Portfolio Analyst

Job overview

The Portfolio Analyst role is onsite in Beverly Hills, CA. The posting gives a pay range of $70,305 to $74,000 per year. Banc of California provides banking and treasury management services to business clients, including lending and deposit products. The analyst monitors borrower performance, evaluates credit and collateral information, and raises concerns to the portfolio team. Financial analysis and borrower risk assessments support credit decisions, portfolio oversight, and informed client relationships.

What you'll do

• Analyze borrower credit and collateral
• validate compliance with loan and security agreements
• perform financial, operational, valuation, and transactional analyses
• assist with underwriting modifications and renewals and credit committee presentations
• complete risk assessments
• maintain accurate information in bank systems
• produce internal deliverables
• work with portfolio company management teams
• travel to client sites.

What we're looking for

Skills & competencies

portfolio analyst

credit analysis

borrower risk

financial analysis

loan underwriting

client relationships

beverly hills ca

banc of california

$70,305–$74,000 per year

travel to client sites

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with company match and immediate vesting
• medical, dental, vision, AD&D, supplemental life, and long-term disability insurance
• HSA and FSA
• paid vacation, holidays, and volunteer time
• paid parental leave
• tuition reimbursement
• mentorship and leadership development.

Why this role

The posting prefers one to two years of related or public accounting experience and a bachelor’s degree in accounting, finance, or economics or relevant work experience or training.

About the employer

Banc of California is hiring for this role. Industry: Commercial Banking. Sector: 52.