Portfolio Management Analyst (Commercial Banking)

REMOTE Management Analyst (Commercial Banking) Needs to be local to: NY, CT, or NJ For immediate consideration use the link below: https://talentassistant.actalentservices.com/assistant/bookings/eCjgWw74 Job Description We are seeking a detail-oriented and analytically strong Portfolio Management Analyst to support a growing commercial banking and financial services team. This role is designed for candidates with a strong administrative and financial analysis , offering the opportunity to grow into a Portfolio Manager position over time. The ideal candidate will have experience supporting loan portfolios, working closely with credit, underwriting, and relationship management teams, and maintaining high standards of accuracy in a fast-paced environment. Responsibilities Support the day-to-day management of a commercial loan portfolio, ensuring accuracy, compliance, and timely follow-up. Conduct financial analysis, including review of financial statements, cash flow analysis, and borrower performance trends. Monitor loan portfolios for risk exposure, covenant compliance, and upcoming financial reporting requirements. Track and manage loan covenants, ensuring proper documentation and escalation of exceptions as needed. Assist with credit reviews, underwriting preparation, and ongoing portfolio reporting. Coordinate with internal stakeholders, including underwriting, credit, and relationship management teams, to ensure seamless workflow. Maintain organized and audit-ready credit files and loan documentation. Identify opportunities to improve processes, reporting accuracy, and operational efficiency. Support relationship managers by preparing materials for client meetings and portfolio reviews. Essential Skills Prior experience supporting portfolio management, commercial banking, private banking, or financial services teams. Strong understanding of financial statements such as income statements, balance sheets, and cash flow. Experience with loan portfolio monitoring and covenant tracking and compliance. Proficiency in cash flow analysis and financial performance evaluation. Experience in borrower/client relationship management practices. Additional Skills & Qualifications Experience in document management and loan processing. Ability to improve operational efficiency and reporting accuracy. Work Environment The position follows a Monday-Friday schedule, from 9:00 AM to 5:00 PM EST. While this is a remote role, candidates must be based in New York State and be willing to attend client meetings or in-office events in and around Poughkeepsie, NY. The role offers a clear path toward advancement into a Portfolio Manager position, providing high-performing individuals with the opportunity to take on increased portfolio ownership, client interaction, and credit decision-making responsibility over time. Job Type & Location This is a Contract to Hire position based out of Poughkeepsie, NY. Pay and Benefits The pay range for this position is $28.85 - $36.06/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully remote position.

Application Deadline This position is anticipated to close on Jun 18, 2026. About Aston Carter Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

San Francisco Fair Chance Ordinance:

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.