Senior Portfolio Analyst – Debt Capital Markets

American AgCredit

. Collaborate with the Debt Capital Markets Leader on underwriting activities for a buy-side debt portfolio .

Posted 9/17/2026full-timeRemote • United StatesSenior💰 $98,644 - $171,888 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in credit and financial analysis, including cash flow, balance sheet, and profitability assessments, while effectively collaborating with Relationship Managers and cross-functional teams. Proficient in preparing credit packages and conducting ongoing financial reviews to support decision-making processes.

Highest-signal resume keywords

Credit AnalysisFinancial ModelingSalesforceNCinoFCA Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBusiness ValuationCredit ReportingLoan DocumentationData AnalysisExcelCash Flow AnalysisBalance Sheet AnalysisProfitability AnalysisLiquidity Analysis

Soft Skills

Strong Communication SkillsInterpersonal SkillsAnalytical SkillsOrganizational SkillsPersuasive Skills

Tools & Technologies

SalesforceNCinoExcelWord Processing SoftwareEmail Software

Industry Keywords

Debt Capital MarketsAgricultureAgribusinessBanking PoliciesFCA Regulations

About the role

Key responsibilities & impact

Collaborate with the Debt Capital Markets Leader on underwriting activities for a buy-side debt portfolio
Perform business and economic analyses, financial analysis and modeling, and business valuations
Process loan applications and prepare credit reports and loan legal documentation
Prepare and present credit packages to Relationship Managers and committees
Develop credit information for new loans, renewals, loan servicing, and restructuring actions
Co-sponsor credit recommendations with Relationship Managers
Review credit and financial information, analyze financial statements and forecasts, and assess creditworthiness
Prepare complete credit packages for loan committee review and decisioning
Perform credit administration and account servicing using Salesforce and nCino
Monitor assigned portfolios and conduct ongoing financial reviews
Keep Relationship Managers informed of financial trends and compliance
Review credit agreements and loan and participation documents
Respond to internal and external account requests
Maintain collaborative relationships with deal teams and cross-functional departments
Maintain expertise in assigned market segments and industry trends
Train and develop Association staff and review others’ work as assigned
Attend lender meetings and industry events as necessary
Work on other assigned projects and initiatives
Make independent decisions under the general direction of the Debt Capital Markets Leader

Requirements

What you’ll need

Bachelor’s degree in finance, business, or a related field is preferred
7 years of prior experience in credit/financial analysis work
Familiarity with accounting principles, banking policies, procedures, and processes
Demonstrated skills in cash flow, balance sheet, profitability, liquidity, and solvency analysis
General knowledge of agriculture and/or agribusiness is preferred
Demonstrated analytical and statistical skills to evaluate, prioritize, and categorize data in various formats
Working knowledge of Excel or similar spreadsheet and analytical software
Proficiency in organizing and prioritizing work to meet deadlines
Knowledge of FCA regulations, association, and district policies and procedures
Strong written and verbal communication skills
Strong persuasive and interpersonal skills
Proficiency using a PC, including word processing, email, and electronic spreadsheet software
Ability to perform basic office tasks and work in a typical office setting
Ability to work during established business hours, with occasional weekend and/or evening work
Ability to travel as required
Eligibility to work in the United States; visa sponsorship or transfer unavailable
Ability to lift and move items up to 25 pounds

Benefits

Comp & perks

Commitment to agriculture and the communities we serve
Family friendly work environment
Investment in employee development
Medical, Dental and Vision coverage
Outstanding 401k – automatic 3% employer contribution, plus match up to 6%
Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time)
Competitive Incentive Compensation Plan
Disability & Life Insurance
Employee mental, physical, and financial wellness programs
Bonus eligibility based on association and personal performance
Remote work arrangement
Office access if needed
Team meeting travel