Senior Portfolio Associate

Senior Portfolio Associate

Requirements

• Bachelor’s degree (business and/or data science/analytics related) with 2 – 4 years of experience in data management within a financial context; solid financial acumen.
• 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.
• Strong knowledge of and experience with analytic tools and programming languages (Python/R, and SQL with VBA a plus).
• Excellent command and proficiency of MS excel.
• Control focused and attentive to detail.

Responsibilities

• 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.
• Support with maintenance of BPF’s proprietary portfolio monitoring database and assess data quality & integrity on a continuous basis.
• 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.
• Participate in technology/automation initiatives to drive streamlined integration with internal partners, borrowers, investors, and third-party vendors.
• Identify, analyze, and interpret financial data and uncover trends within large/complex data sets.
• Identify various process improvement solutions and support with development of predictive analytic capabilities.

Preferred Qualifications

No preferred qualifications provided.