Intermediate Portfolio Manager - CPM (Credit Portfolio Management)
Core
Lead quantitative analysis and portfolio research to strengthen credit decision-making, risk management, and strategic planning for commercial credit portfolios.
Role type
Intermediate IC quantitative analyst (credit portfolio management)
Builds
Actionable risk insights, portfolio performance assessments, and monitoring frameworks for senior leadership and business partners.
Domain
Banking / Credit Risk / Quantitative Analytics
Deliverable
dashboards & analysis
Required skills
Quantitative analysis, SQL, Python/SAS/R, Tableau/Power BI, data visualization, Excel, PowerPoint, credit risk modeling, portfolio performance measurement
Preferred skills
Commercial banking experience, cloud-based analytical platforms, data warehouse architecture, credit migration analysis, early warning indicators, peer benchmarking
Technologies
SQL, Python, SAS, R, Tableau, Power BI, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Lead quantitative analysis of portfolio performance and risk concentrations; Develop insights from internal/external data sources; Recalibrate portfolio tolerances and monitoring frameworks; Partner with Treasury, Finance, and Credit Risk stakeholders; Develop and maintain analytical reporting and dashboards; Present risk insights to senior leadership
Seniority
Intermediate, hands-on IC
