Credit Portfolio Analyst Resume Samples

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T Zboncak

Taya

Zboncak

4068 Cummerata Greens

Houston

+1 (555) 276 5431

4068 Cummerata Greens

Houston

Phone

p +1 (555) 276 5431

Experience Experience

Dallas, TX

Credit Portfolio Analyst

Dallas, TX

Reichert-Volkman

Dallas, TX

Credit Portfolio Analyst

The application should identify the major trends, issues, risks, strengths and weaknesses of the client/transaction, along with a complete assessment and recommendation
Review and/or prepare legal documents in conjunction with the Legal Department or outside counsel
Respond to various client requests as directed
Through industry knowledge, identify opportunities with both existing and prospect clients and discuss them with senior officers
Contact agent banks to seek new opportunities and to obtain useful information for new transactions
Evaluate clients/transactions for changes in risks and make recommendations on any risk rating changes or other measures to be taken
Conduct all Credit Activities as part of the ‘underwriting’/ customer/counterparty on-boarding and ongoing maintenance process mainly for those trading & marketing businesses where the London Credit & Trade Finance team is the relationship owner of the relevant parent company. These include

Los Angeles, CA

Icg-credit & Portfolio Analyst

Los Angeles, CA

Flatley LLC

Los Angeles, CA

Icg-credit & Portfolio Analyst

To be the first point of contact for all incoming credit requests, liaising with product management/relationship management/support areas across the globe
Responsible for industry analysis and developing domain expertise for focus industry segments including the preparation of industry studies
Monitor trading limits & exposures of companies to ensure that credit risk levels are within the firm’s risk tolerance
To be the first point of contact with CRMS and CRMA for dealing with excesses, unmatched items, and any other issues
Supervision of teams and taking final responsibility for quality control in the credit approval process
Take responsibility for the analysis of individual credits
Monitor stressed credits- monitoring obligors on monthly/quarterly basis

present

New York, NY

Firm-credit & Portfolio Analyst

New York, NY

McLaughlin and Sons

present

New York, NY

Firm-credit & Portfolio Analyst

present

Responsible for credit exposure management for risk management purpose by resizing lines extended and also securing credit exposure for Citibank
Participating in ad-hoc projects, preparing credit updates for senior management and portfolio bankers
Prepare financial forecasts and provide financial updates for credit reviews
Responsible for industry analyses and developing domain expertise for focus industry segments including the preparation of industry studies
Establish and maintain consistent standards and processes in credit analysis through interaction with industry specialists and analysts globally
Perform written credit analysis and recommend credit ratings for approval
Individual Contributor (IC)/Managerial: IC

Education Education

Bachelor’s Degree in Understanding

San Diego State University

Bachelor’s Degree in Understanding

Skills Skills

Strong multi-tasking ability, and be able to work effectively in a collaborative working environment to deliver results under multiple deadlines
Excellent inter-personal, and problem solving skills, be able to influence without authority
Working knowledge of statistical modeling, direct wholesale risk capital modeling experience
Strong presentation and communication skills
Proficiency in SAS, SQL, Excel, and / or Matlab programming
Solid understanding of various credit initiatives/policy actions within a credit risk management function, and their implications on credit risk capital
Working knowledge of various wholesale banking products, insights of the unique risk return characteristics of such products
Strong technical writing skills and experience in preparing documentation for regulatory review
Ability to bring both an academic and practical perspective to the role
Conversant on the over-arching Basel III framework with specialty on the wholesale credit risk component

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4 Credit Portfolio Analyst resume templates

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Rohq-credit & Portfolio Analyst Resume Examples & Samples

Graduate of Business-related courses, preferablyEconomics,AccountingorFinance; Post-graduate inBusiness, Finance or Accounting or FRM / CPA /CFA professional qualifications an advantage
Knowledge of or ability to learn quickly about corporate banking products such as loans, cash management products, derivatives, clearing / settlement and trade finance
Strong verbal and written communication skills, with fluency in English

Rohq-credit & Portfolio Analyst Resume Examples & Samples

Take responsibility for the analysis of individual credits and end-to-end responsibility of completion of annual renewals and classified credit reports in coordination with the credit officer
Prepare financial updates for credit reviews and use appropriate internal risk assessment methodologies to arrive at counterparty risk ratings
Regular classification monitoring to identify obligors to be classified
Provide updates to risk officers/portfolio managers on annual renewal status and complete ad hoc requests like DRMs/scorecards and deal support
Ensure that thebusiness unit adheres to firm policies, procedures and regulatory and legislative requirements
Business/Industry knowledge/competencies
Ability to relate macroeconomic trends and their impact on Citi’s Institutional clients
Strong written and oral communication skills and ability to articulate an opinion to analysts/risk managers globally
MBA or Graduate degree in business or finance with 3-4 years ofexperience
Credit risk analysis or fundamental analysis that helps to form a opinion on the underlying credit and how the view on credit might change based on industry/environmental changes

Rohq-credit & Portfolio Analyst Resume Examples & Samples

CPA/CFA/Post-graduate degree in a finance-related course is an advantage
Good knowledge of accounting, corporate finance, financial modeling, as well as some knowledge of credit and banking products, credit analytics, risk assessment and valuation
Proven ability to work independently and with a team

Csil-icg-firm-credit & Portfolio Analyst Resume Examples & Samples

To be the first point of contact for all incoming credit requests, liaising with product management/relationship management/support areas across the globe
2 years+ exp. In FI credit risk analysis
Candidate should have good experience within general credit risk, ideally with grounding in Financial Institutions and /or Public Sector, with knowledge of Citigroup Credit systems and ICG Risk Credit Policy and Procedures Manual being advantageous

Credit & Portfolio Analyst Girm Resume Examples & Samples

Organizing and analyzing sophisticated financials data used to analyze the credit quality of the portfolio
Prepare written recommendations and conduct economic/financial research to evaluate a company’s financial performance and compare this to overall industry and market trends
Work on quarterly and annual CCAR reporting and analysis
Broad understanding of GAAP accounting principles and finance concepts
Highly motivated, team player who is able to influence people and empower team members to be proactive and focused on partnership and results
Manage assigned projects in a timely manner, ensuring accuracy and that deliverables are met
Assist with the testing and implementation of appropriate technology solutions
Ability to work effectively with our business partners in the organization

Rpc-credit & Portfolio Analyst Resume Examples & Samples

Assist our internal business partners with automation of reports and presentations that are forwarded to Senior Management
Learn the functional and technical aspects of ACE and act as a backup for our Application owner
Help to create exception reporting and account reviews for the QC team on a monthly basis. This skill will involve Base SAS and SQL coding knowledge

Alternative Assets & Investments Credit & Portfolio Analyst Resume Examples & Samples

Work with senior risk managers on oversight of private equity and infrastructure investments
Cover a portfolio of investments, monitoring latest developments, producing ongoing analysis, tracking performance and assigning risk classifications
Prepare data analytics and reporting covering global private equity exposures
Review accuracy of Basel Classification and RWAs of Equity Investments
Prepare portfolio reviews and ad hoc presentations for senior management
Work with finance, risk managers and businesses on quarterly valuation and OTTI process
Work with Risk, Business, and Finance to improve accuracy of data, frequency, and content of portfolio reporting
Participate on CCAR, Stress Testing and other regulatory related projects
Liaise with Technology & Risk architecture on the implementation and enhancement of systems
3 to 4 years of experience of Risk Management and knowledge Corporate Finance (credit training from a major bank is a plus)
Excellent PC skills, especially Excel (pivot tables, lookup functions and associated analytics) and PowerPoint. Working knowledge of Bloomberg and CapitalIQ is a plus
Knowledge of / experience with equity valuation techniques (DCF, Comps, etc)
Proactive approach to problem solving and ability to meet tight deadlines
Strong communications and interpersonal skills; must be able to work well with people at all levels of the organization and as part of a small team. Good global network a plus
Ability to multi-task, prioritize and work under time pressure
Detail-oriented and focused
Quick learner able to work independently
Effective knowledge of Citi’s Risk policies and procedures is a plus

Icg-credit & Portfolio Analyst Resume Examples & Samples

Managing a group of analysts within the FIRM space for one of the industry teams
Building strong relationships with counterparts in FIRM units across regions
Coordination and communication with FIRM industry units
6-8 years of experience in analyzing FI borrowers, or being involved in the delivery of structured solutions to customers
Understanding of the dynamics of an industry
Cash flow and forecasting/stress testing analytics
Good knowledge of lending and treasury products
Team Management capabilities
Ability to lead a team and work in a team environment

Rohq Analytics Fi Credit & Portfolio Analyst Resume Examples & Samples

To ensure that key and relevant risks, as well as material changes relevant to the credit risk of the account are addressed
To periodically review financial results and statements to monitor operating performance, liquidity position and financial condition of new and existing customers to keep relevant parties appraised of material changes and events
To train and coach associates as required
CPA/CFA/Post graduate degree in a Finance related course
3-5 years of experience in credit research and analysis preferably gained from financial institutions or public rating agencies
Good knowledge of accounting and corporate finance, financial modeling, as well as some knowledge of credit and banking products, credit analytics, risk assessment and valuation
Proven ability to work independently and in a team; computer literate and familiarity with Microsoft Excel

Credit & Portfolio Analyst Partner Portfolio Risk Management Resume Examples & Samples

Bachelor’s degree required in Mathematics, Engineering, Statistics, Physics or relative quantitative discipline
3-5 years of experience in an analytical capacity preferred
Experience in consumer financial service industry or consulting firm preferred
Understanding of consumer credit risk management a plus
Understanding of Credit Card Profit & Loss Drivers preferred
Excellent written and verbal communication skills, and be able to prepare presentations for executive level audience
Good business acumen and the ability to connect analytics with business decisions
The following skills are required unless stated otherwise
SAS/SQL and/or understanding of Data Files & Data manipulation – experience in working with data and data manipulation tools
MS Office, PowerPoint, and EXCEL

Months FTC Credit & Portfolio Analyst Resume Examples & Samples

To support the underwriting team with assessing credit requests for new and existing IPB customers (both leverage and margin lending)
To support the underwriting team with assessing unsecured overdraft requests for new and existing UK Consumer (UKC) customers
To perform reviews of existing IPB and UKC credit lines to ensure that clients still meet the criteria to continue their use
Review and sanction collateral amendments to ensure adherence to credit policies and procedures
Maintain a good and efficient working relationship with our business partners in credit operations, product management, sales and customer service
To work flexibly to support the overall objectives of the Credit Risk team
To provide ad hoc support for various credit reporting for both IPB and UKC
To proactively put forward suggestions for change and improvement of existing processes
Strong experience in a financial services organisation serving private and/or retail clients
Related experience in a credit risk or secured lending environment
An active interest in financial markets
Workflow and time management
Capacity to handle high volumes
Ability to efficiently communicate with business partners
Ability to work unsupervised
Solid communication and written skills
Embracing of change

Rohq Analytics Credit & Portfolio Analyst Resume Examples & Samples

With industry specialization, to complete timely & quality reviews of large exposure names with minimal supervision
To demonstrate judgement on appropriateness of credit exposure, ratings and classification
To provide industry/geography focused analysis and expertise based on strong knowledge of industry structure and landscape, including peer comparison and industry outlook
To initiate and lead industry/portfolio reviews and stress testing, as needed
To train/coach analysts and associates (and review work as necessary) to ensure quality of output and consistency of standards and analysis; and implement industry and organizational best practices
At least 5-8 years of experience in credit research and analysis, preferably gained from financial institutions or public rating agencies
Proven ability to work independently and in a team; leadership qualities; computer literacy; familiarity with Microsoft Excel

Credit & Portfolio Analyst Global Industries & Regional Markets Resume Examples & Samples

Ideally candidates should have 3-5 years experience in credit risk analysis or corporate banking
A strong knowledge of accounting and corporate finance, financial modelling, credit and banking products, credit analytics, risk assessment, and transaction execution is essential
Excellent verbal and written communication skills are a must
Ability to work independently and in a team, accountability and a can-do attitude

Credit & Portfolio Analyst / Girm Firm Resume Examples & Samples

Scenario Plan
Cross Border Risk exposure and limits monitoring
IntraCiti administration and exposure monitoring
Local credit bulletins design and implementation
Coordination with FCR, IA and local regulators (CNBV) for reviews, quarterly monitorings, information requests, etc
Monitoring of portfolio: CSOL approvals, monthly OLE reporting, Third Pry Credit Risk
Monitoring of specific products: TTS and derivative portfolios
Special projects and presentations to Senior Managers
Participation in Credit Round Tables
Knowledge of risk disciplines and ICG Credit Risk Policies and Procedures to provide support in the design, implementation and monitoring of local policies, processes and controls
Excellent analytical skills to assess the different reports and provide insight of trends, challenge results and escalate when necessary to higher levels of the organization
Knowledge of risk infrastructure, including key credit processes and data flows to identify risks effectively and suggest controls
Proficiency in data mining tools to prepare reports to monitor the portfolio
Demonstrated negotiation and leadership skills to coordinate projects among the different participants from LARA, the ICG Relationship Managers, TTS, Product Teams, Legal, Compliance, FCR, IA, etc
Excellent verbal, written communication and presentation skills to effectively present to audiences of various constituencies complex material

AVP, Credit & Portfolio Analyst Resume Examples & Samples

Be the maker (in the maker-checker process) and coordinator of the quarterly risk metrics’ submission to the Board, Governing Body and CFTC – source data, understand variances and big drivers, work with Credit & Portfolio Risk Managers to understand and confirm changes in size or behavior
Be the maker (in the maker-checker process) and coordinator of the monthly risk metrics’ submission to the SEC – source data, understand variances and big drivers, work with Credit & Portfolio Risk Managers to understand and confirm changes in size or behavior
Create and maintain a comprehensive and accurate data retention repository of CGMI’s official submissions to the various forums and regulators
Track the resolution of exceptions and escalate aged items
Create a monthly log of CGMI-specific NPACs
Perform stress testing and concentration analysis on a regular basis or as conditions warrant
Help create ad hoc presentations for regulators, auditors and/or senior management
Assist in data pulls driven by regulatory or audit requests/reviews/exams
Work with Risk Architecture and Risk Technology to help improve reporting functionality for the legal vehicle
Support CGMI Risk Management with data sourcing and analysis as well as investigation of issues and/or other ad hoc projects as these arise (driven by internal or regulatory requests) – candidate will need to work closely with risk analysts and managers of other teams, inside or outside the Risk organization
Candidate should have 2-3 years’ experience within Credit and/or Market Risk, sound knowledge of the ICG Risk Policy, be comfortable with basic risk metrics (OSUC, VaR, Stress Impact etc) and accessing/ navigating Citi Credit Risk systems
Solid Microsoft Office skills are necessary, particularly in Excel (pivoting, graphing) and PowerPoint. Knowledge of querying databases is advantageous
Analytical ability
Good time management & ability to multi-task
Inquisitive, self-motivated, willing to learn

AVP, Credit & Portfolio Analyst Resume Examples & Samples

Strong analytical skills with good attention to detail, ability to provide big picture decision making and to mentor junior staff
Demonstrated aptitude for tackling analytical questions through quantitative modeling and the analysis and manipulation of large data elements
Ability to meet deadlines created due to business needs
Strong understanding of corporate finance required
Strong product knowledge required: working knowledge of the purpose and types of traded and derivative products
Solid understanding of Policies and Procedures impacting the Credit Risk mgmt framework
Strong written and verbal communication skills with ability to present analysis and recommendation in a succinct manner
Sound risk and business judgment on the full spectrum of risk issues including franchise risk
Independent problem solving skills
4 - 7 years credit risk experience
Ability to conduct onsite due diligence visits with relationship managers
Knowledge of various Capital Markets and derivative products and associated documentation

Girm-credit & Portfolio Analyst Resume Examples & Samples

Assess Citi products and their appropriateness for the obligors
Ability to identify key risks and material changes and highlight it to Risk Managers
Graduate (with 0-3 years of experience in finance & Accounting or
MBA/CA/US
CFA with 0-3 years’ experience
Strong relationship building across internal partners

Girm-credit & Portfolio Analyst Resume Examples & Samples

4-6 years of experience in analyzing corporate borrowers or being involved in the delivery of structured solutions to customers
Financial modeling experience – Excel spreadsheets
Good knowledge of corporate lending and treasury products
Good understanding of local and global financial markets and trends
Build strong relationship across all levels in Risk/Business

Firm-credit & Portfolio Analyst Resume Examples & Samples

Carry-out business and financial review of Citi counterparties in FIRM portfolio
Conduct sector and annual reviews at appropriate frequency
Monitor limits utilization and excesses for counterparties in the portfolio
Sound presentation skills as the analyst will be frequently involved in portfolio review presentation to senior credit officers
Responsible for industry analyses and developing domain expertise for focus industry segments including the preparation of industry studies
Monitor stressed credits - monitoring obligors on monthly/quarterly basis
Responsible for credit exposure management for risk management purpose by resizing lines extended and also securing credit exposure for Citibank
Same as above
Professional degree holders
2+ years of experience In FI credit risk analysis

Manager Credit & Portfolio Analyst Resume Examples & Samples

Maintain relations with various business teams to ensure smooth functioning of account review teams and exception reporting
Support QUEST users in case of issues with application
5+ years relevant experience in SQL, VB.NET, SSRS, SSIS and report creation
Technical expertise in data extraction, manipulation, and reporting
Base SQL, Teradata & UNIX

Junior Credit Portfolio Analyst Resume Examples & Samples

Create SQL queries, MS Access forms/reports, and VBA code to extract and manipulate large datasets
Produce recurring and ad hoc reports, presentations, and visual dashboards
Develop an understanding of data fields, sources, and business logic. Factor in relevant data to spot patterns and trends
Work with Accounting, Finance, Loan Servicing, and Financial Reporting on data reconciliation and variance analysis
Bachelor’s degree or higher with an emphasis on quantitative and programming skills
Must understand databases; SQL coding experience preferred
Advanced Excel skills required (vlookup, pivot table, minimal use of mouse)
Basic understanding of loan products
Knowledge of statistical analysis and data mining techniques a plus

Credit Portfolio Analyst Resume Examples & Samples

Prepare credit applications, including in-depth credit analysis, rating sheets, relationship profit/investment return analysis and any other requested or required forms or information needed to complete a proper assessment of the client/transaction
The application should identify the major trends, issues, risks, strengths and weaknesses of the client/transaction, along with a complete assessment and recommendation
Respond to various client requests as directed
Through industry knowledge, identify opportunities with both existing and prospect clients and discuss them with senior officers
Contact agent banks to seek new opportunities and to obtain useful information for new transactions
Monitor and report as required on any changes in industry/market trends
Assist Team Leader and other senior staff with other administrative and/or specific duties within the team, as assigned
Four-year college degree in Accounting, Business, Finance or Economics or strong quantitative background
1-3 years credit experience in a financial institution, with coverage experience in healthcare, pharmaceutical, medical and surgical equipment Industries sector a plus
Strong PC skills, including knowledge of MS Word, Excel and PowerPoint

Cafo Credit & Portfolio Analyst Resume Examples & Samples

The Liaison between USCCM and the Global Franchise Risk Architecture on the Credit Risk Capital Modeling and Reporting processes
Establish and maintain on-going transparent communications with Risk Architecture to achieve in-depth full understanding of the Citi-wide credit risk capital reporting process and all the related models, calculations and methodologies
Provide business feedback and opinion to drive appropriate practices in credit risk capital modeling for USCCM
The Oversight of the Regulatory and Economic Risk Capital Reporting process
Overseeing the credit risk capital reporting processes to ensure accurate and credible capital ratios that can support USCCM’s capital management and allocation efforts
Perform trend analysis on Credit Risk Weighted Asset (RWA) and capital drivers, provide explanations of any notable shift, and assist the Basel Data Submitters in escalating the corrections if the shift is due to data quality issues
Compile best-in-class reporting tools to brief Senior Management on RWA/Capital drivers for USCCM’s portfolios
Partner with Finance to ensure accurate RWA allocation between USCCM’s Retail and Wholesale portfolios
Derive in-business model driven (bottoms-up) economic and regulatory capital requirement and profile, reconcile to that calculated by the Global Risk Architecture (tops-down)
Review and Execute management control framework for Capital-related processes, risks, and analytics
The Advisor of Capital Implications for key strategic decision-making
Continuously seek and present opportunities to improve capital use efficiency revealed through the above capital analytics, with input/support from USCCM’s Credit Risk Management and Analytics teams
Provide Credit Risk Managers capital implications from various credit actions under consideration
Determine and advise the most impactful risk parameter(s) to improving capital profile/lowering capital charge for the USCCM portfolios
Perform analytics to understand the efficiency of capital usage of existing customers/customer segments
Develop review methodologies for third-party engagement opportunities, improving clarity on the financial stability, performance outlook, and risk-reward relationship of potential partners
The Promoter of CAFO’s team value-adding proposition
Uncover emerging opportunities to deploy cutting-edge capital analytics and advisory
Create cross-functional exchanges that promote CAFO’s ability and proposition in in-business strategic management
Manage tools that support team branding, development, and capital training across the organization
Working knowledge of statistical modeling, direct wholesale risk capital modeling experience a plus
Solid understanding of various credit initiatives/policy actions within a credit risk management function, and their implications on credit risk capital
Previous/active involvement in analyzing portfolio’s profitability and drivers on a loan by loan basis, be able to determine and exert the appropriate levers to improve the profitability
Conversant on the over-arching Basel III framework with specialty on the wholesale credit risk component
Thoroughly familiar with Commercial risk rating methodologies, regulatory classifications of commercial loans, commercial loan structures, and how these respectively drive the PD, EAD, and LGD expectations
Conversant with ALLL methodologies , including FAS5 and FAS114
Working knowledge of various wholesale banking products, insights of the unique risk return characteristics of such products a plus
Highly motivated, detail-oriented, self-starter, who can set priorities, take initiative and work both independently and proactively in a dynamic team environment
Excellent inter-personal, and problem solving skills, be able to influence without authority
Ability to bring both an academic and practical perspective to the role
Strong technical writing skills and experience in preparing documentation for regulatory review
Strong multi-tasking ability, and be able to work effectively in a collaborative working environment to deliver results under multiple deadlines
Proficiency in SAS, SQL, Excel, and / or Matlab programming
Bachelor’s degree in a quantitative discipline such as Statistics, Economics, Financial Engineering, or Sciences
1-3 years of Banking risk analytics or portfolio management experience
Highest ethical standards

Intmd Assoc Credit & Portfolio Analyst Resume Examples & Samples

Demonstrate leadership and integrity
Good technical analysis skills and the ability to provide big picture concepts to analysts
Solid time management skills; the ability to multitask and prioritize effectively and combine transacting with managing people
Candidates are expected to have strong communication skills, both oral and written; proven track record of successfully working with Senior Management
Prospective hires should be highly attentive to details, while being able to work under pressure and deliver timely and accurate results
Display a proactive approach to problem solving and the ability to meet tight deadlines
Individuals should demonstrate integrity and exercise sound decision-making skills while, at the same time
Must be very proficient with Excel
3-5 years Credit/Risk Experience or Management Experience

Credit Portfolio Analyst Resume Examples & Samples

Assist in the ongoing development of portfolio management strategies and execution of said strategies to proactively identify deteriorating credits with the knowledge/ability to escalate with options for restructure
Prepare and distribute timely and accurate portfolio monitoring reports to Relationship Managers, Underwriting Teams, Credit Officers, and Management (i.e. past due financial statements, covenant violations, upcoming expiring/maturing lines and loans, etc.)
Responsible for driving collection of financial statements for review through the Relationship Managers or direct client interaction
Analyze credit data and financial statements to determine the degree of risk
Understand cash flow, balance sheet, income statements, and tax returns (both personal and business) to determine credit worthiness
Coordinate workflow of line of credit/loan renewals, annual reviews, and other portfolio activities
Ability to develop the credit write-up to present loan renewal/restructure opportunities for approval
Exercise loan authority within established limits. Loan authority will be based on experience level and type of credit treatment
Perform critical post approval/booking certification functions to maintain data integrity and quality (i.e. risk rating/NAICS accuracy, CDT tracking, risk rating model submission, maintenance of client financial statements, etc.)
Closely monitor all asset quality measures including performance against tolerances
Keep abreast of industry and market trends and communicates these trends to peers and partners where appropriate
Execute the Third Party Management vendor financial review process performed by the Credit Campus
Periodic assignments related to the constantly changing risk management environments
Bachelor’s Degree with a preferred focus on Business course work, or equivalent work experience
Satisfactory understanding and knowledge of commercial credit policies, procedures, and loan systems
Familiarity with, and understanding of, commercial credit underwriting/approval methodologies and their use
Ability to work well individually as well as part of a team
Accomplished self-starter and well-organized in thought and action
Possess a process improvement mindset
Strong organizational skills, ability to set priorities in a multitask environment
Demonstrated business writing and communications/presentation skills
Satisfactory knowledge and proficiency in working with personal computers and business software (e.g. Microsoft Office - Word, Excel, Access and PowerPoint)

Gcg-cbna-credit & Portfolio Analyst Resume Examples & Samples

Strong analytical, quantitative skill
Proficient in MS Excel, MS Access/SAS or other database management tools/systems
Knowledge in programming is a plus
Thorough, highly attentive to detail

Intmd Assoc Credit & Portfolio Analyst Resume Examples & Samples

Ideally candidates should have some experience in credit risk analysis or corporate banking. Excellent verbal and written communication skills are a must
Ability to nativigate the Citi network and work effectively with our partners around the organization
Some financial modeling experience preferred
Those who do not meet these criteria may be considered for the role provided candidates have the necessary skills and experience.

Intmd Assoc Credit & Portfolio Analyst Resume Examples & Samples

B.S with concentration in accounting and/ or finance
Background in real estate preferred
Relevant work experience in risk management with emphasis on risk analysis and portfolio monitoring
Strong computer, analytical and quantitative skills including excel and power point
Strong writing, presentation and interpersonal skills
Knowledge of Citi systems as plus but not specifically required

Credit & Portfolio Analyst, Best Buy Resume Examples & Samples

Develop recommendations to adjust credit policies by analyzing credit and financial performance utilizing statistical scoring, segmentation, regression and simulation techniques
Implement initiatives to ensure consistency and compliance with credit policies
Utilize SAS in a UNIX environment to perform risk, financial and data analysis including profiling, sampling, reconciliation, and quality testing
Prepare risk management presentations for senior management that include analytics on portfolio performance, emerging trends and areas of opportunity
BA/BS degree in Quantitative Fields such as Economics, Engineering, Operations Research, Business Finance, or Mathematics (Master’s degree preferred)
2+ years experience in credit card risk management or equivalent training and experience preferably in the financial services industry
Must be highly organized and able to work in a fast paced environment managing multiple projects and possess strong interpersonal, organizational and analytic skills
Extensive knowledge of Python, R, SAS or SQL programming and literacy with MS Office software required

Assoc Credit & Portfolio Analyst Resume Examples & Samples

Develop an understanding of how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to varied clients
Successful candidates will be self-motivated and capable of independently driving results while effectively prioritizing responsibilities and multi-tasking
Individuals should demonstrate integrity and exercise sound decision-making skills while, at the same time, knowing when to seek assistance from colleagues
The ideal candidate will have strong quantitative skills and be able to learn quickly
Demonstrate integrity
Demonstrate an ability to adapt to an evolving environment and responsibilities

VP, Credit & Portfolio Analyst Resume Examples & Samples

Bachelors Degree is required (Masters Degree preferred) in Business, Mathematics, Economics, Statistics, Engineering or a similar quantitative discipline
2+ Years of experience in an analytical capacity is required for candidates with Bachelor degree
SAS / SQL , Profit &Loss Simulation
Experience with a modeling package such as SAS E Miner, Knowledge Studio, TreeNet, Residual modeling is a plus

Cbna GCG Credit & Portfolio Analyst Resume Examples & Samples

High ethical standards
Strong Analytical and Writing skills
Good Interpersonal and Communication skills
Preferably a graduate of Math, Statistics or Business-related course
Preferably with experience in handling a team
Knowledge in IT or programming a plus (SAS)

Assistant VP, Credit & Portfolio Analyst Resume Examples & Samples

Familiarity with risk metrics, including capital and stress testing, a plus but not required
Highly proficient with Excel. Formulas required. Experience with VBA a plus
Able to work with and navigate large data sets efficiently
Familiar with or willing to get familiar with programming languages (SAS, Java, R)
Curiosity and willingness to spend the time to figure out how processes work
Strong communication skills; able to distil complex concepts into simple terms
Not afraid to ask questions and will pro-actively inform managers of progress against tasks
Track record of driving processes for maximum efficiency without trading off effectiveness
Organizes facts in a systemic way; concisely highlights issues; offers action-oriented solutions

Credit Portfolio Analyst Resume Examples & Samples

Identifying and analyzing sector and macro issues which might pose a risk to the Trading & Supply (T&S) portfolio, providing recommendations and courses of action to key stakeholders and where appropriate the highest decision making body i.e. Credit Committee
Conduct all Credit Activities as part of the ‘underwriting’/ customer/counterparty on-boarding and ongoing maintenance process mainly for those trading & marketing businesses where the London Credit & Trade Finance team is the relationship owner of the relevant parent company. These include
Evaluation of new counterparties and re-evaluation of existing counterparties –performing Risk Assessment of new and existing customers through in-depth analysis of Business and Financial Risk to recommended Credit Terms (e.g. secured/unsecured, amount of open Credit Line) on which the T&S business should trade with the specific counterparty
Data Integrity – Update and maintain the relevant Credit & Trading systems through the Credit Assessment life cycle, updating new Credit Ratings and Open Credit Lines and communicating the outcome of assessments to relevant stakeholders, notably the Commercial Credit Managers and the T&S commercial business
Ownership and accountability for assessing and monitoring high risk/reward counterparties flagged through day to day business, as part of broader projects or via macro/sector or portfolio risks
Support respective Senior Credit Members in delivery of Credit Assessment at Credit Committee or other forums where approval is required at this level
Support the Commercial Business via delivery of Credit advice, provide interpretation of policy and guide the businesses on the principles of sound credit management. Keep up-to-date on issues within the businesses by having close relationships with the sales managers and reading information from industry sources
Coaching and partnering the Manila Team daily to ensure delivery of best-in-class Credit Re-Assessments