Job Description

Role Overview

The Analyst will support the portfolio management platform , with responsibilities across ongoing monitoring, risk oversight, reporting, and borrower interaction.

Key Responsibilities

Monitor portfolio performance

• Analyze borrower servicing reports and collateral data
• Track asset-level and facility-level performance metrics
• Conduct market and sector research, including esoteric and transportation assets

Operational and lending support

• Oversee client funding requests and facility usage
• Assist senior managers with borrower requests, waivers, and amendments
• Maintain communication with internal partners (Credit, Risk, senior management) and external parties (borrowers, co-lenders, regulators)

Reporting & analytics

• Prepare monthly, quarterly, and annual portfolio reports
• Support process improvement initiatives and data-management enhancements

Required Skills & Qualifications

• 2–5+ years of experience in banking, fixed income, structured products, rating agencies, or accounting
• Strong Excel and data management skills (pivot tables, databases, etc.)
• Familiarity with structured products (ABS, CMBS, RMBS, CLOs)
• Solid PowerPoint and presentation-creation skills
• Excellent business writing and communication
• Degree in Business, Finance, Accounting , or related field from a competitive program

Personal Attributes

• Proactive and self-directed; strong ownership mentality
• Highly analytical with exceptional attention to detail
• Clear and effective communicator
• Strong work ethic and collaborative mindset

***Salary- $160k-$170k Base

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

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