Portfolio Analyst in Dallas, TX

  • TMX Finance Family of Companies
  • Dallas, TX

Job Description

The TMX Finance® Family of Companies is looking for a Portfolio Analyst to join the team and extract data to create portfolio reporting used to identify risks and valuable business insights. Your ability to source, validate, and work across multiple platforms such as Excel, SQL, EIS, Hyperion, Great Plains, Google Analytics, and Salesforce will give you the capability to support the finance team. With critical thought processes and logic, your ability to make every report process quicker while maintain exceptional accuracy will be a great value to the team.

Essential Duties and Responsibilities

Partner with multiple departments and staff with varying degrees of data skills. Maintaining a service mentality to support of business partners. Identify data and process challenges. Solve them with tactical or strategic recommendations. Use mining tools across multiple database platforms. Contribute as a subject matter expert with the design, build, testing, and implementing of data/reporting solutions. Recommend based on your analysts, course corrections or risks to reasons for material business trend changes. Maintain report suites for distribution to your customer or analysis internally in the department. Assess competitive landscape of our stores and industry. Digest industry trends and localized impacts from various sources internal and external. Involve problem frame-works, develop hypotheses, and test, and analyze solution development, feasibility of operational scope, lead implementation efforts, and develop a monitoring plan. Collaborate with other departments across the organization to drive improvement in quality, volume, service, and profitability. 19001, CORP, Operational Finance & Per-19501, 19501, FIN26052-Portfolio Analyst

Job Requirements



Minimum Qualifications

Bachelor's Degree in any quantitative field (Business, Mathematics, Economics, Finance, Statistics, Science, or Engineering) 6+ years of relevant experience in the financial services industry supporting 2 or more of the following: Finance, Accounting, Risk, Marketing, Call Centers, Operations, Portfolio, or other analytics fields Advanced understanding of statistics and state-of-the-art data mining techniques that include, but are not limited to; Logistic regression, decision trees, neural networks, stochastic gradient boosting, random forest, survival analysis, and clustering analysis Hands-on experience in data manipulation, data mining, statistics, web analytics, and descriptive analytics Strong financial, strategic, analytical, and project management skills Strong written and verbal communication skills Self-motivated, independent but collaborative, organized, proactive, highly responsive, and flexible