Analyst, Specialty Underwriting and Portfolio Management – Corporate & Sponsor Lending

Capital One

. Act as the primary account manager for a portfolio of approximately 15 loan accounts .

Posted 10/6/2026full-timeUnited StatesJuniorMid-Level💰 $119,400 - $149,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial statement analysis, credit risk management, and portfolio management, ensuring compliance with credit policies while effectively communicating account updates to senior leadership. Proficient in conducting thorough due diligence and financial modeling to support loan modifications and renewals.

Highest-signal resume keywords

Financial Statement AnalysisCredit Risk ManagementPortfolio ManagementFinancial ModelingDue Diligence

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Credit UnderwritingCovenant Compliance CalculationsRisk AssessmentFinancial ProjectionsData Analysis

Soft Skills

CoachingMentorshipCommunication

Industry Keywords

Loan AccountsCredit PoliciesAsset ManagementMarket Data AnalysisClient Reviews

About the role

Key responsibilities & impact

Act as the primary account manager for a portfolio of approximately 15 loan accounts
Evaluate accounts and credit facilities through financial statement analysis, spread reviews, covenant compliance calculations, and overall risk assessment
Ensure portfolio data is accurate, timely, and complete
Research and analyze industry and market data to complete financial projections
Ensure compliance with credit policies and procedures
Compile and synthesize loan, market, and company information for annual client reviews and non-material loan amendments
Support underwriting teams on material loan modifications, renewals, refinancings, and recapitalizations through due diligence, financial analysis, and financial modeling
Prepare and present account updates to senior leadership during quarterly portfolio reviews
Work with internal partners on closing process requirements
Participate in coaching, client calls, on-site visits, mentorship, deal shadowing, and formal career guidance

Requirements

What you’ll need

Bachelor’s Degree or Military Experience
At least 2 years of experience in credit underwriting, portfolio management or asset management
No sponsorship for a new applicant for employment authorization
Preferred: Bachelor’s Degree in Accounting or Finance
Preferred: Completed coursework or training in credit risk management

Benefits

Comp & perks

Performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI)
Comprehensive, competitive, and inclusive health, financial, and other benefits supporting total well-being