Senior Portfolio Risk Analyst in Charlotte, North Carolina
Posted 03/31/22


  • Top 25 U.S. digital financial services company committed to developing award-winning technology and services.
  • Named one of the top 3 fastest-growing banking brands in the U.S. in 2020.
  • Offers a full suite of products including mortgage lending, personal lending, and a variety of deposit and other banking products (savings, money-market, and checking accounts, certificates of deposit (CDs), and individual retirement accounts (IRAs), self-directed and investment-advisory services, and capital for equity sponsors and middle-market companies.
  • Where permitted by applicable law, must have received or be willing to receive the COVID-19 vaccine by date of hire to be considered.



  • Strong Executive leadership team investing in its talent and committed to developing people
  • Fast paced, highly collaborative, teamwork-oriented environment
  • Opportunity to drive change with a strong focus on process improvement in a high visibility role
  • Fantastic base salary + bonus potential and excellent benefits package



  • Support the Portfolio Risk manager in creating and compiling storyboards and presentations that provide guidance to C-Level executives via business reviews.
  • Perform detailed analysis of portfolio trends and develop a comprehensive end to end understanding of Portfolio, cutting across Originations and Servicing
  • Perform analytics to proactively identify issues and red flags and escalate portfolio concerns to the appropriate levels of management in a timely manner
  • Provide drill down analyses to understand variance to forecast and performance trends
  • Work collaboratively with data analysts to develop and implement robust, reliable, and custom reporting and visualizations using BI tools (Tableau, Power BI, Excel) to help with monitoring Portfolio Health
  • Promote a strong risk culture by using constructive dissent to appropriately challenge using data and analysis.
  • Utilize SQL as main tool for data preparation: extracting, cleansing, aggregation, and summarizing data to create meaningful visualizations
  • Deliver financial and business performance reports in a timely and accurate manner



  • Minimum 3+years of practical experience working with large datasets with SAS and/or SQL knowledge
  • Minimum experience of 1-2 working with Power BI or any data-specific role with a sound knowledge of database management, data modeling, business intelligence, SQL querying, data warehousing, and online analytical processing (OLAP.)
  • Design, develop, test, and deploy Power BI scripts and perform detailed analytics
  • Perform DAX queries and functions in Power BI
  • Understanding of risk management concepts and key performance drivers within consumer lending portfolios.
  • Understanding of data mining and analytical techniques
  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Accounting and Finance
  • Date Posted: 03/31/22
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Apply Today!

Apply Today!

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