The Portfolio Performance Analyst, reporting to the Director of Analytics, monitors and analyzes the performance of consumer loans, student loans, securitizations, and other financial services asset ...
New
The Portfolio Performance Analyst, reporting to the Director of Analytics, monitors and analyzes the performance of consumer loans, student loans, securitizations, and other financial services asset ...
New
The Portfolio Performance Analyst, reporting to the Director of Analytics, monitors and analyzes the performance of consumer loans, student loans, securitizations, and other financial services asset ...
New
Jersey City, NJ · On-site
$120K - $140K/yr
Conduct portfolio, market, and performance research to support client communications and marketing initiatives. * Identify opportunities to improve reporting processes and automate recurring ...
Jersey City, NJ · On-site
$120K - $140K/yr
Conduct portfolio, market, and performance research to support client communications and marketing initiatives. * Identify opportunities to improve reporting processes and automate recurring ...
$120K - $140K/yr
Conduct portfolio, market, and performance research to support client communications and marketing initiatives. * Identify opportunities to improve reporting processes and automate recurring ...
$120K - $140K/yr
Conduct portfolio, market, and performance research to support client communications and marketing initiatives. * Identify opportunities to improve reporting processes and automate recurring ...
San Rafael, CA · On-site
$83K - $90K/yr
The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Experience with portfolio management, manager research software and investment accounting systems ...
New
San Rafael, CA · On-site
$83K - $90K/yr
The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Experience with portfolio management, manager research software and investment accounting systems ...
New
San Rafael, CA · On-site
$83K - $90K/yr
The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Experience with portfolio management, manager research software and investment accounting systems ...
New
San Rafael, CA · On-site
$83K - $90K/yr
The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Experience with portfolio management, manager research software and investment accounting systems ...
New
Raleigh, NC · On-site
$85K - $113K/yr
Experience supporting portfolio-level reporting and operational performance analysis. * Familiarity with forecasting methodologies, variance analysis, and project performance management. * Experience ...
Raleigh, NC · On-site
$85K - $113K/yr
Experience supporting portfolio-level reporting and operational performance analysis. * Familiarity with forecasting methodologies, variance analysis, and project performance management. * Experience ...
San Rafael, CA · On-site
$83K - $90K/yr
The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Experience with portfolio management, manager research software and investment accounting systems ...
San Rafael, CA · On-site
$83K - $90K/yr
The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Experience with portfolio management, manager research software and investment accounting systems ...
Carmel, IN · On-site
The Performance Analyst supports the Enterprise Technology Performance and Insights Team by ... Our diverse business portfolio allows employees broad career options with the advantage of staying ...
Carmel, IN · On-site
The Performance Analyst supports the Enterprise Technology Performance and Insights Team by ... Our diverse business portfolio allows employees broad career options with the advantage of staying ...
Raleigh, NC · On-site
$85K - $113K/yr
Experience supporting portfolio-level reporting and operational performance analysis. * Familiarity with forecasting methodologies, variance analysis, and project performance management. * Experience ...
Raleigh, NC · On-site
$85K - $113K/yr
Experience supporting portfolio-level reporting and operational performance analysis. * Familiarity with forecasting methodologies, variance analysis, and project performance management. * Experience ...
San Rafael, CA · On-site
$83K - $90K/yr
The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Experience with portfolio management, manager research software and investment accounting systems ...
San Rafael, CA · On-site
$83K - $90K/yr
The Performance Analyst role is an opportunity to join a private Bay Area investment company ... Experience with portfolio management, manager research software and investment accounting systems ...
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Quick apply
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Quick apply
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Farmington, CT · On-site
Investment Performance Analyst Position Description This position is primarily responsible for ... Collaborate with Portfolio Managers, client-facing teams, Investment Systems and Compliance on ad ...
Farmington, CT · On-site
Investment Performance Analyst Position Description This position is primarily responsible for ... Collaborate with Portfolio Managers, client-facing teams, Investment Systems and Compliance on ad ...
Farmington, CT · On-site
... client performance reporting and the maintenanceand calculation of GIPS Composites, including ... may include performanceand risk statistics, portfolio analytics requests, fundamental ...
Farmington, CT · On-site
... client performance reporting and the maintenanceand calculation of GIPS Composites, including ... may include performanceand risk statistics, portfolio analytics requests, fundamental ...
Lake Oswego, OR · On-site
$65K - $85K/yr
We are seeking a motivated individual to join us as a Portfolio Manager to oversee the performance ... Strong financial statement analysis skills * Proficiency in Excel and financial modeling tools
Lake Oswego, OR · On-site
$65K - $85K/yr
We are seeking a motivated individual to join us as a Portfolio Manager to oversee the performance ... Strong financial statement analysis skills * Proficiency in Excel and financial modeling tools
As an employer we foster collaboration and high performance to achieve excellence. We holistically ... The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at ...
As an employer we foster collaboration and high performance to achieve excellence. We holistically ... The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at ...
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Seattle, WA · On-site
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
Seattle, WA · On-site
Portfolio Performance Specialist The Portfolio Performance Specialist provides support to the ... Completes various human resources, financial, administrative, and other reports and analysis, and ...
$27.5K - $36.7K
1% of jobs
$36.7K - $45.9K
11% of jobs
$45.9K - $55K
11% of jobs
$56.3K is the 25th percentile. Wages below this are outliers.
$55K - $64.2K
20% of jobs
The median wage is $67.6K / yr.
$64.2K - $73.4K
20% of jobs
$82.2K is the 75th percentile. Wages above this are outliers.
$73.4K - $82.6K
13% of jobs
$82.6K - $91.8K
7% of jobs
$91.8K - $101K
4% of jobs
$101K - $110.1K
2% of jobs
$110.1K - $119.3K
6% of jobs
$119.3K - $128.5K
4% of jobs
$27.5K
$75.2K
$128.5K
| Aspect | Summer Portfolio Performance Analyst | Summer Investment Analyst |
|---|---|---|
| Primary Focus | Analyzing portfolio performance metrics and reporting | Conducting investment research and supporting asset allocation |
| Required Skills | Data analysis, performance measurement, financial modeling | Financial analysis, market research, valuation techniques |
| Work Environment | Financial firms, asset management companies | Investment banks, asset management firms |
| Common Certifications | None mandatory, but CFA level I beneficial | None mandatory, CFA level I beneficial |
The Summer Portfolio Performance Analyst primarily focuses on evaluating and reporting portfolio performance, while the Summer Investment Analyst concentrates on researching investments and supporting decision-making. Both roles require strong analytical skills and are common in asset management and investment firms, often sharing similar credentials and work environments.
$80K - $100K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Posted 2 days ago
New
Nelnet is a diversified and innovative company committed to enriching lives through the power of service as a student loan servicer, professional services company, consumer loan originator and servicer, payments processor, renewable energy solutions, and K-12 and higher education expert. For over 40 years, Nelnet has been serving its customers, associates, and communities.
The perks of working at Nelnet go beyond our benefits package. When you join the Nelnet team, you're part of a community invested in the success of each individual. That support comes through in our work, as we are united by our mission of creating opportunities for people where they live, learn, and work.
The Portfolio Performance Analyst, reporting to the Director of Analytics, monitors and analyzes the performance of consumer loans, student loans, securitizations, and other financial services asset classes, translating complex data into clear narratives and actionable recommendations for leadership. The ideal candidate is naturally curious, enjoys working with data, and thrives in a collaborative environment where identifying trends, surfacing risks, and helping drive strategic decisions define success. This role partners closely with the Business Intelligence team and cross-functional stakeholders to shape portfolio insights that inform business outcomes.Key Responsibilities
Portfolio Monitoring and Analysis: Proactively monitor portfolio performance to identify trends, anomalies, risks, and opportunities, developing a clear understanding of what is changing, why it may be happening, and where deeper analysis is needed.
Recommendations to Leadership: Develop and present recommendations to management based on portfolio analysis, and stay actively engaged with business partners to help drive follow-through and meaningful outcomes.
Data Storytelling and Communication: Communicate findings clearly and effectively, using data to tell a compelling story for both technical and non-technical audiences.
Analytical Frameworks: Build and maintain consistent analytical frameworks that enable repeatable, high-quality work and create continuity across the team.
Data Extraction and Analysis: Draw on SQL, Excel, and modern analytical tools to extract, organize, and analyze data from multiple sources.
AI and Automation Adoption: Leverage and experiment with AI tools and technologies to enhance productivity, analysis, and insight generation.
Collaboration: Work with stakeholders across the organization to understand business needs, frame analytical questions, and align analysis to portfolio priorities.
Partnership with the BI Team: Work closely with the Business Intelligence team, including requesting and refining charts, dashboards, and tables to support analysis and storytelling.
Data Quality and Availability: Partner with key stakeholders across the organization to improve data quality, reporting efficiency, and data availability.
**Pay Range for this role is - $80,000 - $100,000
Education
Bachelor's degree in finance, economics, data analytics, business, statistics, mathematics, or a related field is preferred, but applicable experience in an analytical or business-related role will also be considered.
Required Skills and Experience
Minimum of 4-6 years in an analytical, finance, business intelligence, risk, credit, portfolio management, or related business role.
Strong proficiency in SQL and Excel, including data extraction, joins, aggregations, lookup logic, pivot tables, trend analysis, reconciliations, and scenario analysis.
Hands-on work with Snowflake or other cloud-based data warehouses.
Practical use of AI tools (such as ChatGPT, Claude, or similar) for analytical work, including generating SQL, summarizing datasets, drafting analytical narratives, or accelerating documentation.
Strong attention to detail and problem-solving skills, with the ability to investigate complex data questions and determine practical answers.
Ability to operate effectively in ambiguous situations, demonstrating resourcefulness and independent judgment to find workable paths forward without requiring step-by-step direction.
Effective communication and interpersonal skills, with the ability to translate analytical findings for both technical and non-technical audiences.
Ability to work independently or collaborate effectively as part of a team.
Helpful Skills and Experience
Prior work with consumer loans, private student loans, home improvement lending, securitizations, or other credit products.
Exposure to credit, lending, or portfolio performance concepts such as delinquency, charge-offs, losses, prepayments, vintage analysis, or repayment behavior.
Experience communicating analytical findings and recommendations to senior management.
Working knowledge of Python, R, or similar languages for analysis, validation, or workflow automation.
Comfort with forward-looking models, forecasting, or regression analysis for credit loss estimation.
Familiarity with SSMS, Power BI, or other data analysis and visualization tools.
Demonstrated ability to work with large, complex datasets.
Please note that we are unable to provide visa sponsorship for this position. To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship.
Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: Benefits & Perks - Nelnet Inc.
Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone.
Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at 402-486-5725 orcorporaterecruiting@nelnet.net.
Nelnet is a Drug Free and Tobacco Free Workplace.
Use of Artificial Intelligence in Hiring
We may use automated or artificial intelligence enabled tools to assist with the initial review of applications, such as identifying relevant skills or experience. These tools are used to support human review and do not make hiring decisions. A recruiter reviews applications and determines which candidates move forward in the hiring process. For more information, see our Privacy Policy and Pre-Use Notice: Automated Tools in Hiring