Portfolio Management Associate, Data & Analytics

Role overview

Key responsibilities

• Own end-to-end portfolio monitoring and interpret performance results and recommended actions.
• Automate reporting for performance, covenant headroom, and facility utilization.
• Design dashboards and visualizations for senior executives, lenders, and investors.
• Analyze vintage, cohort, loss curve, yield, advance-rate, and early-warning indicators.
• Build stress cases, downside macro scenarios, and structural what-if analyses.
• Develop cashflow and waterfall models for portfolio decisions, facility structuring, and refinancing.
• Write production-quality SQL and Python and build database tables and dbt models.
• Apply version control, code review, testing, and documentation to analytical work.
• Communicate clear recommendations to senior stakeholders and external counterparties.

Skills, knowledge and expertise

• 3–5 years of experience in data analytics, capital markets, structured finance, credit risk, or a comparable quantitative role, ideally in Finance or FinTech.