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Washington, District of Columbia, United States • Hybrid
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The Portfolio Associate manages borrower reporting, covenant compliance, and financial analysis to support portfolio monitoring and risk management. They also collaborate with internal teams to ensure data integrity and assist in the preparation of portfolio reports and committee packages.
Candidates must have a bachelor's degree or equivalent experience, with 2 to 4 years of experience in financial analysis, credit risk, or portfolio monitoring. Proficiency in Excel and familiarity with portfolio management systems like Salesforce are required, along with strong analytical and communication skills.
Description
The Portfolio Associate supports the oversight and monitoring of OFN’s on- and off-balance sheet borrower loans and investments. This role performs financial analysis, compliance tracking, and portfolio reporting while delivering quality customer service to OFN borrowers. The Associate ensures data integrity, assists with borrower reviews, and provides analytical support for portfolio monitoring and risk management. This position requires strong attention to detail, analytical ability, and collaboration across OFN’s Investment Services teams.
OFN is the nation’s leading investment intermediary and network CDFIs serving rural, urban, and Native communities across the United States. With over $1 billion in total assets under management, OFN manages a national membership network of over 490 mission-driven lenders and CDFIs, including community development loan funds, credit unions, green banks, community development banks, minority depository institutions, and venture capital funds. OFN is a trusted investment partner to the public, private, and philanthropic sectors – foundations, corporations, banks, government agencies, and others. For more than 40 years, our team has helped partners invest in communities to catalyze change and create economic opportunities for people and places traditional finance doesn’t reach.
To learn more, visit www.ofn.org
People who work at OFN come from a variety of professional and academic backgrounds. If you have:
Come be a part of our growing diverse, highly committed, skilled, and collaborative staff. At OFN, we are dedicated to building a diverse, inclusive workplace, so if you are excited about this role but your experience does not align perfectly with every qualification, we encourage you to apply nonetheless. You may be the right candidate for this or other roles.
This position is based in Washington, D.C. All staff currently work a hybrid schedule.
Core Responsibilities:
Collaboration & Coordination
Requirements
Education and Experience:
Knowledge, Skills, Abilities, and Physical Requirements:
Supervisor: SVP, Credit Risk and Portfolio Management
FLSA Status: Exempt
The target salary range for this position is $61,000 - $80,000. The salary offered will depend on internal pay equity and the candidate’s relevant skills, experience, qualifications, and job market data. Exceptional performers in this role who make an outsized contribution can make well in excess of this range.
Salary is one part of OFN’s comprehensive total rewards package, which includes benefits like dental, health, and vision care plans, and family-building benefits like hybrid work arrangements to promote a better work-life balance. OFN also offers Lifestyle Spending Account, Employee Assistance Program, and mental health benefits. To maximize teammate financial well-being, OFN offers financial education and auto-enrollment in the company's 403(b) plan with employer contributions. To maximize professional growth, OFN provides professional development dollars for each employee, alongside learning and development opportunities.
Thank you for your interest in joining the OFN team in our effort and commitment to create opportunity for all.
Opportunity Finance Network (OFN) is the leading network of community development financial institutions (CDFIs) with a proven expertise in lending prudently and productively in unconventional markets often overlooked by conventional financial institutions. Working in rural, urban, and Native markets across the United States, we deliver sound financial returns and real changes for people and communities.
Offices: 901 D St SW, Washington, District of Columbia 20024, US · 123 S Broad St, 1930, Philadelphia, Pennsylvania 19109, US
Based on 875 listings with disclosed salaries, most administrative jobs in District of Columbia pay between $60k–$125k per year. Individual offers vary with seniority, company size, and specialization.
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