Portfolio Forecasting & Risk Analytics Lead

• 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

• Provide direction, training, and guidance to less experienced analysts and lead projects or assignments as required

Requirements

• Demonstrated understanding of data mining, data analysis and visualization, quantitative and analytical methods, and sophisticated forecasting techniques
• Expert 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

🔍 ATS Optimization Keywords
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Hard Skills

• data mining
• data analysis
• forecasting techniques
• quantitative methods
• spreadsheet modeling
• SAS
• SQL
• data transformation
• data validation
• portfolio forecasting models

Soft Skills

• attention to detail
• effective communication
• project management
• analytical skills
• presentation skills
• training and guidance
• time management
• problem-solving
• team leadership
• adaptability