Portfolio Insights & Performance Analyst

Nelnet, Inc.; Lincoln (NE); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work option

Benefits package

Job summary

Nelnet, Inc. is seeking a Portfolio Performance Analyst for Nelnet Financial Services in Lincoln, NE. The role focuses on monitoring consumer and student loan portfolios, translating data into actionable insights, and informing leadership decisions.

Collaboration with BI and cross-functional teams is essential for shaping portfolio priorities. The position emphasizes data extraction using SQL and Excel, cloud data warehouse work (Snowflake), and leveraging AI tools to accelerate analytics and

Qualifications

• Minimum of 4–6 years in an analytical, finance, business intelligence, risk, credit, portfolio management, or related role.
• Strong proficiency in SQL and Excel, including data extraction, joins, aggregations, lookup logic, pivot tables, trend analysis, reconciliations, and scenario analysis.
• Hands-on work with Snowflake or other cloud-based data warehouses.
• Practical use of AI tools (e.g., ChatGPT, Claude) for analytics and documentation.
• Strong attention to detail and problem-solving skills; able to investigate complex data questions.

Responsibilities

• Portfolio monitoring and analysis to identify trends, anomalies, risks, and opportunities.
• Develop and present recommendations to management based on portfolio analysis.
• Tell a compelling data story for technical and non-technical audiences.
• Build and maintain analytical frameworks for repeatable, high-quality work.

Skills

SQL

Excel

Snowflake

AI tools

Python

Data storytelling

Communication

Attention to detail

Independent work

Education

Bachelor's degree in finance, economics, data analytics

Tools

Power BI

SSMS

Python

R

Job description

Nelnet, Inc. is seeking a Portfolio Performance Analyst for Nelnet Financial Services in Lincoln, NE. The role focuses on monitoring consumer and student loan portfolios, translating data into actionable insights, and informing leadership decisions.

Collaboration with BI and cross-functional teams is essential for shaping portfolio priorities. The position emphasizes data extraction using SQL and Excel, cloud data warehouse work (Snowflake), and leveraging AI tools to accelerate analytics and