RELOCATION REQUIRED
The Keller Group is supporting its trusted client, a growing financial services firm, in its search for an experienced Senior Portfolio Management Analyst. This full-time, on-site position is based in Phoenix, AZ, and offers a wide range of responsibilities related to managing and analyzing a portfolio of investments. The role requires a strong understanding of financial reporting, risk management, and credit analysis. The candidate will work closely with internal teams and external stakeholders, providing critical analysis and insights to support decision-making processes.
Responsibilities:
- Serve as the primary point of contact for portfolio company finance teams
- Perform trend analyses on portfolio performance and recommend areas for further investigation
- Support credit risk evaluations
- Assist with the valuation of loan and equity assets
- Contribute to internal and external reporting efforts and provide support during audits, credit memos, loan amendments, and diligence calls
Qualifications:
- Bachelor's degree in finance, accounting, or a related field
- At least 2 years of relevant experience, including proficiency in financial statement analysis
- Strong Microsoft Excel skills and general business operations knowledge (sales, marketing, product development, etc.)
- Analytical mindset, attention to detail, and ability to work in a fast-paced environment
