Portfolio Analyst

Ultimate Banking; Market Harborough; Hybrid; GBP 38,000 - 60,000; Full time

Benefits offered by this job

Hybrid work model

Benefits package

Job summary

Ultimate Banking is seeking a Portfolio Analyst to support the Strategic Planning and Customer Propositions team. You will deliver portfolio analytics, reconciliation and governance to inform lending decisions and drive performance insights.

The role requires strong analytical ability within financial services and experience with financial reconciliation and management reporting. Hybrid work is offered with two days at head office and remote working the rest of the week.

Qualifications

• 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.

Responsibilities

• Support the effective oversight and performance management of 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.

Skills

Analytical skills

Financial analysis

Tools

Power BI

Job description

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.

If this sounds like your next role, we would love to hear from you.