Develop and maintain deep analytical understanding of student loan portfolio performance
Conduct complex portfolio analyses across programs, cohorts, and borrower segments to identify performance drivers, risks, and emerging trends
Serve as a primary analytical resource for portfolio performance questions from senior leadership, Finance, Operations, and Strategy teams
Design analytical frameworks to track, measure, and evaluate portfolio strategies, pilots, and initiatives
Define success metrics, baselines, and evaluation methodologies in partnership with Data Analytics and business stakeholders
Perform post-implementation analysis to assess effectiveness, quantify impact, and identify unintended consequences
Translate analytical findings into evidence-based recommendations to inform future strategy decisions
Define, standardize, and evolve portfolio-level metrics and KPIs to ensure consistency and analytical rigor
Partner with Data Analytics teams to design and enhance analytical data models and portfolio-specific datasets
Design, build, and maintain analytical content in Power BI, including semantic models, DAX measures, and performance-optimized dashboards
Provide analytical direction, mentorship, and thought leadership related to portfolio analytics and measurement practices.

Bachelor’s degree in Analytics, Data Science, Finance, Economics, Statistics, or related field (Master’s preferred)
Extensive experience performing advanced analytics on large, complex financial or loan portfolios
Expert-level SQL skills for complex data extraction and analysis
Strong proficiency in Python for data analysis, automation, or modeling
Advanced experience with Power BI, including data modeling and DAX
Proven ability to translate analytical findings into clear insights for senior leadership.

Senior Portfolio Strategy – Analytics Lead

Key skills