Portfolio Analyst
Position Summary:
Responsible for thoroughly analyzing and clearly communicating the characteristics of portfolios. This position will require extensive interface with both the Garnet transaction-management teams and counterparts at client firms for the analysis and compilation of data and the creation of suitable, transaction-specific analytic output.
Primary Responsibilities:
- Obtain data from clients, working both with client management and IT staff; identify required data and interface with client to ascertain availability and alternative satisfactory data elements
- Review data for inconsistencies, errors and missing critical information
- Analyze data, stratifying and highlighting value points
- Prepare concise and presentation-ready client and investor reports
- Review processes used to improve and enhance results
- Create models to produce and/or automate portfolio stratifications and estimate values
- Review loan files on-site at client offices
Required Skills and Abilities:
- Strong analytical skills
- Keen understanding of the meaning and importance of loan terms (examples, LTV, FICO, amortization schedules)
- Ability to review work products for errors
- Strong written / oral communication skills
- Ability to multi-task and work in a busy, fast paced environment
Essential Job Requirements:
- Education: Bachelor’s degree
- Experience: 1+ years of financial analysis
- Required Skills: Excel - Power-user; Qlik (BI software) – working knowledge minimum (similar BI software like Tableau may be relevant)
- Other Skills: Programming, such as VB or SQL other languages
- Other: Occasional travel required
Location: United States; Eastern or Central Time Zone preferred
Department: Finance
Title: Full-Time Analyst
Compensation: Salary plus discretionary bonus
Benefits: Health insurance, life and disability insurance, 401K, flexible spending, and PTO (Paid Time Off)