Senior Analyst, Portfolio Management

Webster Bank

Senior Analyst in Portfolio Management at Webster Bank handling commercial banking solutions and ongoing portfolio management. Engaging with clients and internal stakeholders to support credit quality and risk management.

Posted 7/16/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong analytical skills and attention to detail in financial statement review and compliance management. Proficient in Microsoft Office, particularly Excel for financial modeling, with the ability to communicate effectively with senior management and clients.

Highest-signal resume keywords

Financial Statement ReviewFinancial ModelingRisk Rating AssessmentRegulatory ComplianceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit ManagementData Integrity ManagementPortfolio ReviewCovenant Maintenance

Soft Skills

Interpersonal SkillsAnalytic SkillsAttention to DetailIndependent WorkProblem Solving

Tools & Technologies

Microsoft Office SuiteExcelWord

Industry Keywords

BankingCredit RiskComplianceFinancial StatementsBusiness Analysis

About the role

Key responsibilities & impact

Review, spread, and maintain periodic financial statements and compliance certificates.
Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance
Ensure the timely completion of renewals, annual reviews, and interim analysis.
Ensure borrower is assigned an appropriate risk rating
Present internal portfolio review memos to senior credit executives at periodic meetings
Execute all amendments/waivers for existing borrowers
Maintain ticklers, covenants, and borrower credit files
Maintain customer information and data integrity on bank systems
Ensure compliance with all regulations, policies, and procedures
Generate new ideas and recommendations for continuous process improvement
Represent Webster Bank as a brand ambassador at business and charitable events
Participate in special projects on an as-needed basis.

Requirements

What you’ll need

Bachelor’s degree
2-5 years of prior professional experience or equivalent; professional experience in a banking credit management position is preferred
Excellent analytic skills and attention to detail
Strong written and verbal communication skills
Strong competency in Microsoft Office suite – including Excel and Word; experience with financial modeling is required
Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management
The ability to answer unstructured business questions and work independently to drive tasks to completion.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities
Incentive compensation