Portfolio Analyst I

Job Description

Job Description

About Us

Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. Through a range of reverse mortgage solutions, we help customers shape the retirement they’ve earned while continuing to evolve how we serve and work together.

Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.

To learn more about us, visit

Purpose of Role

Responsible for supporting the Portfolio Management team in the analysis, implementation, and ongoing monitoring of investment portfolios by leveraging a deep understanding of financial markets, investment strategies, and analytical techniques.

Key Responsibilities and Expectations

• Conducts quantitative and qualitative analyses of portfolio investments.
• Prepares reports on portfolio performance for stakeholders and clients.
• Utilizes financial models to project future performance and evaluate risk.
• Monitors economic and market trends to inform investment strategies.
• Provides competitor analysis and identifies key differentiations.
• Assists in development of investor materials and presentations.
• Provides ad hoc reporting on loan performance and trends.
• Addresses queries regarding investment portfolios with accurate and timely information.
• Works closely with other departments, such as risk management and compliance, to ensure portfolio activities meet regulatory standards.
• Participates in regular team meetings to discuss market conditions, portfolio strategies, and operational efficiency.
• Performs other duties as assigned.

Reports To

• Senior Portfolio Analyst

Qualifications - Experience/Skills/Competencies

• Strong analytical skills and proficiency in financial modeling techniques.
• In-depth knowledge of financial markets and investment products.
• Proficiency with spreadsheet and database software, including advanced Excel skills.
• Ability to work effectively under pressure and manage multiple tasks.
• Strong attention to detail and precision in data analysis and reporting.
• Excellent verbal and written communication skills.

Qualifications - Education - Required

• Bachelor's Degree

Qualifications - Education - Field(s)/Profession(s)

• Finance, Economics, or related field.

Compensation

The base salary range for this position is inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate’s work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.

Additional Information

The application deadline for this job opportunity is 7/1/2026.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.