Sr. Portfolio Data Analyst jobs in United States
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One Park Financial · 16 hours ago

Sr. Portfolio Data Analyst

One Park Financial is a leading Financial Technology company dedicated to empowering small businesses by connecting them with flexible financing options. The Portfolio Data Analyst will play a critical role in driving risk-informed growth by monitoring the portfolio, detecting performance shifts, and identifying opportunities for sustainable expansion.

Financial Services

Responsibilities

Portfolio Monitoring: Develop and maintain processes to track portfolio health in real time, identifying potential degradation or improvement trends
Loss Driver Analysis: Analyze correlations between performance and key features such as industry, credit scores, and macroeconomic conditions
Opportunity Identification: Highlight pockets of the portfolio where risk is lower than expected, enabling growth and expansion opportunities
Trend Detection: Continuously monitor shifts in performance data and escalate findings to executives with clear, actionable insights
Standardization & Process Building: Create repeatable frameworks for portfolio analytics and ensure consistency in monitoring practices
Risk Strategy Projects: Contribute to initiatives that strengthen risk policies, credit strategies, and portfolio management practices
Operations Collaboration: Work closely with operations teams to understand front-line business processes and assist in onboarding policy changes
Executive Communication: Translate complex analyses into clear recommendations that influence decision-making
Advanced Analytics: (As applicable) contribute to credit risk modeling, machine learning initiatives, and forecasting projects
Credit Analytics Projects: Support risk strategy through other credit analysis projects as necessary

Qualification

SQLPythonData AnalysisRisk AnalyticsCommunication SkillsMachine LearningFinancial Services ExperienceBilingual (English/Spanish)

Required

3+ years of experience in a data analyst, risk analyst, or portfolio analytics role
Strong SQL skills, including window functions, common table expressions (CTEs), and subqueries
Proficiency in Python, particularly standard data analysis libraries such as pandas and numpy
Proven ability to monitor portfolios, run trend analyses, and provide actionable insights
Excellent communication skills with a track record of influencing senior leadership
Bachelor's degree in a quantitative field (Finance, Economics, Statistics, Data Science, or related)

Preferred

Experience in lending or financial services, particularly with loan portfolios or credit analytics
Experience leveraging Plaid transaction data for analytics
Exposure to machine learning techniques applied to risk modeling, forecasting, or portfolio analysis
Experience working with executives or cross-functional teams to drive change
Bilingual (English/Spanish) a plus

Benefits

Competitive Salary
401k with Match
Health insurance
Dental & Vision Insurance
Life insurance
Identity protection
Paid time off
Office Snacks
Monthly events

Company

One Park Financial

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One Park Financial offers financial services that connect merchants with the most diverse and experienced private business lenders.

Funding

Current Stage
Growth Stage

Leadership Team

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John Powley
Chief Technology Officer
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Douglas Pilzer III
Authorized Partner
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Company data provided by crunchbase