Portfolio Analyst
Chicago, IL 
Posted 22 days ago
Job Description
Portfolio Analyst
Requisition #: 35059
Sub Department: Banking Private Client Group
City: Chicago
State: IL
Added to system: 7/23/21 9:20 AM

Portfolio Analyst, Venture Banking Group

In this position, you will assist the banking and credit teams with the underwriting analysis for new and existing deals including monthly monitoring of venture portfolio including spreading financial statements, preparing sections of the deal memos and various data entry. You will test covenant compliance, prepare risk ratings and Compliance dashboards while assisting with loan closing process including working with other areas of the Bank to fully onboard client.

Primary responsibilities include:

  • Conduct financial analysis of statements on a monthly basis, test financial covenants, and inform RMs and Venture Bankers of relevant trends in financial performance and key metrics
  • Assist with preparing credit memos for new deals as well as working with other Bank departments to fully onboard the client
  • Track deal structures, items related to pricing, reporting and covenant requirements related to existing portfolio
  • Exhibit general knowledge of Bank's products and services and work with Bank's client services and treasury management teams to provide excellent customer service


  • 1 year of relevant experience preferred
  • Bachelor's degree (BA, BS, BBA, etc.) from four-year college or university required
  • Must be detail oriented, analytical and organized
  • Ability to work collaboratively across various departments
  • Team player, positive attitude, willingness to learn
  • Proficient in Microsoft Office

Employee Benefits:

  • Competitive BONUS program
  • Excellent health benefits with award winning wellness program
  • Tuition and gym reimbursement
  • 401K with company match
  • Pet Insurance

Join a winning team! Signature Bank has appeared on Forbes' Best Banks in America list for the eleventh consecutive year in 2021.

Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. In 2018, the Bank expanded its footprint on the West Coast with the opening of its first full-service private client banking office in San Francisco. The Bank's growing network of private client banking teams serves the needs of privately owned businesses, their owners and senior managers. Signature Bank offers a wide variety of business and personal banking products and services.

View available Careers with Signature at

We are an Equal Opportunity Employer.

We do not sponsor work visas

First Time Applicants

If interested, please submit your resume online. This is the fastest and most reliable way to be considered for any of our positions. Incomplete applications or those missing required information will not be considered.

*Signature Employees - Do NOT use this site. Please apply via the Workday login page or contact Human Resources - Staffing if you have questions.


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
1+ years
Email this Job to Yourself or a Friend
Indicates required fields