Portfolio Analyst

Role Overview

This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving analytics and insights that directly influence lending strategy, portfolio performance, and risk governance. The position focuses on advanced portfolio analysis, forecasting, and early warning indicators to identify emerging risks and optimize loan performance across products and segments.

What You Will Do

Analyze delinquency, charge-offs, loss trends and concentration across lending portfolios, monitor portfolio performance, identify emerging risk trends/signals, and conduct quantitative and qualitative analysis to support risk-related decision-making processes.

Why It Might Be a Fit

Ideal for a data-driven risk professional looking to make a visible impact in a highly collaborative, strategic role with opportunities for growth and development.

Requirements

• Bachelors Degree, or commensurate experience
• 3+ years' experience in credit risk, portfolio risk, or financial services analytics
• Prior experience working in a consumer loan underwriting, operations or processing role within a bank or credit union
• Experience with SQL, Tableau, Power BI, Looker, nCino or similar BI tools
• Proficiency within Microsoft Office Suite with advanced Excel and PowerPoint skills

Benefits

• 25 days of paid time off and 10 paid holidays
• 16 hours of paid Volunteer Time Off
• 401K Retirement with up to 6% employer match
• Excellent Health, Dental, Vision insurance, including multiple plan options
• Health Savings Account with generous employer contributions
• Employer paid Life insurance, Short-Term and Long-Term Disability
• Tuition Reimbursement from $4,000 - $7,000 per calendar year
• Robust Learning and Development program with an annual professional development stipend