Senior Portfolio Performance Analyst
Core
Senior individual contributor analyzing portfolio performance and translating complex credit and capital markets information into actionable recommendations for senior leadership.
Role type
Senior IC portfolio performance analyst (capital markets)
Builds
Insights on NFS portfolios, securitized portfolios, forward flow partnerships, joint ventures, and acquired whole-loan portfolios
Domain
Financial services / Student loans / Capital markets
Deliverable
dashboards & analysis
Required skills
Portfolio management, Credit analysis, Capital markets experience, Risk analysis, Financial modeling, Data analysis, Strategic communication, Stakeholder management, Analytical frameworks, AI tools
Preferred skills
Rating agency methodologies, Structured finance tools (Intex), Snowflake, Power BI, Forecasting, Scenario analysis
Technologies
Excel, SQL, Snowflake, Power BI, Intex
Responsibilities
Partner with Capital Markets and stakeholders to understand business objectives and support decision-making; Monitor portfolio performance, emerging trends, risks, and covenant thresholds; Investigate complex portfolio and credit questions and communicate findings to leadership; Develop and maintain analytical frameworks for evaluating portfolio performance; Define reporting requirements and partner with Business Intelligence on dashboard development; Use AI and modern analytical tools to accelerate research and analysis.
Seniority
Senior, hands-on IC