Webster Bank · 2 days ago
Portfolio Analyst
MA Boston
Full-time
Hybrid
Entry, Mid Level
$85K/yr - $100K/yr
1+ years expWebster Bank is a leading commercial bank founded in 1935, dedicated to helping individuals and businesses achieve their financial goals. As a Portfolio Analyst, you will conduct financial and business due diligence on healthcare service companies and manage the financial performance of a portfolio of healthcare accounts.
Banking
Responsibilities
Key responsibilities include company and industry research, financial modeling & analysis, and portfolio management support
Analysts help prepare internal credit memos and will be part of a team that presents the underwriting diligence and portfolio management results to an investment committee
There is opportunity for increased responsibility as the Analyst progresses from execution and portfolio support to eventually leading key elements of the transaction execution process
Throughout the underwriting and portfolio management processes, the Analyst will interact with multiple stakeholders such as sponsor coverage teams, credit professionals, capital markets, private equity sponsors, company management, and investment bankers, as well as legal counsel, loan closers and operations personnel
Qualification
Required
Bachelor's Degree in Business, Finance, Accounting, Economics, or equivalent work experience
Superior written and verbal communication skills
Strong analytical skills and proficiency with financial statements
Ability to work in a fast-paced environment with little supervision
Proficient in Microsoft Office, including Word, Excel and PowerPoint
Preferred
Bachelor's Degree in accounting, finance, business or related discipline. MBA considered a plus
1-3 years' experience in leveraged finance at a commercial or investment bank with strong commercial credit experience
Experience underwriting leveraged loan transactions
Benefits
Incentive compensation
Company
Webster Bank
Webster is a commercial bank that provides financial services to corporations, individuals, families, and partners.
1001-5000 employees
H1B Sponsorship
Webster Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (5)
2022 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$653MKey Investors
Greystone
2025-09-11Post Ipo Debt· $350M
2024-12-02Post Ipo Debt· $303M
2002-10-17IPO
Leadership Team
Neal Holland
Chief Financial Officer
D
Daniel Gioia
Sr. Managing Director
Recent News
Hartford Business Journal
2025-11-06
How to prevent transformation outcomes from quietly collapsing | CIO
2025-11-03
Company data provided by crunchbase