Portfolio Analytics Associate

Job DetailExperience Level StaffDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000018395Salary Type AnnuallyIndustry Asset ManagementSelling Points Contribute to impactful portfolio analytics in a dynamic financial environment. Collaborate with experts to optimize asset performance and drive innovation. Enhance your career with structured finance expertise and strategic initiatives.Job DescriptionPortfolio Analytics Associate OverviewLead portfolio analytics initiatives to optimize asset performance and drive strategic investment decisions in a dynamic financial services environment.Collaborate with cross-functional teams to enhance reporting workflows and ensure compliance with industry standards.Analyze diverse asset classes, cash flows, and risk factors to support structured credit investments.Develop robust data integrity systems to ensure accurate and timely reporting.Contribute to risk assessment frameworks and advisory ratings for structured product investments.Drive operational improvements and scalability through innovative process enhancements.Participate in strategic initiatives to advance portfolio analytics capabilities and foster innovation.Support asset onboarding, diligence coordination, and transaction funding activities effectively.Portfolio Analytics Associate Key Responsibilities & DutiesCoordinate transaction execution and compliance across investment teams, lenders, servicers, and trustees.Monitor and analyze asset performance, cash movements, and reporting deliverables with precision.Execute workflows across diverse asset classes, ensuring operational control and data integrity.Support deal onboarding, transaction funding coordination, and asset management processes.Collaborate with external stakeholders to review performance and identify opportunities for value enhancement.Manage lender reporting, loan covenant monitoring, and compliance with credit agreements.Analyze collateral data, deal structures, and performance metrics to assess risks and develop internal ratings.Contribute to the development of risk frameworks and scorecards for evaluating structured product investments.Portfolio Analytics Associate Job RequirementsBachelor of Science (BS) degree required; CPA/CFA designation or MBA preferred.Minimum of 3 years of experience in asset-backed finance; 6 years preferred.Advanced proficiency in Excel and strong analytical and financial skills essential.Proven ability to manage multiple tasks, prioritize effectively, and maintain meticulous attention to detail.Excellent communication skills with the ability to collaborate across teams and stakeholders.Demonstrated intellectual curiosity and motivation with a keen interest in financial markets.Experience with structured credit investments and risk assessment frameworks preferred.Adaptability to dynamic environments and ability to learn quickly and operate in ambiguity.