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Investment Portfolio Management Analyst
Job Summary: Work with business management and Credit Review/Analysis staff to maximize loan portfolio performance in line with the firm's risk management objectives. Functional Responsibilities: Produce mortgage risk reporting and analysis and assist in preparing required reports to manager using a combination of tools including Microsoft Access. Assist in monitoring the portfolio quality against established criteria, and recommending adjustments to existing credit facilities as appropriate. Create Standardized queries to collect and analyze data from various data sources. Run and distribute daily, weekly and monthly reports. Fulfill ad-hoc requests from various department managers. Analyze report results for data integrity and accuracy. Assist with the design and development of...
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