Portfolio Analytics

Portfolio Analytics Finance Jobs

21 jobs found

Financial Planning & Analysis Analyst III, Medical Financial Operations

Kaiser Permanente San Bruno, CA

12d ago

$94k - $121k/yr Full time Analysis Analyst Bloomberg

Analysis Analyst Bloomberg

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Job Description

This role provides financial and operational planning support for a portfolio of medical center departments, delivering reporting, analysis, and business-case development while partnering with clinical leadership to advance operational performance within Kaiser Permanente’s integrated health care model.

Role overview

The Financial Planning & Analysis Analyst III supports a portfolio of medical center departments by delivering financial planning, reporting, and business-case development. The position collaborates with clinical leadership to inform strategic decisions and drive operational excellence within Kaiser Permanente’s integrated health care system.

Responsibilities

Develops proactive working relationships across teams by providing resources, information, and expertise to colleagues and stakeholders; actively seeks feedback, mentors teammates, pursues self-development, and communicates complex concepts clearly to influence decisions; remains flexible in the face of change.
Completes assignments independently using current subject-matter expertise to generate practical solutions; ensures policy and procedure adherence; collaborates cross-functionally to resolve business problems and escalates risks when appropriate; tracks priorities and communicates progress.
Assesses the business environment through financial analyses such as SWOT, scenario planning, and strategic analyses, and prepares reports summarizing financial and economic data.
Performs costing activities to identify opportunities for cost avoidance and cost recovery.
Supports improvements in financial performance by identifying trends, highlighting operational issues, partnering with business units to address performance gaps, and implementing corrective actions when needed.
Supports business modeling by developing best-practice models, analyzing risk alternatives, and creating what-if scenarios and forecasts using in-house tools.
Assists in reporting regional or business-unit financial information by evaluating trends, preparing analyses and forecasts of income and expenses, and reviewing assets, liabilities, revenues, and expenses using data from regional systems.
Evaluates the financial impact of strategic initiatives by researching and analyzing alignment with the business vision and objectives.
Creates budgets and forecasts under guidance by analyzing budgeting trends and coordinating with stakeholders to develop department and regional budgets.
Performs advanced financial analyses (cash flow, pro forma P&L, variance analysis, NPV, IRR, discounted cash flow, and other economic analyses) and evaluates performance using standard templates and tools.
Supports internal and external audits by assisting with audit schedules and reviewing results; analyzes field operations to assess financial performance.
Supports financial statement analysis of business partners by evaluating viability and risk implications using software and published reports.
Advises regional or business-unit leaders on strategic fiscal matters by preparing regular and ad hoc financial and statistical reports and coordinating reviews of financial results with leadership.
Provides input for strategic financial planning through utilization and benchmark analytics, and prepares recommendations for financial plans, acquisitions, and operating forecasts while applying financial planning concepts.

Requirements

Bachelor's degree in finance, business, or related field.
Minimum three (3) years of Financial Planning & Analysis experience or directly related business experience.
Equivalent work experience in a directly related field may substitute for the degree requirement.
One (1) year of finance experience working in a medical center or clinical setting.
One (1) year of experience consulting or working directly with clinical health care leadership.

Technologies

SAS
SQL
Bloomberg
D&B

Location

San Bruno, California (onsite). Primary location: 851 Traeger Ave, San Bruno, CA.

Compensation

Salary range: USD 93,500 to 120,890 per year.

Work details

Hours per week: 40
Shift: Day
Workdays: Monday through Friday
Working hours: 9:00 AM to 5:30 PM
Job schedule: Full-time
Job type: Standard
Employee status: Regular
Employee group / union: NUE-NCAL-09 | NUE | Non Union Employee
Job level: Individual Contributor
Travel: No

Department

Oakland Reg - 1950 Franklin - Medical Office Controllers - 0206

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AVP, Annuity Risk Management and Pricing

Constellation Cincinnati, OH

14d ago

$144k - $180k/yr Full time Python Annuities AVP

Python Annuities AVP

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Job Description

As AVP, Annuity Risk Management and Pricing, you will lead the risk oversight and pricing strategy for Constellation's annuity portfolio, with a focus on Variable Annuities and Registered Index-Linked Annuities. This onsite role is based in Cincinnati, OH, offering a competitive salary in the USD 143,859 to 179,836 per year range.

Summary

Take ownership of the risk management and pricing approach for the annuity product line, emphasizing Variable Annuities (VA) and Registered Index-Linked Annuities (RILA). Drive collaboration across actuarial, financial, and market-facing teams to sustain profitability and risk control.

Responsibilities

Lead pricing and risk governance for VA and RILA products, including model development, assumption setting, and profitability analysis.
Steer the design, development, and governance of actuarial and financial models used in pricing and risk management.
Perform stress testing, scenario analysis, and sensitivity testing to evaluate market and policyholder risks.
Partner with investments and hedging teams to support risk mitigation and asset-liability management strategies.
Provide input throughout the product development and approval lifecycle.
Develop tools, analytics, and processes to improve modeling efficiency and informed decision-making.
Communicate complex actuarial and financial insights to senior leadership and non-technical stakeholders.
Lead and mentor actuarial and quantitative team members, promoting technical growth and collaboration.

Requirements

Bachelor's degree in actuarial science, mathematics, statistics, financial engineering, or a related field.
ASA required; FSA strongly preferred.
8+ years of experience in actuarial, risk management, or annuity-related roles.
Strong expertise in annuity products, particularly VA, RILA, and/or FIA.
Experience with actuarial modeling platforms, with AXIS preferred or similar tools.
Proficiency in programming and data analysis (e.g., Python, C++, MATLAB, or similar).
Solid understanding of financial markets and their impact on annuity products.
Ability to manage multiple priorities in a fast-paced environment.
Excellent communication skills with the ability to convey complex concepts clearly.

Technologies

AXIS
Python
C++
MATLAB
SQL

Benefits

Competitive compensation aligned with market standards.
Healthcare coverage including medical, dental, and vision from day one.
Company-paid life insurance for you and eligible dependents.
401(k) plan with employer matching contributions.
Paid parental leave and reimbursement for adoption and surrogacy expenses.
Flexible time-off policies to support work-life balance.
Dress for your day flexibility to accommodate personal style.
Inclusive culture that values diverse contributions.
Flexible work options including remote, hybrid, and onsite opportunities across the U.S.
Programs focused on well-being to support work-life balance.
Community connections through virtual and in-person engagement and growth resources.

Preferred

Experience with hedging strategies, derivatives, and capital markets as applied to annuity guarantees.
Knowledge of regulatory and capital frameworks (e.g., statutory valuation, VM-21, CTE metrics).
Experience working with large datasets and databases (SQL).
Prior leadership or managerial experience.

Compensation

Salary range: USD 143,859 to 179,836 per year.

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Director, Business Lending & Operations

Langley Federal Credit Union Newport News, VA Hybrid

17d ago

Full time Banking Business Compliance

Banking Business Compliance

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Job Description

Langley Federal Credit Union seeks a senior leader to direct its business lending and operations, overseeing underwriting, loan servicing, portfolio administration, and treasury management risk controls for commercial and business lending in a hybrid Newport News, Virginia setting.

Responsibilities

Build and lead teams responsible for commercial underwriting, credit analysis, loan servicing, treasury management, and commercial lending operations.
Provide senior oversight of underwriting and credit structuring for complex C&I, CRE, and business lending transactions, including covenant design, collateral structures, and financial analysis.
Establish and maintain underwriting standards, credit policies and procedures, and operational controls to ensure sound lending practices and regulatory compliance, plus quality control over credit memos, loan approvals, annual reviews, covenant tracking, and borrower financial monitoring.
Oversee the commercial loan pipeline from intake through underwriting, approval, closing, and servicing, ensuring efficiency and timely execution.
Direct all loan servicing and portfolio administration activities, including financial statement collection, covenant compliance monitoring, and portfolio risk reporting.
Oversee operational processes related to loan documentation, closings, post-closing review, and system boarding.
Provide oversight of treasury management risk controls for business services, including ACH, wire transfers, and other payment solutions.
Monitor the quality of the commercial loan portfolio, including risk rating migration, policy exceptions, past due loans, and credit performance trends.
Develop and maintain risk rating and profitability matrix tools in partnership with Finance and executive leadership expectations.
Ensure accurate and timely regulatory and internal reporting, including portfolio analytics and NCUA-related reporting requirements.
Lead initiatives to improve commercial lending processes, systems, and technology, including loan origination and servicing platforms.
Manage intake processes and ensure strong service standards for business members, including resolution of complex service or operational issues.
Identify emerging credit or operational risks and escalate issues to the department Vice President as appropriate.
Assist with leadership of the Business Lending department in the absence of the Vice President.

Requirements

Bachelor’s degree in Business Administration, Accounting, Finance, Economics, or related field required.
Eight to ten years of commercial lending experience, including underwriting complex C&I and commercial loan transactions, required.
Minimum five years of experience leading or managing credit, underwriting, or commercial lending operations teams.
Expert knowledge of commercial credit analysis, financial statement analysis, loan structuring, and covenant design required.

Competencies

Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
Langley Ambassadors – Demonstrates a passion for Langley’s vision, encouraging diversity, equity, and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
Team Driven – Collaborates across Langley, communicating with transparency, and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements

The role requires sitting for extended periods and using a computer workstation, with close vision needed to view monitors. The ability to hear and speak clearly is required for interactions with coworkers, members, and vendors. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Working Conditions

The office environment typically features a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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Associate Portfolio Manager- Subscription Finance & Services

Citizens Boston, MA

18d ago

$91k - $110k/yr Full time Manager Associate Cash Flow

Manager Associate Cash Flow

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Job Description

Associate Portfolio Manager on Citizens Bank's Subscription Finance & Services team in Boston, MA, overseeing subscription credit facilities for sponsors with AUM over $1B, with a focus on portfolio oversight, credit monitoring, analytics, and risk management.

Responsibilities

Provide day-to-day support to senior Portfolio Managers and collaborate with junior analysts across the team.
Assist underwriting for new transactions, upsizes, and facility modifications.
Perform analytical reviews of fund performance, fundraising cycles, strategy, and LP base composition.
Monitor borrowing bases, capital call activity, collateral eligibility, covenant compliance, and exposure across the portfolio of subscription facilities.
Aid in coordinating periodic credit reviews, renewals, amendments, and waivers under guidance from senior team members.
Track LP credit quality, commitment changes, side-letter provisions, and concentration metrics.
Draft initial credit memoranda and risk-rating rationales.
Ensure accurate data management, timely reporting, and proper document tracking.
Manage documentation flow, data room content, and internal compliance requirements.
Coordinate with internal partners (Credit, Risk, Treasury, Capital Markets, Operations) to support ongoing facility administration.

Requirements

Bachelor’s degree is required.
1 to 3 years of experience in finance, banking, accounting, private equity/private capital, consulting, or related analytical roles.
Self-starter and collaborative team player with the ability to think strategically and thrive in a fast-paced, entrepreneurial environment.
Proven ability to follow up independently and drive projects as the project manager on assignments.
Internship or experience in corporate banking, underwriting, fund finance, private equity, credit, or leveraged finance is highly preferred but not required.

Benefits

Health, dental, and vision insurance
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off

Hours and Work Schedule

Hours per week: 40+
Work schedule: Monday through Friday

Pay Transparency

Salary range is $91,000 to $110,000 per year, with eligibility for an annual discretionary bonus.
Actual pay depends on location, skills, and experience.

Equal Employment Opportunity

Citizens and its affiliated entities provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability (physical or mental), perceived disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, victim of domestic violence, family status or parenthood, and other protected characteristics as required by law.

Why Work for Us

Citizens emphasizes a customer-centric culture and community involvement, offering a supportive, collaborative environment and access to training and tools designed to accelerate career growth.

Background Check

Any offer is contingent on a successful background check, which may include credit, motor vehicle records, public records, prior employment verification, and criminal checks. Results are reviewed in line with regulatory requirements and the job context, with further information provided with the offer.

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VP Subservicer Oversight

Lakeview Loan Servicing Horsham, PA Hybrid

18d ago

$150k+/yr Full time Manager Client Relations Client Service

Manager Client Relations Client Service

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Job Description

Hybrid remote position based in Horsham, PA, with a salary of USD 150,000 per year. The VP Subservicer Oversight role is responsible for identifying and reducing losses to the Mortgage Servicing Rights MSR portfolio, driving performance and operational effectiveness with a focus on property preservation and casualty insurance. This position is supported by benefits including medical coverage from day one and a company matched 401(k).

Responsibilities

Oversee subservicers’ foreclosure and bankruptcy processes and manage files tied to default-related law, including title issues, probate, condo/HOA matters, contested foreclosures, and bankruptcies.
Provide management and surveillance over the subservicer’s foreclosure and bankruptcy attorney network, ensuring proper allocation, case management, and cost control where applicable.
Address performance improvement issues with the subservicer and the attorney firms.
Develop and implement standardized processes and best practices for insurance policy placement to optimize customer experience, mitigate risk, and ensure compliance with investor and insurer guidelines.
Assist in creating policies and procedures related to subservicing oversight.
Conduct thorough assessments, monitoring, and measurement of subservicing activities, focusing on property and casualty insurance matters.
Establish and maintain rigorous quality control measures to uphold high standards of service and regulatory compliance.
Collaborate with Analytics, Legal, and Risk Departments to monitor regulatory changes, investor/insurer requirements, and market trends; develop strategies to anticipate shifts in a changing landscape.
Work with stakeholders to assess the impact of climate factors on affordability, cost of ownership, and MSR valuations.
Train team members and strategic partners on best practices related to foreclosure and bankruptcy matters.
Support the Subservicing Oversight Team in ensuring subservicers and related third parties adhere to Lakeview’s standards and regulatory requirements.
Engage with investors and insurers to advocate for policies that benefit all stakeholders.
Contribute to special projects as assigned by senior leadership.

Requirements

Bachelor’s degree or foreign equivalent in Business, Real Estate, Risk Management, or a related field.
Law degree preferred.
10+ years of experience in insurance, mortgage, and/or legal fields with a deep understanding of property insurance policies and regulatory frameworks.
A proactive learner with the ability to absorb guidance from experienced leaders and apply it independently.
Ability to work autonomously to identify emerging risks and develop creative solutions.
High integrity and sound business judgment.
Strong listening, problem-solving, and negotiating skills, with the ability to drive consensus and collaborate across departments.
Excellent relationship-building skills to effectively engage investors, insurers, and other key stakeholders.
Ability to travel as needed.

Benefits

Medical coverage starting on day one
Company-matched 401(k)

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Senior Manager of Financial Services

Vaco by Highspring Atlanta, GA

20d ago

$130k - $150k/yr Full time Manager Python Senior

Manager Python Senior

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Job Description

What You’ll Do

Portfolio Strategy: Contribute to P&L oversight, monitor performance metrics, and propose actions to boost profitability. Assess product features, rewards programs, and potential partnerships.
Analytics & Insights: Develop segmentation, profitability, and lifetime value models. Lead experimentation including A/B tests and champion/challenger setups, and convert findings into actionable dashboards. Utilize SQL with large datasets.
Treasury & Payment Operations: Collaborate with Finance and Treasury on payment flows, settlement, liquidity management, and transaction costs. Oversee payment operations, fraud, disputes, and chargebacks to improve acceptance and minimize losses.
Customer Engagement: Optimize the customer journey, retention campaigns, and digital initiatives such as card-on-file adoption.
Cross-Functional Leadership: Partner with internal teams and external partners to enhance strategy, reporting, and data infrastructure.

What We’re Looking For

8+ years in payments, treasury, or financial analytics
Strong understanding of pricing and portfolio optimization
Advanced analytical skills (SQL, Python, R, SAS, LLMs, or related tools)
Experience leading teams, performing P&L analysis, and delivering reporting
Bachelor’s degree in Finance, Economics, Data Analytics, Business, Computer Science, or a related field
Excellent communication skills and executive presence
Nice to Have: Experience in fintech, banking, or credit unions; advanced degrees (MBA, CFA); knowledge of regulatory compliance and risk frameworks

Why This Role Matters

This position shapes strategic direction and analytics to drive growth, strengthen risk management, and enhance the customer experience, delivering measurable impact for the business and its customers.

Location

Atlanta, GA

Salary and Benefits

Salary ranges will be disclosed where required by local law and are noted in this posting. You may be eligible for discretionary bonuses, and the role includes medical, dental, and vision benefits as well as a 401(k) retirement plan.

Additional Information

The position may be occupied by Vaco/Highspring and we may support talent placements with client organizations. By applying, you join our talent pool for future opportunities.
Applications to this position may be screened using AI to verify minimum job requirements; further assessment will be conducted by recruiters and hiring managers.
Vaco by Highspring does not have knowledge of the tools used by clients in final hiring decisions and cannot opine on their use of AI products.

Equal Opportunity & Inclusion

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate on any protected characteristic. We value a diverse workplace and encourage women, people of color, LGBTQ+ individuals, people with disabilities, veterans, and others to apply. If reasonable accommodations are needed at any stage of the application process, please contact HR@vaco.com.

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Portfolio Trader

Trek Financial Scottsdale, AZ

21d ago

$70k - $95k/yr Full time Charles Schwab Equities ETFs

Charles Schwab Equities ETFs

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Job Description

About Trek Financial and Base Camp

Trek Financial (Trek) is a fast-paced SEC-registered RIA with nearly 30 years in business. We support independent financial advisors across the country with trading, billing, compliance, marketing, operations, and technology so they can focus on serving their clients. Our internal team is Base Camp, the home-office group behind the scenes that serves our advisors as our primary clients and takes pride in delivering more than they expect. We are a collaborative, service-focused group of professionals that continues to advance and grow new opportunities for all involved.

Position Overview

Trek Financial is seeking a detail-oriented and execution-focused Portfolio Trader to join our investment team. This role will work directly with the Portfolio Managers and CIO to execute trades across individual securities and firm models, manage trading workflows, and support portfolio implementation across client accounts. As a Registered Investment Advisor (RIA), we trade individual equities, ETFs, fixed income securities, and manage firm-wide models. This position plays a critical role in ensuring accurate execution, tax-efficient implementation, rebalancing discipline, and alignment with portfolio strategy. This is a local in-office position based in Scottsdale, AZ 85255.

Key Responsibilities

Execute equity, ETF, mutual fund, and fixed income trades across client accounts
Implement and rebalance firm models across custodial platforms
Monitor trade allocations, block trading, and post-trade reconciliation
Ensure adherence to firm investment guidelines and IPS requirements
Maintain trade blotters and documentation for compliance oversight
Assist with tax-aware trading and gain/loss management
Coordinate with custodians and internal operations teams to resolve trade-related issues
Support portfolio transitions and new account onboarding

Technology & Systems

Utilize Orion Eclipse for trading, rebalancing, and model management (preferred experience)
Work within custodial trading platform (Schwab)
Assist in improving trading workflows and automation processes
Support reporting and portfolio analytics initiatives

Strategic Support

Collaborate with the Portfolio Managers and CIO on portfolio implementation strategy
Contribute to model enhancements and investment process improvements
Assist in maintaining trading best practices and operational efficiency
Support investment committee preparation and reporting

Qualifications & Requirements

Required:

Bachelor’s Degree (Finance, Economics, Business, or related field preferred)
Series 65 License (active and in good standing)
Minimum 2 years of trading experience (RIA, asset management firm, or broker-dealer)
Experience trading individual securities and managing model portfolios
Strong understanding of portfolio construction and rebalancing principles
High attention to detail and strong analytical skills

Preferred:

Experience with Orion Eclipse
Experience in a fee-only RIA environment
Familiarity with performance reporting systems and portfolio analytics

Compensation

Base Salary Range: $70,000 – $95,000 annually. Compensation will be determined based on experience, technical proficiency, trading platform expertise, and overall fit within the investment team.

Bonus Opportunity

Performance-based bonus tied to: trade accuracy and execution efficiency; model implementation accuracy and timeliness; operational KPIs and workflow improvements; contribution to portfolio management and investment team initiatives.

Benefits

Full Health, Dental, and Vision Coverage
401(k) with Company Match
Paid Time Off (PTO) and Company Holidays
Professional Development & Continuing Education Support

Employment Terms

Employment with Trek Financial is at-will. Either party may terminate employment at any time, with or without cause or advance notice. This position is contingent upon successful completion of background verification and regulatory requirements.