Senior Portfolio Analyst – Debt Capital Markets
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Job Description
Senior Portfolio Analyst underwriting buy-side debt portfolios for American AgCredit, a national agricultural lending institution. Performing credit analysis, financial modeling, loan servicing, and portfolio monitoring.
Responsibilities:
- Collaborate with the Debt Capital Markets Leader on underwriting activities for a buy-side debt portfolio
- Perform business and economic analyses, financial analysis and modeling, and business valuations
- Process loan applications and prepare credit reports and loan legal documentation
- Prepare and present credit packages to Relationship Managers and committees
- Develop credit information for new loans, renewals, loan servicing, and restructuring actions
- Co-sponsor credit recommendations with Relationship Managers
- Review credit and financial information, analyze financial statements and forecasts, and assess creditworthiness
- Prepare complete credit packages for loan committee review and decisioning
- Perform credit administration and account servicing using Salesforce and nCino
- Monitor assigned portfolios and conduct ongoing financial reviews
- Keep Relationship Managers informed of financial trends and compliance
- Review credit agreements and loan and participation documents
- Respond to internal and external account requests
- Maintain collaborative relationships with deal teams and cross-functional departments
- Maintain expertise in assigned market segments and industry trends
- Train and develop Association staff and review others’ work as assigned
- Attend lender meetings and industry events as necessary
- Work on other assigned projects and initiatives
- Make independent decisions under the general direction of the Debt Capital Markets Leader
Requirements:
- Bachelor’s degree in finance, business, or a related field is preferred
- 7 years of prior experience in credit/financial analysis work
- Familiarity with accounting principles, banking policies, procedures, and processes
- Demonstrated skills in cash flow, balance sheet, profitability, liquidity, and solvency analysis
- General knowledge of agriculture and/or agribusiness is preferred
- Demonstrated analytical and statistical skills to evaluate, prioritize, and categorize data in various formats
- Working knowledge of Excel or similar spreadsheet and analytical software
- Proficiency in organizing and prioritizing work to meet deadlines
- Knowledge of FCA regulations, association, and district policies and procedures
- Strong written and verbal communication skills
- Strong persuasive and interpersonal skills
- Proficiency using a PC, including word processing, email, and electronic spreadsheet software
- Ability to perform basic office tasks and work in a typical office setting
- Ability to work during established business hours, with occasional weekend and/or evening work
- Ability to travel as required
- Eligibility to work in the United States; visa sponsorship or transfer unavailable
- Ability to lift and move items up to 25 pounds
Benefits:
- Commitment to agriculture and the communities we serve
- Family friendly work environment
- Investment in employee development
- Medical, Dental and Vision coverage
- Outstanding 401k – automatic 3% employer contribution, plus match up to 6%
- Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time)
- Competitive Incentive Compensation Plan
- Disability & Life Insurance
- Employee mental, physical, and financial wellness programs
- Bonus eligibility based on association and personal performance
- Remote work arrangement
- Office access if needed
- Team meeting travel
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