Portfolio Analyst - Join a Thriving Financial Services Firm in Staten Island, NY

Are you a detail-oriented finance professional with a passion for credit analysis and portfolio management? Robert Half is proud to partner with a rapidly expanding financial services company in Staten Island, New York, to find a skilled Portfolio Analyst. This full-time, hybrid role offers a competitive salary range of $110,000 - $120,000 annually, plus an outstanding benefits package. If you have 4+ years in credit analysis, loan restructuring, or portfolio monitoring, this is your chance to advance in a collaborative, stable organization focused on growth and innovation in the financial sector.

About the Role

As a Portfolio Analyst, you will play a critical role in managing and optimizing a portfolio of restructured loans and commercial credits. Located in Staten Island, NY, this position combines rigorous financial analysis with strategic risk management, allowing you to make a tangible impact on the company's lending decisions. Our client is a dynamic financial services leader experiencing rapid expansion, providing a supportive environment where your expertise in financial modeling and risk assessment will drive success. With a hybrid work model, you'll enjoy flexibility while contributing to high-stakes portfolio reviews and compliance efforts. This role is ideal for professionals seeking long-term career growth in commercial lending and credit workout strategies.

Key Responsibilities

Your day-to-day will involve hands-on analysis and collaboration across teams. Key duties include:

• Analyzing and monitoring a diverse portfolio of restructured loans and commercial credits to ensure optimal performance.
• Conducting in-depth credit analysis, comprehensive risk assessments, and continuous portfolio reviews to identify potential vulnerabilities.
• Tracking loan repayment performance, spotting emerging trends, issues, and variances that could affect portfolio health.
• Preparing detailed, regular portfolio reports with actionable recommendations to mitigate risks and enhance returns.
• Partnering closely with internal teams on underwriting, compliance, and lending decisions to support overall business objectives.

These responsibilities demand precision, foresight, and a proactive approach, making this an exciting opportunity for seasoned analysts in Staten Island's competitive finance job market.

Required Qualifications

To excel in this Portfolio Analyst position, candidates should possess:

• At least 4+ years of hands-on experience in credit analysis, loan restructuring, workout scenarios, or portfolio management within financial services.
• Strong analytical prowess and advanced financial modeling skills to handle complex datasets.
• Demonstrated experience in monitoring loan performance metrics and repayment activities.
• Bank credit training strongly preferred, providing a solid foundation in commercial lending practices.
• Excellent verbal and written communication skills, with the ability to distill complex financial data into clear insights for stakeholders.

Robert Half specializes in connecting top talent like you with premier opportunities. Keywords for your search: Portfolio Analyst jobs Staten Island NY, credit analyst careers, financial modeling roles, hybrid finance positions New York.

Why Join Us?

Our client's commitment to employee success sets them apart in the Staten Island financial landscape. Enjoy a competitive salary of $110,000 - $120,000, hybrid flexibility, and a robust benefits package including health, dental, and vision insurance, plus generous paid time off. This stable yet growing firm fosters a collaborative culture where your contributions directly influence portfolio strategies and company expansion. Staten Island offers a vibrant community with easy access to NYC, lower living costs, and a high quality of life—perfect for balancing professional ambitions with personal pursuits.

Robert Half streamlines your job search with expert recruitment support. To apply, email your resume in Word format or contact Rich Singer, CPA at 848-202-7970. Don't miss this premier Portfolio Analyst role—apply today and elevate your finance career with Robert Half!