Howard Forehan
Portfolio Analyst | CFA Candidate
- Role
- Portfolio Analyst at Axos Bank
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Howard Forehan
CFA Level II candidate with a commitment to disciplined financial analysis and sound…
Experience
Portfolio Analyst
Aug 2025 — Present · San Diego, US
Perform detailed financial analysis of borrowers, including reviewing and spreading financial statements to assess creditworthiness.• Execute Covenant audits and collateral reviews to ensure proper asset monitoring and compliance with loan agreements.• Monitor commercial loan portfolio through covenant tracking, borrower inquiries, and collection of essential portfolio data.• Assist in developing and implementing credit monitoring policies and procedures to manage risk effectively.• Identify and mitigate potential credit risks in alignment with the institution’s credit culture and risk tolerance.
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