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Portfolio Data Analyst

By October 9, 2019May 18th, 2021No Comments

The Portfolio Analyst role is responsible for driving enhanced asset performance for both clients and invested capital. The Portfolio Analyst will become the primary point of contact for clients and servicers in a wide range of asset classes from Solar Loans to Income Share Agreements and Student Loans. This role monitors portfolio performance through trend analysis and profitability throughout the loan life cycle.

Working with internal partners and external parties the Portfolio Analyst recommends process improvements and implement strategies to drive increased revenues. The Portfolio Analyst role requires an individual be able to manage complex projects with multiple parties under tight deadlines. A successful candidate will possess a unique blend of project management, analytics, and financial services experience with a desire to work in a fast-paced changing environment.

Please submit your resume to [email protected]

Brian Cox

Author Brian Cox

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We provide industrial-strength solutions that optimize portfolio performance and satisfy rating agency reviews whether it be; master servicing, primary or backup. Our reporting includes trigger monitoring, data visualization dashboards and trend analysis. We manage complete waterfall cash management capabilities.