Portfolio Strategy Analyst II — Mortgage Data Insights

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

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.