Portfolio Analyst

Ultimate Banking Ltd; Market Harborough; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid work model

Generous benefits package

Competitive salary

Job summary

Ultimate Banking Ltd is seeking a Portfolio Analyst in Leicestershire on a hybrid arrangement. The role focuses on supporting lending activity oversight through portfolio analytics, reporting, and data assurance. You will deliver timely insights to assist governance and decision-making.

The ideal candidate combines strong financial analysis with experience in reconciliation and management information. Power BI experience is highly desirable, with a hybrid work pattern offering two days at head

Qualifications

• Strong analytical experience within financial services.
• Experience producing management information, performance reporting and analytical commentary for senior stakeholders.
• Power BI experience would be highly desirable.

Responsibilities

• Support oversight and performance management of inorganic lending portfolios.
• Deliver accurate, timely portfolio analytics to support decision-making.
• Ensure data integrity via reconciliation, validation and assurance processes.
• Analyze volumes, balances, profitability, yield, arrears and customer outcomes.
• Translate data into commentary, visual reporting and actionable insight for stakeholders.

Skills

Strong analytical

Financial reconciliation

Reporting & commentary

Senior stakeholder communication

Tools

Power BI

Job description

Portfolio Analyst

Leicestershire/Hybrid

Up to £45k depending on experience

Do you have excellent attention to detail when it comes to data analysis, insights, reconciliation and reporting? Ultimate Banking are partnering with an established, market leader in mortgages and savings as they seek a Portfolio Analyst to join their Strategic Planning and Customer propositions team.

In this key role, you will be supporting the successful delivery and oversight of the organisations lending activities, through detailed portfolio analytics, reporting, financial reconciliation and data assurance. The Portfolio Analyst will ensure internal stakeholders have accurate, timely and meaningful information to support decision making, oversight and governance.

Duties will include:

• Support the effective oversight and performance management of the organisation inorganic lending portfolios.
• Deliver accurate, timely and insightful portfolio analytics to support operational, commercial and strategic decision-making
• Ensure the integrity, accuracy and completeness of portfolio data through robust reconciliation, validation and assurance processes.
• Analyse lending volumes, balances, profitability, yield, arrears, redemptions, customer outcomes and other relevant performance measures
• Translate complex data into clear commentary, visual reporting and actionable insight for stakeholders

The successful individual will possess:

• Strong analytical experience within financial services.
• Previous experience/exposure in financial reconciliation, accounting control or finance operations processes.

• Experience producing management information, performance reporting and analytical commentary for senior stakeholders
• Power BI experience would be highly desirable.

Our client offers a hybrid approach to the working week, with 2 days based at head office and the remainder working remotely. They offer a competitive salary, along with a generous benefit package.