Portfolio Analyst

Portfolio Analyst
Company:

Amerisource Funding | Amerisource Business Capital



Job Function:

Finance

Details of the offer

Amerisource Business Capital, founded in 1984, is one of the largest private commercial asset-based lenders in the United States. We play a critical financial role in partnering with a wide variety of entrepreneurial ventures located throughout the country. We work and play hard in a casual family-style environment that ranges from Guadalupe River float trips to annual Easter Egg hunts to wearing shorts in the summer.We are looking for teammates who not only like to have fun, but who possess the curiosity, desire, ability and commitment to develop their inherent talents towards becoming leaders of integrity in their personal and professional lives. Do you have a desire to grow?Position ProfileResponsibilitiesRegularly review and analyzes Clients' financial condition.Communicate and escalate Client issues with your team.Interpret financial statements and identify trends and inconsistencies.Manage risk for each Client using proprietary analysis tools, to ensure client accounts are within the company's appetite for risk and tolerance. Create and utilize new tools to assess risk in relation to each unique Client.Develop strong Client relationships.Assist team members with special projects.Portfolio Analyst is a gateway position toward advancement within Amerisource.CompetenciesEffective Communications – effectively convey thoughts in written and verbal communication.Critical Thinking – ability to fully analyze a situation, and present well-defined resolutions.Attention to Detail – understand the value of accuracy and ability to process.Managing Priorities – properly define the urgency of each task that is presented.Spreadsheet Software – some experience with spreadsheet functions, preferably with Microsoft Excel.IntangiblesTeam Oriented – enjoys supporting the needs and interests of others.Work Ethic – personally fulfilled by exhausting oneself in worthwhile objectives.Character – high-level initiative; steadfast integrity.Attitude – fun loving; positive outlook; coachable.Desire to become the best you can be, personally and professionally.Education/Experience* Four-year business-related degree from an accredited college or university preferred, but we are open-minded to those who possess strong analytical capabilities.RequirementsResumeDetailed list of work experience including but not limited to all jobs held in high-school and throughout college. For each, please include employer, duration, average hours per week, job description.Starting Salary: $52,500Unfortunately, you will spend most of your life at work. Make sure it's a fun and rewarding place where you are highly valued!We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristics protected by federal, state, or local laws.


Source: Grabsjobs_Co

Job Function:

Requirements

Portfolio Analyst
Company:

Amerisource Funding | Amerisource Business Capital



Job Function:

Finance

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