Top 6404 Portfolio Strategy Analyst Jobs

Portfolio Analyst
Connexus Credit Union —Remote
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- Health savings account
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Portfolio Analyst

Connexus Credit Union -
Remote

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Job Details

Full-time

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Volunteer time off
Life insurance

Qualifications

Vendor relationship building
Data visualization software proficiency
Banking analysis in risk and credit
Business intelligence report generation
SQL
Business intelligence tools
Financial services
Productivity software
Cross-functional collaboration
Cross-functional communication
Excel data analysis
Database software proficiency

Full Job Description

Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

25 days of paid time off and 10 paid holidays
16 hours of paid Volunteer Time Off
401K Retirement with up to 6% employer match
Excellent Health, Dental, Vision insurance, including multiple plan options
Health Savings Account with generous employer contributions
Employer paid Life insurance, Short-Term and Long-Term Disability
Tuition Reimbursement from $4,000 - $7,000 per calendar year
Robust Learning and Development program that includes an annual professional development stipend

About the Role: The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at Connexus Credit Union. This role is responsible for aggregating and analyzing portfolio performance data to identify trends, improve operational efficiency, reduce losses, and support strategic decision-making across lending and recovery functions. The analyst partners closely with department leadership to develop and maintain recurring reports, dashboards, and performance metrics related to delinquency, repossession activity, recoveries, bankruptcy, charge-offs, legal recovery, and collection effectiveness.

Responsibilities:

Portfolio Analytics & Monitoring

Analyze delinquency, charge-offs, roll rates, cure rates, recoveries, loss trends and concentration across lending portfolios including detailed review based on collateral type, geography, product, and borrower characteristics.
Monitor portfolio performance against risk appetite, forecasts, and budget.
Identify and escalate emerging risk trends/signals and behavioral shifts in delinquency, charge-offs, concentrations, underwriting standards, policy exceptions and overall loan portfolio performance to ensure the health of Connexus lending portfolios.
Within the Enterprise Risk role, conducts quantitative and qualitative analysis to support risk-related decision-making processes including new lending programs.

Reporting & Executive Insights

Develop and maintain wholistic risk dashboards, heatmaps, early warning indicator (EWI) metrics and reoccurring performance reports that provide clear, timely, and actionable insights across all Connexus lending portfolios.
Translate data into clear, actionable insights including recommendations for action to Enterprise Risk or Credit Risk leadership.
Support business unit partners and management with ad hoc reports as needed.
Support executive and board level reporting requests on recoveries, risk exposure and trends as needed.

Forecasting & Scenario Analysis

With the Credit Risk role, support loss forecasting, recovery projections, and stress scenarios.
Within the Enterprise Risk role, develop proactive analysis and modeling including stress tests, static pool analysis, scenario analysis and drill down reporting to identify emerging risks within Connexus loan portfolios.
Model impact of strategy changes, policy shifts, or economic conditions on Connexus loan portfolios.
Partner with Finance on budget planning and variance analysis.

Governance, Compliance & Data Integrity

Ensure reporting accuracy and data integrity across systems.
Support audits, exams, and model validation requests as needed.
Maintain documentation for assumptions, methodologies, and metrics.
Within the Enterprise Risk role, manage and maintain the loan analytics platform (nCino), including data integrity and system optimization.
Ensure compliance with company policies, procedures, and regulatory requirements related to risk management.
Assist in maintaining and updating risk management and lending policies, ensuring alignment with industry best practices and organizational objectives.
Own and facilitate the Enterprise/Credit Risk Committee meetings, including agenda preparation, reporting, and documentation.

Cross-Functional Collaboration

Partner with first line of defense business partners including Collections/Recovery, Institutional, Direct and Indirect Lending, Loan Operations, Vendor Management, Compliance, Finance, Data, and IT to ensure continuity and accuracy of reporting and analysis.
Support evaluation, maintenance and development of third-party vendor relationships.
Contribute to test-and-learn initiatives and continuous improvement efforts.

Collections Strategy & Optimization

Evaluate effectiveness of collections strategies, treatments, and channels.
Support segmentation models (risk, balance, behavior, hardship indicators).
Measure strategy lift, marginal ROI, and cost-to-collect by segment.
Provide insights to improve early-stage intervention and late-stage recovery.

Position Requirements:

This position is Remote.
Bachelor's Degree, or commensurate experience is Required.
3+ years of experience in credit risk, collections analytics, portfolio risk, or financial services analytics is Required.
Experience with SQL, Tableau, Power BI, nCino or similar BI tools.
Knowledge of collections platforms (e.g., AKUVO, Fiserv).
Proficient in Microsoft Office Suite with advanced Excel and PowerPoint skills.
Advanced Excel proficiency including use of formulas, pivot tables, macros, charts, queries etc.
Strong analytical mindset with ability to understand and interpret large data sets, draw meaningful conclusions and translate into both recommendations or alternative solutions regarding specific actions to take and by providing executive-ready insights.
Demonstrated ability to build strong relationships with internal and external stakeholders to promote risk awareness and accountability.

Connexus Credit Union's Employer Recognitions:

2026 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35

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