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Summer Portfolio Performance Analyst Jobs (NOW HIRING)

Connexus Credit Union

Portfolio Analyst

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 ...

Connexus Credit Union

Portfolio Analyst

As an employer we foster collaboration and high performance to achieve excellence. We holistically ... This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving ...

Dext Capital LLC

Portfolio Analyst

Lake Oswego, OR · On-site

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

LIPAPRD

Sr Portfolio Analyst

Old Bethpage, NY · Hybrid

Job Summary The Sr Project Controls Analyst provides portfolio level financial and performance analysis for the organization's capital project programs. This role supports the PMO by overseeing ...

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Summer Portfolio Performance Analyst information

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$27.5K

$75.2K

$128.5K

How much do summer portfolio performance analyst jobs pay per year?

As of Jun 1, 2026, the average yearly pay for summer portfolio performance analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Summer Portfolio Performance Analyst, you need strong quantitative analysis skills, attention to detail, and coursework in finance, economics, or a related field. Familiarity with financial modeling tools, Excel, Bloomberg Terminal, and possibly programming languages like Python or R is highly valued. Strong communication, problem-solving abilities, and a collaborative mindset help you stand out in this internship role. These skills are crucial for accurately evaluating portfolio performance, generating actionable insights, and effectively supporting investment teams during the internship.

What are some typical projects a Summer Portfolio Performance Analyst might work on during their internship?

As a Summer Portfolio Performance Analyst, you can expect to work on projects such as analyzing portfolio returns, assisting in the preparation of performance attribution reports, and conducting benchmarking studies. You may also help automate data collection and reporting processes, evaluate risk metrics, and support senior analysts with ad hoc analysis. These projects will give you hands-on experience with investment data, exposure to portfolio management tools, and opportunities to collaborate with investment teams, risk analysts, and client service professionals.

What is a Summer Portfolio Performance Analyst?

A Summer Portfolio Performance Analyst is an intern or seasonal employee who assists investment or asset management firms in evaluating the performance of their investment portfolios during the summer months. Their responsibilities typically include analyzing financial data, generating performance reports, benchmarking portfolio returns against relevant indices, and supporting the investment team with research and data analysis. This role provides hands-on experience in investment performance measurement, exposure to portfolio management processes, and opportunities to develop analytical and financial modeling skills. It is ideal for students or recent graduates interested in finance, investments, or asset management.

What is the difference between Summer Portfolio Performance Analyst vs Summer Investment Analyst?

AspectSummer Portfolio Performance AnalystSummer Investment Analyst
Primary FocusAnalyzing portfolio performance metrics and reportingConducting investment research and supporting asset allocation
Required SkillsData analysis, performance measurement, financial modelingFinancial analysis, market research, valuation techniques
Work EnvironmentFinancial firms, asset management companiesInvestment banks, asset management firms
Common CertificationsNone mandatory, but CFA level I beneficialNone 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.

What cities are hiring for Summer Portfolio Performance Analyst jobs? Cities with the most Summer Portfolio Performance Analyst job openings:
What are the most commonly searched types of Portfolio Performance Analyst jobs? The most popular types of Portfolio Performance Analyst jobs are:
What states have the most Summer Portfolio Performance Analyst jobs? States with the most job openings for Summer Portfolio Performance Analyst jobs include:
Summer Portfolio Performance Analyst jobs near you
Portfolio Analyst

Portfolio Analyst

Connexus Credit Union

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Connexus Credit Union rating

6.0

Company rating: 6.0 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

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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