

Skills Required

  • High School Diploma
  • 2+ years of experience
  • Proficiency with Microsoft Excel
  • Strong writing and communication skills
  • Proactiveness and ability to work independently
  • Excellent interpersonal, team orientation, and organizational skills

Webster Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Webster Bank and has not been reviewed or approved by Webster Bank.

  • Leave & Time Off Breadth PTO, holidays, and volunteer days are generous, with paid parental leave included to support time away needs. Flexibility such as hybrid/telecommuting options further strengthens time-off usability.
  • Healthcare Strength Health coverage spans medical, dental, and vision with HSA/FSA options, telemedicine, wellness incentives, health coaching, and an EAP. The offering is positioned as comprehensive within a broader Total Rewards framework.
  • Retirement Support Retirement programs include a company 401(k) match and an employee stock purchase plan. Financial education and employee banking discounts add to long‑term financial support.

Webster Bank Insights

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The Company
HQ: Stamford, CT
4,708 Employees
Year Founded: 1935

What We Do

Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions. Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. © 2021 Webster Financial Corporation. All rights reserved. Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.

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