Assist in the design, development, and maintenance of sophisticated portfolio forecasting models
Utilize data mining and advanced spreadsheet/technical skills to participate in complex forecasting, modeling, analysis, and reporting related to factors that affect portfolio performance
Employ best practices of data analysis and validation to ensure data results are accurate
Promote innovative ways to visualize and digest complex data
Proactively monitor and report relevant changes in portfolio performance to management
Effectively summarize and communicate portfolio performance trends, expectations, forecast methodology and results to management

High School Diploma or equivalent required
Bachelor’s Degree Finance, Economics, Mathematics, Business, Business Analytics, MIS, or other quantitative field; degrees in non-quantitative fields considered with adequate work experience required
0-2 years of experience working with complex Excel workbooks, querying large multi-table datasets, data analysis, and data presentation; experience in consumer loan or lease portfolio analysis, reporting and/or forecasting preferred
Demonstrated understanding of data mining, data analysis and visualization, quantitative and analytical methods, and sophisticated forecasting techniques
Advanced with Microsoft Excel, PowerPoint, and Word
Experience with data analysis and spreadsheet modeling and/or reporting
Experience with coding (SAS or SQL preferred) for data mining and transformation in a data warehouse environment
Demonstrated quantitative skills
Acute attention to detail
Effective written and verbal presentation skills
Capable of managing multiple projects, including ability to coordinate and balance numerous tasks in a time-sensitive environment, under pressure, meeting deadlines
Ability to identify and understand business issues and map them into quantitative questions
Understanding of the metrics utilized in monitoring the performance of a consumer lending portfolio is a plus

Risk Analyst – Portfolio Forecasting

Key skills