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Portfolio analyst Jobs in Scottsdale, AZ

Last updated: 2 days ago
Credit Portfolio Risk Analyst I

Credit Portfolio Risk Analyst I

Western Alliance BankPhoenix, AZ
Full-time
Credit Portfolio Risk Analyst I.The Central Credit Administration Group is a high performing, dynamic team within Western Alliance Bank. The Portfolio Credit Risk Analyst will take an ownership role...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Consultant

Portfolio Consultant

Edward JonesTempe, AZ, United States
$168,900.00 yearly
Full-time
Maybe the markets keep you up at night.Or your idea of a perfect day at the office is a deep dive into equity research.Whatever your passion, at Edward Jones it will have purpose.Your work is meani...Show moreLast updated: 3 days ago
  • Promoted
Portfolio Admin Specialist

Portfolio Admin Specialist

Tier4 GroupPhoenix, AZ, US
Full-time
Portfolio Admin Specialist – Join Our Team!.Are you detail-oriented, analytical, and looking for a.Execute security trades in client portfolios based on advisor directives, considering target...Show moreLast updated: 17 days ago
  • Promoted
Commercial Banking Portfolio Manager

Commercial Banking Portfolio Manager

ServbankPhoenix, AZ, US
Full-time
We are seeking a highly motivated and experienced Commercial Banking Portfolio Manager to join our dynamic team.The successful candidate will be responsible for managing a portfolio of commercial b...Show moreLast updated: 2 days ago
Director Portfolio Management

Director Portfolio Management

HoneywellTempe, AZ, United States
Innovate to solve the world's most important challenges.Air & Thermal Controls (A&TC) is a $2B Gold Business Enterprise (GBE) within the Control Systems Strategic Business Unit (SBU) of Honeywell A...Show moreLast updated: 7 days ago
Portfolio Operations Specialist

Portfolio Operations Specialist

JobotPhoenix, AZ, United States
$75,000.00–$85,000.00 yearly
Full-time
Join an exciting and award winning Wealth Management Firm in Phoenix! Hybrid, and bonus / profit sharing!.This Jobot Job is hosted by : Dan Asher. Are you a fit? Easy Apply now by clicking the "Apply N...Show moreLast updated: 9 days ago
Portfolio Optimization Manager

Portfolio Optimization Manager

American ExpressPhoenix, Arizona, United States
$110,000.00–$190,000.00 yearly
With the right backing, people and businesses have the power to progress in incredible ways.When you join Team Amex, you become part of a global and diverse community of colleagues with an unwaveri...Show moreLast updated: 30+ days ago
Portfolio Management Analyst I

Portfolio Management Analyst I

First Citizens BankPhoenix, Arizona, US
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office. Together, Silicon Valley Bank and First Citizens offer you ...Show moreLast updated: 30+ days ago
Transformation Portfolio Director

Transformation Portfolio Director

MaximusPhoenix, US
Full-time
Description & Requirements Be part of something great Maximus is a global organisation that specialises in providing health and employment services to millions of people every year.Here i...Show moreLast updated: 4 days ago
HOA Portfolio Manager

HOA Portfolio Manager

HoamcoPhoenix, Arizona, United States
Full-time
Quick Apply
HOAMCO – A great place to work! We are excited to be one of the industry leaders in HOA management.The Scottsdale HOAMCO office is looking for a talented and experienced HOA Portfolio Manager...Show moreLast updated: 30+ days ago
Consultant, Portfolio Accounting

Consultant, Portfolio Accounting

Northern Trust CorporationTempe, AZ
Full-time
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative f...Show moreLast updated: 30+ days ago
Portfolio Manager

Portfolio Manager

Cardinal Group CompaniesPhoenix, Arizona, US
Full-time
Pursuant to state regulations, the salary range is $110,000-$125,000.Eligible to participate in the.We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student lo...Show moreLast updated: 30+ days ago
  • Promoted
SBA Portfolio Manager

SBA Portfolio Manager

CrossFirst BankPhoenix, AZ, United States
Develops and maintains long term business relationships with clients.Manage exceptions to include tax returns, financial statements, and insurance. Manage past due payments while identifying and esc...Show moreLast updated: 19 days ago
Portfolio Community Manager

Portfolio Community Manager

FirstService ResidentialScottsdale, AZ, USA
$65,000.00 yearly
In conjunction with the Regional Manager and Board of Directors, the Portfolio Manager will manage the business of the associations assigned to deliver exceptional services and solutions that enhan...Show moreLast updated: 30+ days ago
Lead Portfolio Manager

Lead Portfolio Manager

Prog Leasing LLCAZ,Remote
Remote
Full-time
Responsible for serving as a key resource and partner for our Technology teams.This role will have a focus on coaching Delivery Managers, Product & Engineering leaders, and Progressive software dev...Show moreLast updated: 30+ days ago
  • Promoted
Principal Portfolio Manager, Service - Hybrid

Principal Portfolio Manager, Service - Hybrid

StrykerTempe, AZ, United States
Full-time
Together, better for healthcare.Medical reprocessing and remanufacturing is good for the environment and a hospital's bottom line. Stryker Sustainability Solutions (SSS).Through cost savings and was...Show moreLast updated: 2 days ago
  • Promoted
Portfolio Lead

Portfolio Lead

QE SolarScottsdale, AZ, US
$70,000.00–$80,000.00 yearly
Full-time
New Scottsdale, AZ office opening early 2025 • • •.As a Portfolio Lead, you are accountable for excellent service, the smooth functioning of QE Solar projects, and meeting or exceeding the negotiated ...Show moreLast updated: 13 days ago
  • Promoted
Portfolio Analyst Credit III

Portfolio Analyst Credit III

City National BankPhoenix, AZ, United States
$87,027.00–$138,965.00 yearly
Full-time
PORTFOLIO ANALYST CREDIT III • •.This position will design and generate monthly, quarterly and ad hoc reports to support credit portfolio management. Design and maintain a database reporting system to...Show moreLast updated: 2 days ago
Credit Portfolio Risk Analyst I

Credit Portfolio Risk Analyst I

Western Alliance BankPhoenix, AZ
30+ days ago
Job type
  • Full-time
Job description

Job Title :

Credit Portfolio Risk Analyst I

Location : CityScape

What you'll do :

The Central Credit Administration Group is a high performing, dynamic team within Western Alliance Bank. The Portfolio Credit Risk Analyst will take an ownership role in providing the team with analytical and data support related to credit, concentration, and counterparty risk within our portfolio. The Portfolio Credit Risk Analyst will have recurring responsibilities as well as project or ad hoc duties; both requiring a high attention to detail. Critical to success in this position is an understanding of SQL, SSIS and database concepts, as well as the ability to document and follow procedures. Additionally, the position requires independent problem solving, adaptability to changing priorities, a sense of urgency, on-time delivery and the ability to support diverse projects. This position requires an understanding of banking concepts, and an aptitude for learning new technology.

What we are looking for :

  • Utilizes SQL to analyze large datasets related to credit, concentration and counterparty risk. Creates and / or uses existing tables, views, stored procedures and SSIS packages in the execution of regular duties.
  • Work closely with team members and internal departments to ensure accurate risk assessments and effective risk management strategies are in place.
  • Develop and maintain dashboards and reports using Tableau to visualize risk metrics and trends.
  • Assist with establishing portfolio-level limits in collaboration with a line of business, ensuring adherence to the limit framework and alignment with business strategies.
  • Assist with developing, implementing, and monitoring risk appetite measures, KPIs, and early warning indicators.
  • Proposes improvements to processes, gains approval, documents and implements upgrades.
  • Completes assigned projects, which may be individual or team projects and include acquiring new data sources (due to new products, new business acquisitions, new system implementations, etc.), defining / documenting transformations required to load, writing load scripts and testing.
  • Effectively applies technical expertise and software knowledge to address complex projects. Proficient / expert in the Microsoft suite of technologies including Visual Studio and Management Studio.
  • Manages a pipeline of data and process related projects, identifying and elevating road blocks and executing within designated time frames.
  • Uses excellent communication skills to keep manager, team and customers apprised of project statuses.

What you need to have :

  • Bachelor degree in Accounting; Business Management; Economics; Finance; Statistics; MIS or equivalent
  • 1-3+ years of technical experience with ETL, including expert or near expert level SQL proficiency and proficiency with SSIS
  • Expert level skills with Microsoft Office Suite, with emphasis on Excel and Pivot Tables.
  • 1-3+ years of experience in the Banking or Financial Services industry preferred
  • Progress toward CFA, CPA, CAIA, CFM, DBA or other related designation preferred
  • Benefits you’ll love :

    We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!