Senior Portfolio Performance Analyst
Core
Senior individual contributor analyzing portfolio performance and translating complex credit and capital markets information into actionable insights for senior leadership.
Role type
Senior IC portfolio performance analyst (capital markets)
Builds
Actionable recommendations and analytical frameworks for NFS portfolios and capital market partnerships
Domain
Finance + Capital Markets (Securitized portfolios, forward flow, joint ventures)
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Portfolio management, credit analysis, capital markets experience, risk assessment, data analysis, financial modeling, stakeholder management, independent problem solving
Preferred skills
Rating agency methodologies, structured finance tools (Intex), data platforms (Snowflake, Power BI), forecasting, scenario analysis
Technologies
Excel, SQL, AI tools, Snowflake, Power BI, Intex
Responsibilities
Partner with Capital Markets to frame key questions and support decision-making; Monitor portfolio performance, trends, risks, and covenant thresholds; Investigate complex credit and capital markets questions; Develop frameworks for evaluating portfolio drivers and risks; Define reporting requirements and partner with BI on dashboard development; Use AI and modern analytical tools to accelerate research and communication
Seniority
Senior, hands-on IC