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Portfolio Data Analyst

Department: Asset Management

Location: San Diego, CA

The Portfolio Analyst role is responsible for driving enhanced asset performance for both clients and invested capital. The Portfolio Analyst will become the primary point of contact for clients and servicers in a wide range of asset classes from Solar Loans to Income Share Agreements and Student Loans. This role monitors portfolio performance through trend analysis and profitability throughout the loan life cycle.

Working with internal partners and external parties the Portfolio Analyst recommends process improvements and implement strategies to drive increased revenues. The Portfolio Analyst role requires an individual be able to manage complex projects with multiple parties under tight deadlines. A successful candidate will possess a unique blend of project management, analytics, and financial services experience with a desire to work in a fast-paced changing environment.

Please submit your resume to