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Portfolio Analyst

Newport Beach, CA | Staff Augmentation

Post Date: 11/22/2017 Job ID: 16655 Industry: ACCOUNTING


Financial Additions has partnered with a premier company in search of a Portfolio Analyst. The role is contract only to start and will last 3+ months with a possible extension thereafter.


Duties and Responsibilities:
  • Prepares forecasts and analyzes trends in commercial mortgage finance, general business and industry conditions. Prepares loan submission reports for review by loan producers.
  • Responsible for analyzing information to prepare various reports and loan submission packages.
  • Handle commercial appraising, market analysis, and investment analysis.
  • Organizes, evaluates, interprets and summarizes data for reports.
  • Prepares a variety of analyses, statements and reports for management review; arranges for preparation of graphics or illustrations to include with research findings.

Qualifications and Requirements:
  • Bachelor' s degree required.
  • 1+ years of related experience.
  • Ability to calculate intermediate figures such as percentages, discounts, and/or commissions.
  • Intermediate to advanced MS Excel skills

Loren Sanders

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