Portfolio Management Associate, Data & Analytics
Core
Build code and data models to monitor capital mandates, own performance and scenario analysis, and create dashboards for lenders, investors, and senior management.
Role type
Associate, quantitative data analyst in capital markets
Builds
Automated monitoring pipelines, performance dashboards, and scenario analysis models for capital mandates
Domain
Capital Markets / Structured Finance / Credit Risk
Deliverable
production ML models
Required skills
SQL, Python, data visualization (Tableau/Power BI/Looker), financial analysis, cashflow modelling, version control, code review
Preferred skills
experience in structured finance, credit risk, or quantitative roles
Technologies
SQL, Python, dbt, Tableau, Power BI, Looker
Responsibilities
Write code to produce portfolio monitoring numbers and interpret results; Build and automate monitoring pipelines for performance and covenant tracking; Design and maintain executive dashboards; Conduct vintage, cohort, and loss curve analysis; Build scenario and sensitivity analysis models; Develop cashflow and waterfall models for decision-making
Seniority
Associate, 3-5 years experience
