Portfolio Analytics Associate

Overview

• Contribute to managing asset-backed finance platforms, loan portfolios, and structured products to maximize performance and ensure compliance with agreements.
• Collaborate with internal teams and external stakeholders to execute transactions and maintain data integrity across diverse asset classes.
• Support asset onboarding, diligence coordination, and transaction funding while enhancing operational efficiencies.
• Analyze and monitor asset performance, cash flows, and risk factors to inform investment strategies.
• Develop and maintain reporting workflows, ensuring timely delivery and resolution of discrepancies.
• Contribute to structured credit investments, including securitizations and loan portfolios, ensuring compliance and performance tracking.
• Enhance processes and systems to optimize efficiency and scalability in asset management operations.
• Participate in risk assessment and advisory rating development for structured product investments.

Key Responsibilities & Duties

• Coordinate between investment teams, lenders, servicers, and trustees to ensure accurate transaction execution and compliance.
• Monitor and analyze cash movements, asset performance, and reporting deliverables with a focus on data analytics.
• Execute workflows across multiple asset classes and counterparties, maintaining operational control and data integrity.
• Support asset management and new originations, including deal onboarding and transaction funding coordination.
• Collaborate with external partners to review performance and suggest value enhancements.
• Manage lender reporting, loan covenant monitoring, and compliance with credit agreements.
• Analyze collateral data, deal structures, and performance inputs to assess risks and develop internal ratings.
• Contribute to risk frameworks and scorecards for evaluating structured product investments.

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 Excel skills essential; strong analytical and financial skills required.
• Proven ability to manage multiple tasks, prioritize effectively, and maintain meticulous attention to detail.
• Strong 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.