Union Bank Portfolio Analyst - What Career Routes are Possible After This?

So I am about to graduate with my Master's in Finance and I was offered this job at Union Bank:

**"Reporting to the designated supervisor, the Portfolio Financial Analyst is responsible for supporting the Portfolio Management team for Union Bank – Community Development Finance (“CDF”). CDF provides real estate construction, permanent loans, and tax credit equity investments, and is a leader in affordable housing finance in California. Does this sound like you?

In this role you will work closely with and support the supervisor on the monthly accounting and finance process. You will assist in maintaining databases accuracy for reporting and financial analysis purposes, including developing and producing portfolio financial summaries, ensuring books and records / transactions are accurate and complete.

You will prepare transactions for the database (such as equity projection updates, tax return and financial statement updates) and month end reconciliations.
You will prepare a flux analysis of MoM changes and how these may impact the forecast and other PM team members.
Additional responsibilities may include invoice processing, check and wire preparation for Non-Interest Income and Operating Expense forecast.
You participate with monthly month-end close memo of notable items and track open items to follow up and resolve them.
You help with QuickBooks Fund Financials workpaper and VIE work product, including impairment workpapers, CDF sponsored fund financials, Bank Recons, UB sponsored fund related inquiries.
Collaborate with internal and external partners (such as SOX team, Corporate Tax Department, Business Unit Controllers, Investors, etc.)
You will support manager in efficiency projects, operational improvement projects, and other ad-hoc special projects and analyses as directed.
Participate in the review of the annual financial statement and tax return of the tax credit investment portfolio.
Includes assisting in the review of CDF’s Syndication Fund financial statement and tax returns, where CDF engages 3rd party <abbr title="Certified Public Accountants">CPAs</abbr>.
Analysis on how the annual financials and tax return of the tax credit investment portfolio would impact the forecast.
Complete audit confirmations.
Assist with the accounting and finance aspect of Disposition related matters (such as Disposition Memos, yield proof, expected cash flow analysis, etc.)"**

Does anyone have an opinion on what job opportunities I can pivot to after working in this role? I don't have job experience in a technical finance role but I do have experience through my master's program. I have had hardly any luck getting interviews for IB roles (just got one for a sales IB role... any thoughts on that?) and am looking to dive into the finance industry and hopefully set myself up to break into IB or trading as my ideal scenario. Maybe asset management.

Your thoughts would be greatly appreciated.

1 Comments
 

Aut consequatur fugiat quidem deserunt. Porro aspernatur quidem non reprehenderit aperiam voluptas. Quia et est laboriosam porro sit neque ad veritatis. Consequuntur harum nihil perspiciatis nostrum nihil dignissimos quia.

Vero aut perferendis ut est laudantium non aut distinctio. Quia explicabo sunt expedita veniam tempore rerum sunt. Voluptas asperiores maiores nostrum itaque voluptates consequatur.

Ea ratione voluptatibus et error aut voluptatum tempora. Debitis officia impedit natus.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”