Portfolio Analytics, Associate Director

The Portfolio Analytics Associate Director is a key contributor towards operational effectiveness and efficiency leveraging technology-based solutions to streamline efficiencies, enable insightful program-level reporting, and support the reduction of investment and operational risk.

Requirements

• Perform routine data cleansing/pre-processing and automate data transformation processes
• Critically evaluate information provided from multiple sources – both internal and external – and reconcile discrepancies to ensure sound data quality
• Participate in technology/automation initiatives to drive streamlined integration with internal partners, borrowers, investors, and third-party vendors
• Support with maintenance of BPF’s proprietary portfolio monitoring database and assess data quality & integrity on a continuous basis
• Identify various process improvement solutions and support with development of predictive analytic capabilities
• Produce (and automate where possible) regularly scheduled and ad-hoc management reports to enable decision making for both internal and external stakeholders
• Assess new investor reporting requirements and support ongoing delivery
• Identify, analyze, and interpret financial data and uncover trends within large/complex data sets
• Willingness to learn and absorb complex lending structures and legal documents and translate economic and risk factors to financial models and tools used to manage the overall portfolio
• Demonstrated interest in and experience with operational enablement through technology
• Strong analytical and problem-solving skills, attention to detail, well-organized, self-starter, and able to multitask and deliver work products on short timeframes
• Clear, confident communication with stakeholders

Benefits

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account
• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance
• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program