Portfolio Analyst I

Finance of America • Saint Paul, MN

3d

About The Position

Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. Through a range of reverse mortgage solutions, we help customers shape the retirement they’ve earned while continuing to evolve how we serve and work together. Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career. The purpose of this role is to support the Portfolio Management team in the analysis, implementation, and ongoing monitoring of investment portfolios by leveraging a deep understanding of financial markets, investment strategies, and analytical techniques.

Requirements

• Strong analytical skills and proficiency in financial modeling techniques.
• In-depth knowledge of financial markets and investment products.
• Proficiency with spreadsheet and database software, including advanced Excel skills.
• Ability to work effectively under pressure and manage multiple tasks.
• Strong attention to detail and precision in data analysis and reporting.
• Excellent verbal and written communication skills.

Nice To Haves

• Finance, Economics, or related field.

Responsibilities

• Conducts quantitative and qualitative analyses of portfolio investments.
• Prepares reports on portfolio performance for stakeholders and clients.
• Utilizes financial models to project future performance and evaluate risk.
• Monitors economic and market trends to inform investment strategies.
• Provides competitor analysis and identifies key differentiations.
• Assists in development of investor materials and presentations.
• Provides ad hoc reporting on loan performance and trends.
• Addresses queries regarding investment portfolios with accurate and timely information.
• Works closely with other departments, such as risk management and compliance, to ensure portfolio activities meet regulatory standards.
• Participates in regular team meetings to discuss market conditions, portfolio strategies, and operational efficiency.
• Performs other duties as assigned.

Benefits

• health
• dental
• vision
• life insurance
• paid time-off benefits
• flexible spending account
• 401(k) with employer match
• ESPP

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level