Portfolio Analyst
Provide
About Provide:
Powered by Fifth Third Bank, Provide empowers entrepreneurs to build their legacies. As the leader in tech-enabled financial services for aspiring and established small business owners, Provide offers an unmatched combination of industry expertise, personalized service, and customized financial products — enabling entrepreneurs to achieve their ownership dreams, realize financial independence, and strengthen their communities. Founded in a one-bedroom San Francisco apartment in 2013, Provide was acquired by Fifth Third in 2021, and in 2023, was named one of Fast Company’s Most Innovative Companies. Learn more at getprovide.com, and join the conversation on LinkedIn, Instagram, and TikTok.
Our team is growing:
Provide’s Credit team is looking for a bold, compassionate, and focused portfolio analyst to monitor and service an assigned portfolio and support the Credit team. In this role, you will focus on managing portfolio risk, reviewing financial statements, and identifying changes in business performance or risk profile.
As a Provide and Fifth Third Bank team member, you will be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. You will be accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. While operating within the risk appetites of Provide and Fifth Third Bank, you will be expected to achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
A day in the life:
- 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
Our newest teammate will have:
- 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
- Excellent written and verbal communication skills
Bonus points for:
- At least one (1) full year of experience in commercial underwriting, portfolio management, or a similar financial analysis position
- Experience reviewing personal credit reports, business tax returns, personal tax returns, and personal balance sheets
Position not available for immigration sponsorship
Portfolio AnalystTotal Base Pay Range 47,100.00 - 94,200.00 USD AnnualAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Columbus, Ohio 43215Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.