Portfolio Strategy Analyst II

PENNYMAC; Carrollton (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Comprehensive Medical, Dental, and Vision

Paid Time Off Programs

Wellness Programs

Retirement benefits

Philanthropy Programs

Job summary

A financial services firm is seeking a Portfolio Strategy Analyst II to support asset management and portfolio oversight. The role involves data preparation, querying using MS Excel, MS SQL, and Snowflake, and applying financial concepts for reporting and analysis. Candidates should have a Bachelor's degree in Finance or a related field and strong analytical skills. Benefits include comprehensive medical coverage and paid time off programs.

Qualifications

• Entry-level prior work experience required.
• Experience in financial services preferred.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Prepare and query data for various reporting.
• Execute and edit Snowflake and MS SQL jobs as needed.
• Create new tables and views in Snowflake for analysis.

Skills

Critical thinking

Problem solving

Mathematical skills

Attention to detail

Team player

Education

Bachelor's degree in Finance, Statistics, Math, Science or Engineering

Tools

MS Excel

MS SQL

Snowflake

PowerPoint

Job description

Portfolio Strategy Analyst II at PENNYMAC

Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.

Typical Day

The Portfolio Strategy group is responsible for asset management, portfolio oversight and best execution of servicing strategies. This role requires the application of financial concepts and active monitoring of Key Performance Indicators (KPIs) as it relates to the operational performance of Pennymac’s loan portfolio. The primary function of the Portfolio Strategy Analyst II is to support management on multiple areas within Portfolio Strategy with recurring reporting, ad hoc analysis, build‑out of new reporting and analysis to support new business lines, and handle conversions based on changing data structures. The analyst is expected to perform analysis with an undergraduate level understanding of financial concepts.

Responsibilities

• Responsible for various recurring, and non‑recurring reports that require data preparation and querying using MS Excel, MS SQL and Snowflake
• Execute Snowflake and MS SQL jobs on a regular basis and as required to make sure data is available for reporting and analysis
• Edit code behind existing Snowflake and MS SQL jobs as necessary to support changing needs
• Transform and enhance data, reporting and queries used by the team whenever there are changes to data structure or market/business conditions
• Create new tables and views in Snowflake as necessary to support reporting and analysis
• Apply financial concepts to improve loss mitigation strategies
• Create slides and PowerPoint presentations that capture new strategies, portfolios, risks, or opportunities as outlined by leadership

Qualifications

• Bachelor's degree (Finance, Statistics, Math, Science or Engineering majors preferred) and entry‑level prior work experience
• Excellent critical thinking, problem solving (quantitative, conceptual and analytical), and mathematical skills along with sound judgment
• Must be a team player with strong attention to detail and able to work independently
• Proven track record at delivering timely and accurate information in a fast‑paced environment
• Highly proficient in MS Excel, Word and PowerPoint
• Proficient in querying data using MS SQL or Snowflake
• Financial Services and, if possible, mortgage industry experience preferred
• Strong business acumen and ability to interface with executive management

Benefits

• Comprehensive Medical, Dental, and Vision
• Paid Time Off Programs including vacation, holidays, illness, and parental leave
• Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe‑style dining (select locations)
• Retirement benefits, life insurance, 401k match, and tuition reimbursement
• Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

Compensation

$65,000 - $100,000

Work Model

OFFICE