Portfolio Strategy Analyst II

Portfolio Strategy Analyst II

This role requires the application of financial concepts and active monitoring of key performance indicators as it relates to the operational performance of Pennymac’s loan portfolio. The analyst supports management with recurring reporting, ad‑hoc analysis, and build‑out of new reporting and analysis to support new business lines. The analyst also handles conversions based on changing data structures.

• Responsible for various recurring and non‑recurring reports that require data preparation and querying using MS Excel, MS SQL, and Snowflake
• Execute Snowflake and MS SQL jobs on a regular basis to ensure data is available for reporting and analysis
• Edit code behind existing Snowflake and MS SQL jobs as necessary to support changing needs
• Transform and enhance data, reporting, and queries used by the team whenever there are changes to data structure or market/business conditions
• Create new tables and views in Snowflake as necessary to support reporting and analysis
• Apply financial concepts to improve loss mitigation strategies
• Create slides and PowerPoint presentations that capture new strategies, portfolios, risks, or opportunities as outlined by leadership

• Bachelor’s degree (Finance, Statistics, Math, Science, or Engineering) preferred; entry‑level prior work experience acceptable
• Excellent critical thinking, problem‑solving (quantitative, conceptual, and analytical), and mathematical skills along with sound judgment
• Team player with strong attention to detail who can work independently
• Proven track record of delivering timely and accurate information in a fast‑paced environment
• Highly proficient in MS Excel, Word, and Power Point
• Proficient in querying data using MS SQL or Snowflake
• Financial services and, if possible, mortgage industry experience preferred
• Strong business acumen and ability to interface with executive management

• Comprehensive Medical, Dental, and Vision coverage
• Paid Time Off Programs including vacation, holidays, illness, and parental leave
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe‑style dining (select locations)
• Retirement benefits, life insurance, 401(k) match, and tuition reimbursement
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants, and corporate sponsor ships

• Lower in range – Building skills and experience in the role
• Mid‑range – Experience and skills align with proficiency in the role
• Higher in range – Experience and skills add value above typical requirements of the role

$65,000 – $100,000

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