Portfolio Analyst
Square 1 Bank - Durham, NC

This job posting is no longer available on Square 1 Bank. Find similar jobs: Portfolio Analyst jobs - Square Bank jobs

Job Description:
Are you ready to join a team staffed by some of the
brightest minds in business — a tight-knit group of
contributors and leaders that love what they do? At
Square 1 Bank, we are a community of passionate,
innovative and creative thinkers and doers. Our
fast-paced, collaborative culture centers on integrity,
ownership, respect and results, and encourages both
individual thought and teamwork. As a result of our
growth, we’re looking to add new Squares to the mix to
help drive our business forward.
Square 1 isn’t your typical bank, and for some, what we
do and how we do it is often hard to explain. Put
simply, Square 1 is a commercial bank focused on serving
the needs of entrepreneurs and the venture capital
community. To our clients, we’re more than that. We are
valued partners and trusted advisors. To each other,
we’re more than just coworkers. We are a team – focused
on the same common goal of finding new and valuable ways
to help our clients succeed.
And yes, we work hard, but we’re also pretty good at
having fun, too. From NERF gun battles to mid-afternoon
games of pool, we know that all work and no play makes
for a very boring day! Also, there’s something for
everyone near Square 1 HQ at the historic American
Tobacco Campus in downtown Durham, NC – catch a Durham
Bulls baseball game or a Broadway show at the DPAC. Take
a midday workout break downstairs at the YMCA, or shoot
some hoops at The Cage, a covered outdoor court.
You should love what you do. Let’s get started.
POSITION SUMMARY
The Portfolio Analyst will assist Venture Bankers in
performing due diligence on and underwriting of
technology and life science companies for venture debt
facilities. The Portfolio Analyst will also be
responsible for compliance monitoring of existing
borrowers’ loan accounts as well as the assessment of
overall credit risk in the portfolio. Successful
candidates will work well in a team environment, possess
a strong understanding of accounting, and have
experience in financial analysis.
ESSENTIAL JOB FUNCTIONS
  • Performs financial statement analysis
  • Provides on-going monitoring of a portfolio of loan
accounts for loan agreement compliance and
assessment of overall credit risk in the portfolio
  • Reviews draft agreements for consistency with
approvals
  • Uses electronic forms and databases to compile data,
analyze data and generate reports for credit risk
assessment
  • Uses word processing and spreadsheet software and
collaborate with Venture Bankers in the preparation
of loan approval proposals
  • Writes credit approval proposals
  • BA required or equivalent work experience
  • 2+ years related experience
  • Creative and strategic thinker with excellent
problem solving and organizational skills
  • Ability to exhibit professionalism and a positive
attitude under pressure
  • Ability to work independently yet collaborate
cross-functionally in a team environment
  • Superior oral and written communication skills
  • Ability to handle multiple priorities, projects and
relationships simultaneously
  • Proven success in managing large client accounts
  • Systems and Software Used: Microsoft Office - EXCEL,
Word, PowerPoint, Outlook
Square 1 Bank promotes and enforces an active policy
of Equal Employment Opportunity (EEO) for all
individuals without regard to race, color, religion,
sex, age, national origin, sexual orientation or
disability.
Req. Code : 391
Division/Department : Square 1 Bank Human Resources
% of Travel Required : None
Skills : Banking/Financial - > Banking Operations,
Compliance, Risk & Audit, Venture Capital, Client
Service, Commercial Banking
Administrative Support - > Heavy Phones
Computer Programs - > Microsoft Powerpoint, Microsoft
Outlook, Microsoft Excel

Square 1 Bank - 30+ days ago - save job - block
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