Portfolio Services Analyst
Listed on 2026-03-06
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Finance & Banking
Risk Manager/Analyst, Financial Analyst
Our client is seeking a Portfolio Analyst to join their wonderful team. Hybrid workplace that prides itself on a great culture.
Primary Responsibilities- Manage portfolio modifications by generating transaction checklists, preparing necessary documentation, coordinating with deal team members and interested parties to ensure operational preparedness, and processing in the operating system.
- Generate and issue early lease termination and payoff quotes as requested by customers and/or internal functions.
- Prepare necessary documentation and coordinate and close early terminations and sales, and payoffs, with all interested parties and process in the operating system.
- Perform detailed reviews of customer corporate aviation insurance certificates to ensure compliance with lease and loan documentation, company policies and credit facility requirements.
- Work closely with U.S. and international customers, aviation insurance brokers and/or insurance companies to correct deficiencies.
- Track expiration dates for customers' insurance certificates and request renewals from the insurance parties and/or customers.
- Research insurance claims and coordinate the Company's approval process for requests submitted by customers and insurance representatives.
- Insurance subject matter expert for other functions within the Company and the primary interface with the Company's insurance carrier for guidance and to be informed of changes in the industry.
- Secure the Company's collateral position in accordance with standard operating procedures (including local aviation authorities, the International Registry and the UCC).
- Ordering articles of incorporation, good standing statuses and suits, liens and judgments searches based on guidance received from deal teams.
- Request UCC searches from 3rd party provider based on guidance received from deal teams.
- File UCC-1 financing statements and UCC-3 amendments, continuations and terminations with guidance received from deal teams, if applicable.
- Backup support to apply cash to customers' accounts and various other operations-related activities.
- Ad hoc tasks and projects.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO NoticeVaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application.
In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
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