Senior Portfolio Reporting Analyst

Job Description:
The Senior Portfolio Reporting Analyst will report to the Portfolio Manager within the Asset Management team.  This position is responsible for driving enhanced asset performance for both clients and invested capital, communicating with internal and external project stakeholders, and guiding less experienced data analysts. The Senior Portfolio Reporting Analyst will support a wide range of asset classes including Solar and Home Improvement Loans, Income Share Agreements, and Student Loans, and will monitor portfolio performance through trend analysis and profitability throughout the loan life cycle. A successful candidate will possess a unique blend of analytics, data visualization, and project management experience with a desire to work in a fast-paced changing environment.

Responsibilities:

• Mine and extract portfolio data using SQL and Azure ‘big data’ technologies, R/Python, and visualization tools like Excel and Tableau/Power BI (or similar tools)
• Provide actionable insights into key business performance metrics
• Efficiently implement and streamline reporting solutions to support business needs and to help drive operational efficiencies
• Collaborate with Business Intelligence (BI) to help maintain data integrity in systems; catch data anomalies and have a direct influence on data quality
• Develop and maintain dashboards to provide transparency into portfolio performance incorporating enhancements and modifications based on client feedback and the current economic climate
• Collaborate with project stakeholders to better understand valuable objectives and KPIs and to design relevant reports and dashboards
• Assist in implementing or developing systems to capture business operation information
• Perform analysis and research to better understand portfolio dynamics, and then recommend and implement strategies to optimize returns
• Effectively communicate trends and insights to senior leadership through monthly performance summaries and regular business reviews
• Collaborate with key stakeholders including Executive, Finance, Compliance, Servicing, Operations teams, and external Clients
• Guide less experienced data analysts

• A data junkie identity with an inquisitive nature and a high “figure-it-out” quotient
• Bachelor’s Degree required (in Finance, Economics, Mathematics, or similar quantitative field preferred)
• 3-5 years of experience as Data Analyst or Reporting Analyst
• Highly proficient at Excel, and either SQL, SAS, python, or visualization tools like Tableau/PowerBI (or similar tools) for data analysis
• Strong written, verbal, and presentation-based communications skills
• Able to work independently in a team environment without close supervision
• Willingness to learn and use native cloud (Azure/AWS) tools for harvesting data and producing insights 
• Excellent time management and organization skills, as well as attentiveness to details and a commitment to follow up
• Ability to effectively manage several tasks in a fast-paced environment while consistently meeting deadlines

• Experience with pySpark and knowledge of ML frameworks and libraries
• Experience working in consumer finance, banking, or collections
• Experience working in cross-functional teams
• Experience verbally explaining reports, dashboards, or analytics to senior management and external clients

• An eagerness to learn and grow your technical skills.
• A drive to succeed, a sense of urgency, and a passion for the work.
• All-around good teammates who are cooperative, approachable, and dedicated to helping others succeed.

• Position salary range: $95,000-$105,000/yr DOE
• Performance bonus opportunity paid three times a year
• Long Term Incentive program
• 401(k) + company match up to 4%
• Medical, dental, and vision coverage
• Annual HSA contribution of $1,600
• Life insurance, disability, and critical illness
• Birthday holiday
• 2 floating Community Days
• Hybrid work schedule based on length of service and performance standards
• Free snacks and drinks in the office
• Tuition reimbursement program
• Generous PTO, including Paid Parental Leave
• $2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
• Community funds, wellness funds, and more

Learn more about our benefits by viewing our 2024 Employee Benefits Brochure.

Goal Solutions, LLC (“Goal” or the “Company”) is an innovative consumer loan servicing and asset management company providing comprehensive and customizable solutions driven by technology, analytics, and industry expertise.

Directly or through its subsidiaries, GSS Data Services, Launch Servicing (“Launch”) and Turnstile Capital Management (“TCM”), Goal provides primary servicing, asset management, collections management, direct collections, administration, and treasury services. Key markets we serve include residential solar, home improvement, student finance, and a growing number of personal loan providers. Currently Goal serves a variety of clients including hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities with over $30B in assets under management.

Goal will continue to grow the business both organically and through acquisitions. Senior Goal leadership has been working together for over fifteen years and we pride ourselves and our work on our mission, values, culture, and service to our community. Our company is headquartered in San Diego, CA and has been named “Best Places to Work” by the San Diego Business Journal since 2015.

The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.

Equal Employment Opportunity

It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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