Portfolio Analytics Associate

Portfolio Analytics Associate Overview

• Lead 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 & Duties

• Coordinate 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 Requirements

• Bachelor 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.