Senior Analyst, Portfolio Strategy (Lending)

Overview

A leading organization in the Finance & Insurance sector is seeking a Senior Analyst Portfolio Strategy (Lending) to join their team. This role focuses on supporting financial discipline related to P&L visibility, margin improvement, and overall business performance. The position involves partnering with executive leadership and cross-functional teams to enhance planning processes, financial controls, and resource allocation within a regulated financial services environment.

Location: Remote (US-based candidates only, no visa sponsorship available)

Compensation: $135,000 – $170,000 annually

Responsibilities

• Collaborate with senior team members to manage portfolio risk
• Report and analyze pricing and profitability for senior management
• Evaluate the impact of new strategies on existing portfolios
• Monitor performance data models and recommend policy adjustments
• Participate in initiatives to develop new business strategies
• Execute strategic initiatives alongside senior team members
• Identify new data sources to improve underwriting and analytics

Requirements

• Minimum 5 years of experience in data-centric roles such as finance, consulting, or analytics
• Strong quantitative skills and intellectual curiosity
• Experience with risk and pricing strategies is a plus
• Ability to build effective relationships across all organizational levels
• Proficiency in SQL, Tableau (or similar visualization tools), and advanced Excel

Preferred Qualifications

• Familiarity with Python programming
• Experience in consumer or small business lending

Benefits

• Comprehensive medical, dental, and vision coverage
• Flexible time-off policy
• Paid parental leave
• RRSP matching program
• Wellness reimbursement and volunteering days
• Annual budget for professional development
• Charitable donation matching
• Remote-first work culture with flexible location options