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 stakeholders 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 assess and manage portfolio risk
• Report and analyze pricing and profitability for senior management
• Evaluate the impact of new strategies on the current portfolio
• Monitor performance data models and recommend policy changes
• Participate in initiatives to identify and develop new business strategies
• Support senior members in executing strategic initiatives
• Identify and assess new data sources to enhance underwriting and analytics capabilities

Qualifications

• Minimum 5 years of experience in an analytical role such as finance, analytics, or consulting
• Strong quantitative skills with proven ability to analyze data
• Familiarity with risk and pricing strategies preferred
• Proficient in SQL and Tableau (or similar data visualization tools)
• Advanced Excel skills including pivot tables, VLOOKUP, and nested IF statements
• Self-starter with strong attention to detail
• Preferred: Knowledge of Python programming and lending experience

Desired Skills and Experience

• SQL
• Tableau
• Microsoft Excel
• Microsoft PowerPoint
• Python
• Data modeling tools
• Business intelligence platforms
• Statistical analysis software
• Data visualization tools
• Risk management systems

Benefits

• Comprehensive total rewards package including medical, dental, and vision coverage
• Flexible time-off policy and paid parental leave
• RRSP match and wellness reimbursement
• Volunteering days and annual professional development budget
• Charitable donation match
• Remote-first work arrangement with options for office collaboration

The organization is an equal opportunity employer and encourages applications from candidates who may not meet every qualification but bring valuable backgrounds and perspectives.