Analyst, Underwriting & Portfolio Management

Capital One
Boston, Massachusetts
Jul 30, 2022
Aug 28, 2022
Full Time
100 Summer (21021), United States of America, Boston, Massachusetts

Analyst, Underwriting & Portfolio Management

The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports the Institutional Specialties Secured line of business.

Institutional Specialties Secured portfolio includes structured CRE products and credit facilities secured by portfolios to Real Estate Investment Funds ("REIFs") and Real Estate Investment Trusts ("REITs").

As an Analyst, Underwriting & Portfolio Management, you have oversight from more experienced members of the team, but contribute to transactions in a meaningful way. This particular position would help support a sub-segment of this portfolio including master repurchase agreements (MRA) and note on note products.

Primary portfolio responsibilities may include :
  • Demonstrate ownership of a portfolio of existing customers with minimal guidance
  • Serve as single point of contact for data updates associated with the debt fund reporting portal (Debt Fund Book) including reviewing and inputting new advances and payoffs
  • Maintain the CLO Pricing Database
  • Assist Asset Managers and Relationship Managers with general portfolio information requests
  • Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities
  • Maintain internal reports prepared for regulatory compliance reporting and monitoring internal CRE limits.
  • Respond to requests from internal audit and compliance
  • Interface with clients to obtain updated loan information and underlying loan documents
  • Ensure compliance with credit policies and procedures for existing accounts
  • Create and manage a tracking system for third party reports
  • Interface with internal loan operations, external counsel, and third-party custodians with respect to the transfer collateral

Additional Responsibilities may include :
  • Participate in internal initiatives to ensure the business is well-managed and operates efficiently

Basic Qualifications:
  • Bachelor's Degree or Military Experience

Preferred Qualifications:
  • Bachelor's Degree in Accounting, Finance, or other relevant fields
  • At least 1 year of experience in financial statement analysis
  • At least 1 year of experience in financial modeling
  • Previous experience in portfolio management
  • Completed coursework or training in credit risk management


At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).