SR. Portfolio analyst


Posted: 05/15/2019 Industry: Project Manager Job Number: 000007882

Our client is seeking a motivated and passionate Sr Portfolio Analyst to join their team. The ideal candidate will have both the analytical abilities matched with an understanding of the operational strategies behind the curtains.

Job Summary: Responsible for reporting on all portfolios, tracking of all pertinent KPIs, and analysis of trends to support the overall portfolio management strategy.

Essential Job Functions:
•Prepare monthly servicing reports and borrowing bases as needed
•Track, monitor, and report on all portfolio activities
•Build models to help analyze the impact of various portfolio management strategies
•Enhance the reporting for the team to allow for faster and more effective flow of information
•Provide analytical support for the Capital Markets team

Minimum qualifications:
•Experience in portfolio or securitization analysis (3+ years)
•Strong analytical skills
•Strong attention to detail
•Expert in Excel
•Excellent verbal and written communication skills
•Ability to thrive in a fast paced, results oriented environment

Preferred Skills/Competencies:
•Experience with Domo or Tableau
•Experience with Peer IQ

About TRC Professional Solutions

For over 10 years, professionals and employers have trusted TRC Professional Solutions with their business and careers. Year after year, Inavero’s Best of Talent and Staffing awards have been presented to TRC Professional Solutions for providing superior service and results to both our clients and job seekers. We create a different experience for our candidates and clients by remaining solely focused on bringing the right talent to the right opportunity, throughout every stage of our unique recruitment process. For more information, visit:

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