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Manager Portfolio Performance Analyst Jobs in Virginia

System One Holdings, LLC

Portfolio Manager

Vienna, VA · On-site

$80 - $90/hr

Assess portfolio performance for compliance with policies, procedures, and service level agreements ... Critical thinking, analytical, and problem-solving skills. * Ability to adapt to conflicting ...

System One

Portfolio Manager

Vienna, VA · On-site

Assess portfolio performance for compliance with policies, procedures, and service level agreements ... Critical thinking, analytical, and problem-solving skills. * Ability to adapt to conflicting ...

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Manager Portfolio Performance Analyst information

How does a Manager Portfolio Performance Analyst typically collaborate with other departments to optimize investment outcomes?

As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.

What does a Manager Portfolio Performance Analyst do?

A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.

What are the key skills and qualifications needed to thrive as a Manager Portfolio Performance Analyst, and why are they important?

To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.

What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?

AspectManager Portfolio Performance AnalystPortfolio Analyst
ResponsibilitiesOversees portfolio performance, develops strategies, manages teamAnalyzes portfolio data, prepares reports, supports decision-making
Required CredentialsBachelor's degree, possibly certifications like CFABachelor's degree, often similar certifications
Work EnvironmentFinancial firms, investment departmentsFinancial firms, asset management companies
Employer UsageUsed in roles with managerial oversightUsed in analytical support roles

The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.

What cities in Virginia are hiring for Manager Portfolio Performance Analyst jobs? Cities in Virginia with the most Manager Portfolio Performance Analyst job openings:
Manager Portfolio Performance Analyst jobs near you
Quantitative Analytics Manager, Portfolio Performance & Risk Management

Quantitative Analytics Manager, Portfolio Performance & Risk Management

Freddie Mac

Mclean, VA • On-site

Full-time

Posted 19 days ago

Job description

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it's at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose.
Position Overview:
Freddie Mac's Investment & Capital Markets (I&CM) Mortgage Assets & Risk Transfer Division is seeking a Quantitative Analytics Manager to join the Portfolio Performance Analytics (PPA) team. This role applies quantitative analytics to influence business strategy and decision-making for both the Single-Family Guarantee and I&CM Retained portfolios. The candidate will contribute to the development of innovative insights and tools that streamline mortgage portfolio analysis and inform critical business decisions. The candidate will also lead the team in delivering business analytics that enable effective business actions.
Our Impact:
The PPA team operates within the I&CM division and plays a pivotal role in optimizing key decisions affecting the Single-Family Guarantee and I&CM Retained portfolios. Our responsibilities include defining performance risk metrics, creating scenarios, forecasting performance, and providing business recommendations to enhance portfolio risk management and returns. This work involves portfolio simulation and scenario design, in-depth research, and portfolio analytics across capital, credit and market risk, P&L, and corporate models.
Your Impact:
  • Conduct analytics to monitor portfolio risk exposure using appropriate metrics, evaluate policy impacts on existing and new portfolios over specified time horizons, and assess the influence of model updates on business use.
  • Contribute to the design of business initiatives and the development of new internal application tool functionalities by conducting in-depth research on data, P&L, model uses, and business execution.
  • Collaborate and partner with groups across data, modeling, financial engineering, and finance to support analytical needs.
  • Provide up-to-date views of portfolio performance under various economic scenarios. Produce standardized sensitivity reports by updating the scenario library, preparing parameter files, executing sensitivity runs, and generating final reports.

Qualifications:
  • Doctorate degree with 3+ years of experience, or Master's degree with 5+ years of experience, in economics, quantitative finance, statistics, or a related quantitative field.
  • Demonstrated management experience.
  • Deep understanding of credit risk, market risk, cash flow models, and the impact of mortgage credit and prepayment on mortgage valuations.
  • Ability to craft narratives around complex model, business, or performance topics, leveraging visualization and dashboards.
  • Preferred experience developing or validating credit risk and market risk analytics, financial forecasting, and/or quantitative risk models.
  • Ability to manage complex projects in collaboration with cross-functional colleagues.
  • Strong Python, SQL, SAS, and Excel skills.

Keys to Success in this Role:
  • Managerial skills to lead teams and manage projects across departments.
  • Critical thinking and problem-solving skills, with the ability to resolve complex business issues through creative solutions and gain buy-in from key stakeholders.
  • Ability to translate business requirements into analytical problems and communicate analytical results effectively in business terms.
  • Ability to multitask and work efficiently under tight deadlines.

Current Freddie Mac employees please apply through the internal career site.
We consider all applicants for all positions without regard to gender, race, color, religion, national origin, age, marital status, veteran status, sexual orientation, gender identity/expression, physical and mental disability, pregnancy, ethnicity, genetic information or any other protected categories under applicable federal, state or local laws. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
A safe and secure environment is critical to Freddie Mac's business. This includes employee commitment to our acceptable use policy, applying a vigilance-first approach to work, supporting regulatory mandates, and using best practices to protect Freddie Mac from potential threats and risk. Employees exercise this responsibility by executing against policies and procedures and adhering to privacy & security obligations as required via training programs.
CA Applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit www.BountyJobs.com and register with our referral code: MAC.
Time-type:Full time
FLSA Status:Exempt
Freddie Mac offers a comprehensive total rewards package to include competitive compensation and market-leading benefit programs. Information on these benefit programs is available on our Careers site.
This position has an annualized market-based salary range of $147,000 - $221,000 and is eligible to participate in the annual incentive program. The final salary offered will generally fall within this range and is dependent on various factors including but not limited to the responsibilities of the position, experience, skill set, internal pay equity and other relevant qualifications of the applicant.
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About Freddie Mac

Sourced by ZipRecruiter

Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

McLean, VA, US

Year founded

1970

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