Senior Associate – Strategic Portfolio Management

The Fannie Mae; United States; On-site; USD 85,000 - 110,000; Full time

Job summary

Fannie Mae seeks a Data & Insights professional to collect, analyze, and interpret financial, operational, and portfolio data to guide enterprise planning and prioritization. You will develop decision-ready insights by merging strategy, capacity, and financial data for leadership decisions across the enterprise.

You will partner with CFOs and business/tech stakeholders to create robust reporting, support governance, and drive data-driven prioritization and investment reviews.

Qualifications

• 2+ years of experience analyzing financial, operational, or portfolio data.
• Experience with large datasets and turning analysis into recommendations.
• Collaboration across Finance, Technology and Business organizations.
• Strong analytical, problem-solving, communication and stakeholder skills.
• Willingness to learn new technologies, including AI.
• Experience with enterprise planning or PMO is preferred.
• Experience with Anaplan, Apptio, Jira, or similar tools.
• Experience with BI/dashboards such as Power BI or Tableau.

Responsibilities

• Budgeting, forecasting, variance analysis, and reporting.
• Develop portfolio and executive reports combining multiple data types.
• Analyze portfolio performance and optimize resources.
• Partner with CFOs to support enterprise planning and reviews.
• Support data governance and data quality improvements.
• Perform data integrity checks for enterprise reporting.
• Conduct strategic research to improve portfolio management.
• Source data for analytics and what-if scenarios.

Skills

Analytical thinking

Stakeholder management

Cross-functional collaboration

Communication skills

Adaptability

Problem solving

Business acumen

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Anaplan

Apptio

Targetprocess

Jira

Power BI

Tableau

Job description

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.

Job Description

As a valued colleague on our Strategic Portfolio Management (SPM) Data & Insights team, you will collect, analyze, and interpret financial, operational, portfolio, and delivery information to support enterprise planning and prioritization. You will help develop decision-ready insights by integrating strategy, work, capacity, and financial data, enabling leadership to make informed investment, prioritization, and resource allocation decisions across the enterprise.

THE IMPACT YOU WILL MAKE

• Perform budgeting, forecasting, variance analysis, financial and portfolio reporting.
• Develop portfolio and executive reporting that combines financial, operational, initiative, and delivery data to support Strategic Portfolio Management and enterprise prioritization.
• Analyze portfolio performance, including trends, capacity utilization, Run vs. Change allocations, and initiative performance to identify risks and optimization opportunities.
• Partner with Business Unit CFOs and business and technology stakeholders to develop decision-ready insights supporting enterprise planning, prioritization, and quarterly portfolio reviews.
• Support data governance and reporting improvements by validating data quality across enterprise planning and portfolio management platforms.
• Perform financial data integrity checks and summarize and financial, operational, and portfolio data to support enterprise reporting and decision-making.
• Conduct strategic research, analysis, and benchmarking to identify opportunities to improve enterprise portfolio management, governance, and planning capabilities.
• Source and analyze data for business analytics, including scenario and attribution analysis, what-if analysis, trend analysis, and business driver identification to support executive planning and investment decisions.

THE EXPERIENCE YOU BRING TO THE TEAM

• Minimum Required Experiences: 2 years experience analyzing financial, operational, or portfolio data to support business decisions.
• Experience working with large datasets and translating analytical findings into actionable business recommendations.
• Demonstrated ability to collaborate across Finance, Technology, and Business organizations to support cross-functional initiatives.
• Strong analytical, problem-solving, communication and stakeholder management skills.
• Shows curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence, to reimagine how we work.
• Desired Experiences: Bachelor degree or equivalent Experience supporting strategic planning, portfolio management, PMO, or enterprise transformation initiatives.
• Experience coordinating cross-functional projects or strategic initiatives, including tracking milestones, risks, dependencies, and action items.
• Experience with enterprise planning, portfolio management, or financial management platforms such as Anaplan, Apptio Targetprocess, Jira, or similar tools.
• Experience with business intelligence and data visualization tools (e.g., Power BI, Tableau).
• Experience preparing executive presentations, briefing materials, and business recommendations for senior leadership.

Additional Information

Target Pay Range: $85,000 - $110,000 a year #LI-Hybrid #LI-ME1

Requisition compensation: 85000 to 110000

For most roles, employees are expected to work onsite on a regular basis at their designated office location. In‑office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.

Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor.

Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company.

If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.

This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program).

As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.

The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. Tackle America’s biggest housing challenges using the latest technology and AI, while collaborating with experts in their fields. Join our energizing environment—you’re invited to apply. Join our talent community to be the first to hear about happenings at Fannie Mae and share your experience to hear about potential job opportunities for you. As a Fortune 25 company, Fannie Mae expands access to housing across America. Powered by the latest tech and AI, our innovative products and services drive the mortgage industry forward. We believe that prioritizing our people’s growth and success is essential to achieving our business goals and fulfilling our purpose.