Webster Bank Logo

Webster Bank

Portfolio Analyst, Sponsor & Specialty Finance

Posted 9 Days Ago
Be an Early Applicant
In-Office
Boston, MA
80K-95K Annually
Junior
In-Office
Boston, MA
80K-95K Annually
Junior
The Portfolio Analyst manages a portfolio of borrowers, reviewing financial performance, ensuring compliance, and preparing reports while supporting new deal underwriting.
The summary above was generated by AI

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.  

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Major Duties & Responsibilities:

Portfolio Management for ~10-15 Existing Borrowers:

  • Monitor a borrower's financial performance trends and liquidity via the review and entry of monthly, quarterly, and annual financial statements into the bank’s internal portfolio management software
  • Review quarterly compliance certificates to ensure accuracy and completion
  • Engage with borrower CFOs (or similar position) to get more qualitative updates on performance
  • Listen to annual or other interim lender update calls and ask questions, when appropriate
  • Maintain borrower credit files
  • Ensure appropriate borrower risk rating
  • Prepare internal quarterly, semi-annual and/or annual review memos
  • Present internal portfolio review memos to senior credit executives at semi-annual review meetings
  • Work with the underwriting deal team to execute all amendments/waivers for existing borrowers

New Deal Underwritings:

  • In time and when appropriate, provide support on new deals in the following capacities:
    • Shadow deal teams on new deal underwritings and taking detailed notes on all diligence calls
    • Preparation of credit approval memos and modeling projected financial performance
    • Become familiar with related deal credit documentation

Education, Experience & Skills

 Required Qualifications:

  • A BS/BA, preferably in Accounting, Finance, Economics, or Mathematics
  • Prior internship or work experience in an Accounting/Finance/Banking-related position
  • The ability to answer unstructured business questions and work independently to drive tasks to completion
  • Strong analytical skills and proficiency with financial statements
  • High level of attention to detail
  • Ability to work well with others and on teams
  • Ability to work in a fast-paced environment
  • Superior written and verbal communication skills
  • Proficient in Microsoft Office, including Word, Excel and PowerPoint        

Other Desired/Beneficial Qualifications:

  • Internship working on leveraged loan transactions
  • Internship in the any of the BIS group’s subsectors at an investment bank or other institution
  • Financial modeling experience

The estimated salary range for this position is $80,000 USD to $95,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

#LI-EM1

#LI-HYBRID

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Top Skills

Financial Modeling
MS Office

Similar Jobs

5 Minutes Ago
Easy Apply
Hybrid
Boston, MA, USA
Easy Apply
50K-100K
Senior level
50K-100K
Senior level
Artificial Intelligence • Big Data • Healthtech • Machine Learning • Software • Database • Analytics
The Senior Program Manager oversees project planning and execution, ensuring programs meet cost, schedule, and performance objectives while managing risks and stakeholder relationships.
Top Skills: BusinessComputer ScienceEngineeringPmp Certification
6 Minutes Ago
Remote or Hybrid
Boston, MA, USA
137K-215K Annually
Senior level
137K-215K Annually
Senior level
Healthtech • Software • Analytics • Biotech • Pharmaceutical • Manufacturing
This role involves providing pharmacovigilance expertise, managing safety data, conducting signal detection, and leading safety monitoring activities. It requires collaboration with cross-functional teams and regulatory engagements.
Top Skills: MeddraMS Office
6 Minutes Ago
Hybrid
Cambridge, MA, USA
70K-110K Annually
Mid level
70K-110K Annually
Mid level
Healthtech • Software • Analytics • Biotech • Pharmaceutical • Manufacturing
Support Therapeutic Area Unit operations through project management for strategic initiatives, grants, sponsorships, and event planning while ensuring compliance and effective communication.
Top Skills: ExcelMicrosoft Office SuiteMicrosoft ProjectPowerPoint

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account