Full Job Description
As a Senior Associate within the Credit Portfolio Analytics team, you will play a key pivotal role in delivering portfolio monitoring, risk analysis and insights reporting across a large commercial loans portfolio. This is a high-visibility role with frequent interaction with senior stakeholders (CROs and their teams), requiring strong analytics capabilities, stakeholder management, and the ability to translate complex findings into clear, actionable narratives. You will support strategic priorities by providing timely, data-driven insights that inform portfolio management and risk decisions.
Job Responsibilities
Execute a comprehensive portfolio risk analysis strategy to strengthen credit risk reporting and analytics for the CB commercial lending portfolio, delivering clear insights and deep-dive analysis to inform risk management decisions.
Analyze granular credit data to identify and clearly communicate key findings to senior stakeholders, providing ongoing visibility into portfolio health, client selection, and the key drivers of credit risk across middle-market companies and commercial real estate investors.
Design and manage high-quality data analysis, dashboards and reporting processes that meet internal and regulatory expectations for executive management decision making.
Own and deliver ad-hoc analytics for senior stakeholders, translating urgent and ambiguous requests into well-scoped analyses and executive-ready outputs aligned to strategic priorities.
Serve as a subject matter expert for portfolio data and reporting products, partnering across Risk, Finance, Product, and Technology to improve data quality, controls, and scalability.
Drive innovation and automation by evaluating and adopting new analytics methods and tooling to improve speed, consistency, and insight quality.
Required Qualifications, Capabilities and Skills
Bachelors or masters degree in Finance, Data Science, Computer Science, Business, Economics, or a related field.
4+ years of experience in analytics, insights reporting, business intelligence, or portfolio/risk analytics in financial services (or equivalent experience).
Strong experience working with large datasets and delivering insights using a combination of tools such as Tableau, SQL, Alteryx, Python and/or R.
Experience with BI/data visualization (e.g., Tableau) and an ability to create executive-ready materials.
Strong stakeholder management skills and excellent written and verbal communication, including the ability to explain complex results to senior audiences.
Proven ability to manage multiple priorities, operate in ambiguity, and deliver high-quality work under time constraints.
Demonstrated problem-solving skills, intellectual curiosity, and commitment to continuous learning and technology adoption.
Preferred Qualifications, Capabilities and skills
Experience in credit risk, commercial lending, or portfolio management, including familiarity with credit metrics and monitoring practices.
Background in management consulting or a role requiring structured problem solving and executive-facing deliverables.
Experience with automation, data pipelines, controls, or modern analytics practices (e.g., reproducible workflows, LLM-enabled productivity) in a governed environment.