Portfolio Management Analyst - CIB Lending
Location: New York City, New York, US
Type: Full-time
Department: BFSI
Job Summary
The Portfolio Management Analyst is an entry to early-career individual contributor role within US SCIB COO Lending Solutions responsible for supporting credit spreading, portfolio monitoring, covenant tracking, collateral monitoring, annual and quarterly review preparation and portfolio reporting across SCIB lending portfolios. The role supports multiple products and business lines, including Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures. Objectives are to:
- Provide accurate analytical and administrative support for portfolio monitoring
- Maintain disciplined tracking of financial reporting, covenants, collateral and review deliverables
- Develop foundational expertise in CIB lending lifecycle management.
Responsibilities
- Credit Spreading and Analysis Support
- Perform financial spreading and basic credit analysis for assigned borrowers using financial statements, internal systems and portfolio management templates.
- Support quarterly and annual review preparation by gathering financials, covenant certificates, collateral data, borrower updates, rating inputs and prior review materials.
- Prepare initial variance analysis, ratio outputs, covenant calculations and portfolio data summaries for review by Associates and Vice Presidents.
- Monitoring and Tracking
- Maintain trackers for financial statement delivery, covenant certificates, borrowing base certificates, collateral deliverables, insurance requirements, annual reviews, quarterly reviews and other monitoring obligations.
- Identify missing or late deliverables, data inconsistencies and potential exceptions for escalation.
- Update portfolio monitoring tools and shared records accurately and on schedule.
- Lifecycle and Documentation Support
- Assist with amendment, waiver and lifecycle event tracking by collecting data, maintaining logs and supporting evidence files.
- Coordinate with Transaction Management, Agency, Operations and Portfolio Management colleagues to confirm post-close and ongoing monitoring requirements.
- Support document organization and retrieval for audits, credit reviews, regulatory requests and management reporting.
- Reporting and Process Support
- Prepare recurring status reports, covenant dashboards, exception trackers and portfolio data extracts under supervision.
- Support data quality reviews, procedure updates, training materials and process improvement initiatives.
- Help maintain organized records for portfolio monitoring and control evidence.
- Development and Collaboration
- Build knowledge of Infrastructure Finance, Structured Finance, Leveraged Finance, IG and GTB credit products, documentation and monitoring requirements.
- Collaborate with Front Office, Credit, Risk, Agency, Operations, Transaction Management and Finance stakeholders as directed.
- Demonstrate ownership, responsiveness and willingness to learn in a fast-paced CIB lending environment.
Eligibility Requirements
- Bachelor Degree or equivalent work experience.
- 0–3 years of relevant experience in credit analysis, finance, accounting, banking, lending operations, portfolio monitoring, agency, risk management, or related roles.
- Foundational knowledge of financial statements, credit analysis, Excel, and corporate finance.
- Exposure to banking, credit, lending, infrastructure finance, structured finance, leveraged finance, Investment Grade (IG) corporate lending, or GTB is preferred.
- Strong Excel, analytical, organizational, and written communication skills.
- Ability to perform accurate data entry, financial spreading, and basic variance analysis.
- Attention to detail and comfort working with recurring deadlines and trackers.
- Willingness to learn credit systems, covenant tools, loan systems, and portfolio reporting processes.
- High degree of accuracy and follow-through.
- Curiosity and interest in CIB lending and credit risk.
- Ability to ask relevant questions and escalate potential issues promptly.
- Collaborative and service-oriented approach.
In the US, the target base salary for this role is $90,000-$110,000. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors
How to Apply
- Click "Apply Now" to submit your resume through our career site
- Be sure to include any relevant experience that aligns with the role.
- Qualified candidates will be contacted by a member of our recruitment team for next steps
About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here
Skills Required
- Bachelor degree or equivalent work experience
- 0-3 years relevant experience in credit analysis, finance, accounting, banking, lending operations, portfolio monitoring, agency, or risk management
- Foundational knowledge of financial statements and corporate finance
- Experience with financial spreading and basic credit analysis
- Strong Excel skills
- Analytical, organizational, and written communication skills
- Ability to perform accurate data entry and basic variance analysis
- Attention to detail and ability to meet recurring deadlines and maintain trackers
- Willingness to learn credit systems, covenant tools, loan systems, and portfolio reporting processes
- High degree of accuracy and follow-through
- Collaborative and service-oriented approach
- Exposure to Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade lending, or GTB-linked credit (preferred)
eClerx LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about eClerx LLC and has not been reviewed or approved by eClerx LLC.
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Healthcare Strength — Feedback suggests U.S. employees have access to medical, dental, and vision coverage, with HSA/FSA options and life insurance included. An Employee Assistance Program also appears in the public benefits profile supporting wellbeing.
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Retirement Support — Feedback suggests a 401(k) is part of the U.S. package, with some mentions of an employer match. Retirement provision is consistently cited across company profiles and listings.
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Leave & Time Off Breadth — Feedback suggests paid holidays, sick leave, and PTO are part of the offering, alongside parental leave. Parental leave is also highlighted in public benefits profiles.
eClerx LLC Insights
What We Do
eClerx provides business process management, automation and analytics services to a number of Fortune 2000 enterprises, including some of the world's leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is today traded on both the Bombay and National Stock Exchanges of India. The firm employs 16,000+ people across Australia, Canada, Germany, India, Italy, Netherlands, Philippines, Singapore, Thailand, UK, and the USA.
