Portfolio Analyst

Bitly

Portfolio Analyst monitoring and servicing assigned loan portfolios for Provide's Credit team. Responsible for managing portfolio risk and reviewing financial statements for business performance.

Posted 7/22/2026full-timeColumbus • Ohio • 🇺🇸 United StatesJunior💰 $48,100 - $96,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, including the review of financial statements and credit reports, while effectively communicating with stakeholders to address customer needs and business opportunities.

Highest-signal resume keywords

Financial Statement AnalysisCommercial UnderwritingPortfolio ManagementCustomer Service ExperienceExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRisk AssessmentCredit Report ReviewData AnalysisBusiness Tax Return ReviewPersonal Tax Return ReviewBalance Sheet AnalysisIncome Statement AnalysisCash Flow Statement Analysis

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationCustomer Engagement

Industry Keywords

Loan PortfolioCredit ServicesAsset ManagementTreasury ManagementDocumentation Preparation

About the role

Key responsibilities & impact

Complete account reviews from the assigned loan portfolio to determine risk profile
Oversee the collection of quarterly and annual financial statements
Collaborate with internal partners and customers to fluently answer and escalate questions about new financing and/or business opportunities
Communicate regularly with key stakeholders in critical areas, such as documentation preparation, credit services, treasury management, asset management, and credit administration, as it pertains to customers’ needs, products and services offered, and the loan process

Requirements

What you’ll need

Undergraduate degree in finance, accounting, economics, investments, business, data analysis, or related mathematical or quantitative discipline
Familiarity with business financial statements, including income statements, balance sheets, and cash flow statements
Experience in customer service or customer-facing roles
Excellent written and verbal communication skills, including comfort and confidence on the phone
At least one (1) full year of experience in commercial underwriting, portfolio management, or a similar financial analysis position (Bonus)
Experience reviewing personal credit reports, business tax returns, personal tax returns, and personal balance sheets (Bonus)

Benefits

Comp & perks

Comprehensive benefits
Differentiated compensation offerings