Fannie Mae

Senior Associate - Strategic Portfolio Management

Fannie Mae$85K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2 years of experience analyzing financial, operational, or portfolio data for business decisions
  • Experience with large datasets and translating analysis into actionable insights
  • Collaborative skills with cross-functional teams in Finance, Technology, and Business
  • Strong analytical, problem-solving, and communication abilities
  • Curiosity and adaptability in learning new technologies like AI

Responsibilities

  • Perform budgeting, forecasting, and variance analysis to support financial planning
  • Develop integrated portfolio and executive reports combining various data types
  • Analyze portfolio performance to identify optimization opportunities
  • Partner with Business Unit CFOs and stakeholders for informed decision-making
  • Support data governance by ensuring data quality across platforms
  • Conduct strategic research and analysis for improving planning capabilities
  • Source data for business analytics to aid investment decisions

Benefits

  • Comprehensive health, life, and voluntary lifestyle benefits
  • Participation in Fannie Mae's incentive program
  • Support for physical, mental, emotional, and financial well-being
Full Job Description
Job Description

As a valued colleague on our Strategic Portfolio Management (SPM) Data & Insights team, you will collect, analyze, and interpret financial, operational, portfolio, and delivery information to support enterprise planning and prioritization. You will help develop decision-ready insights by integrating strategy, work, capacity, and financial data, enabling leadership to make informed investment, prioritization, and resource allocation decisions across the enterprise.

THE IMPACT YOU WILL MAKE

The Senior Associate - Strategic Portfolio Management role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
  • Perform budgeting, forecasting, variance analysis, financial and portfolio reporting.
  • Develop portfolio and executive reporting that combines financial, operational, initiative, and delivery data to support Strategic Portfolio Management and enterprise prioritization.
  • Analyze portfolio performance, including trends, capacity utilization, Run vs. Change allocations, and initiative performance to identify risks and optimization opportunities.
  • Partner with Business Unit CFOs and business and technology stakeholders to develop decision-ready insights supporting enterprise planning, prioritization, and quarterly portfolio reviews.
  • Support data governance and reporting improvements by validating data quality across enterprise planning and portfolio management platforms.
  • Perform financial data integrity checks and summarize and financial, operational, and portfolio data to support enterprise reporting and decision-making.
  • Conduct strategic research, analysis, and benchmarking to identify opportunities to improve enterprise portfolio management, governance, and planning capabilities.
  • Source and analyze data for business analytics, including scenario and attribution analysis, what-if analysis, trend analysis, and business driver identification to support executive planning and investment decisions.


THE EXPERIENCE YOU BRING TO THE TEAM

Minimum Required Experiences:
  • 2 years experience analyzing financial, operational, or portfolio data to support business decisions.
  • Experience working with large datasets and translating analytical findings into actionable business recommendations.
  • Demonstrated ability to collaborate across Finance, Technology, and Business organizations to support cross-functional initiatives.
  • Strong analytical, problem-solving, communication and stakeholder management skills.
  • Shows curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence, to reimagine how we work.


Desired Experiences:
  • Bachelor degree or equivalent
  • Experience supporting strategic planning, portfolio management, PMO, or enterprise transformation initiatives.
  • Experience coordinating cross-functional projects or strategic initiatives, including tracking milestones, risks, dependencies, and action items.
  • Experience with enterprise planning, portfolio management, or financial management platforms such as Anaplan, Apptio Targetprocess, Jira, or similar tools.
  • Experience with business intelligence and data visualization tools (e.g., Power BI, Tableau).
  • Experience preparing executive presentations, briefing materials, and business recommendations for senior leadership.


Finance - Financial Planning and Analysis - Senior Associate

Target Pay Range: $85,000 - $110,000 a year

#LI-Hybrid #LI-ME1

Qualifications

Education:

For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.

The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.

Requisition compensation:
85000
to
110000

About Fannie Mae

As the leading source of residential mortgage credit in the U.S. secondary market, Fannie Mae is supporting today's economic recovery and helping to build a sustainable housing finance system. They exist to provide reliable, large-scale access to affordable mortgage credit in all communities across the country at all times so people can buy, refinance, or rent homes. Fannie Mae is working to establish and implement industry standards‚ develop better tools to price and manage credit risk‚ build new infrastructure to ensure a liquid and efficient market and facilitate the collection and reporting of data for accurate financial reporting and improved risk management. Fannie Mae is committed to being their customers’ most valued business partner and delivering the products, services and tools their customers need to serve the entire market confidently, efficiently and profitably. Ultimately‚ Fannie Mae measures their progress not only by paying taxpayers and improving the housing finance system‚ but also by the difference they make in people’s lives.

Fannie Mae Careers

Join the vibrant team at Fannie Mae, where we are committed to solving the challenges of today's housing market while fostering inclusive growth and innovation. As a cornerstone of the American mortgage system, Fannie Mae offers unparalleled job opportunities that empower you to influence the future of housing finance. Work You’ll Do At Fannie Mae, you will collaborate with some of the brightest minds in the finance and technology sectors. Our mission is to ensure access to affordable housing for people across the United States, and your work here will contribute to that goal. With roles ranging from financial analysis to technology development, your career at Fannie Mae will be marked by growth, leadership, and the pursuit of excellence. Innovate and Lead Fannie Mae stands at the intersection of financial services and innovative technology solutions, making it an ideal place for those who are driven to explore new ideas and push boundaries. Our culture thrives on innovation and leadership, encouraging every team member to bring forward ideas that drive efficiency and effectiveness. Professional Growth and Development Career advancement at Fannie Mae is not just a possibility—it is an expectation. We are dedicated to the professional growth of our employees through robust training programs, leadership workshops, and continuous learning opportunities. Whether you are looking to sharpen your analytical skills, enhance your leadership capabilities, or dive deep into the housing market dynamics, Fannie Mae provides the resources to achieve your professional goals. Diversity and Inclusion At Fannie Mae, we believe that diversity fuels innovation. We are committed to fostering an inclusive environment where diverse voices are heard and valued. Through diversity training and a culture that celebrates unique perspectives, we ensure that all team members can contribute to their fullest potential. Join Our Team Explore the array of job opportunities at Fannie Mae, from internships for budding professionals to full-time positions for seasoned experts. We are hiring individuals who are passionate, curious, and eager to make a difference. Our team is looking for candidates who not only have the necessary skills but also embody our values of integrity, impartiality, and respect. Benefits and Perks Working at Fannie Mae comes with a comprehensive benefits package designed to support the health, well-being, and financial security of our employees and their families. From competitive health benefits and retirement plans to flexible working arrangements and wellness programs, we prioritize the well-being of our team members. Stay Connected Networking and staying connected are key components of building a successful career at Fannie Mae. Engage with us through various professional networking events, online communities, and social platforms to stay updated on new positions, company news, and industry trends. Apply Now Ready to take the next step in your career? Review our open positions, tailor your resume, and prepare for an interview that could set you on a path to a rewarding career at Fannie Mae. We are excited to see how your vision, skills, and enthusiasm can contribute to our team and the broader mission of affordable housing. Explore Fannie Mae Jobs Discover the exciting and impactful career paths available at Fannie Mae. Each position offers the opportunity to challenge yourself, contribute to a significant cause, and work within a culture that values innovation, leadership, and community impact. Join us in shaping the future of housing finance—apply today and be part of a team that is dedicated to making a difference.
Learn more about Fannie Mae
Size
7,400 employees
Industry
Founded
1938
NASDAQ

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