Portfolio Analytics Specialist

Company: National Rural Utilities Cooperative
Location: Sterling
Posted on: March 17, 2023

Job Description:

Portfolio Analytics Specialist

Join a member-driven leader in a fast-paced, challenging and collaborative environment with the shared mission of supporting America's network of rural electric cooperatives. Since its formation in 1969, National Rural Utilities Cooperative Finance Corporation, or CFC, located in Dulles, Virginia, has provided capital and industry-leading financial products to more than 900 not-for-profit, consumer-controlled utility systems across the United States. Our exceptional team delivers the "CFC Difference" that encompasses our values of service, integrity and excellence in all our interactions.

The Portfolio Analytics Specialist creates and maintains automated portfolio analysis models/tools and reporting systems that are used to monitor and evaluate the credit quality and performance statistics of CFC's loan and guarantee portfolios.

As a Portfolio Analytics Specialist, you will:
- Create and maintain automated portfolio analysis models/tools and reporting systems that collect, organize, analyze and present data, metrics and trends with regard to the credit quality and performance statistics of CFC's loan and guarantee portfolios.
- Produce recurrent and ad hoc analytics and reports which are widely used and relied upon by management and the three boards of directors to manage portfolio credit risk, and to support lending and other business decisions.
- Assist in the preparation of the monthly portfolio summary and report which is distributed to senior and mid-level management and includes commentary, analysis and output from multiple reports.
- Reconcile the loan and guarantee balances in the month-end data repositories against the related balances in CFC's financial statements, and ensure the integrity of the data contained in repositories for portfolio analytics, modeling and reporting as well as other CFC reports and applications.
- Troubleshoot data issues with accounting and IT departments, streamline query/data collection processes, enhance automated portfolio analysis models/tools and reporting systems, implement process improvements and develops and maintains/ updated procedures.
- Serve as backup to and perform work of the Compliance Specialist with regard to the administration of Covenant Compliance database and Officer's Compliance Certificate (OCC) system/processes.

To be successful, you will need:
- Bachelor's degree in Mathematics, Statistics, Economics, Qualitative Finance or other related field.
- 5 years of experience with data, analytics, modeling and report development in a business role.
- Related experience with a major bank or financial services company preferred. Strong financial acumen, with ability to present complex information in a clear and concise manner.
- Understanding of database architecture, data warehouses and related applications/tools/skills used for business data collection, organization, analysis, modeling and report development.
- Advanced MS Office (Excel, Access, Word, PowerPoint) skills including Excel modeling using VBA, advanced formulas, pivot tables, etc.
- Intermediate level of proficiency with QlikView and/or SQL, Microsoft Power BI tools (Power Query, PowerPivot and Power View) DAX and SharePoint.
- Basic knowledge/experience with statistical or mathematical software packages (R, MATLAB, SAS, etc.)

We offer a comprehensive benefits package that includes hybrid work options; annual incentive opportunities; an employer-paid pension plan; 401(k); medical, dental and vision insurance; a generous leave policy; onsite gym; and more-all in a friendly, professional work environment. For additional information, please visit our website at www.nrucfc.coop. CFC is an Equal Opportunity Employer committed to workforce diversity.

Keywords: National Rural Utilities Cooperative, Sterling , Portfolio Analytics Specialist, Other , Sterling, Virginia