About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Responsibilities

The Portfolio Data Analyst will prepare, validate, and publish reports and data extracts to support business lines, internal stakeholders, and approved vendors. You will use Business Intelligence tools to develop and maintain reporting, summarize findings, and help resolve data-quality and governance issues.

• Develop new reports and update existing reports using Business Intelligence tools; validate outputs for accuracy.
• Produce clear summaries and visualizations of key findings for internal customers and leadership.
• Identify, research, and document potential data quality issues to support Data Governance.
• Interact professionally with colleagues at all levels and with regulators as needed.
• Collaborate with the Director of MIS & Credit Analytics on project work and ad-hoc requests.

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Essential Functions

• Sitting for extended periods while working at a computer.
• Sufficient dexterity to use computer keyboards, mice, and common office equipment.
• Communicate effectively—verbal and written—with colleagues across functions.
• Observe, analyze, and translate data into actionable information.

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Qualifications

• Bachelor’s degree in a quantitative field (data analytics, mathematics, statistics, MIS) OR a minimum of three years of professional data-analysis experience.
• Experience developing reports from large datasets; familiarity with Business Objects is highly desired.
• Proficiency with Microsoft Office (Excel, PowerPoint, Word).
• Experience working with relational databases and performing complex queries.
• Strong analytical ability, with experience performing mathematical calculations and data summarization.
• Excellent written and verbal communication skills.
• Strong interpersonal, problem-solving, and project-management skills; ability to work independently and lead tasks as needed.

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Compensation & Benefits

In Vienna, VA the expected base pay range for this role is $69,283 to $114,317 per year. Placement within the range will be determined on an individualized basis based on experience and skills. Base salary may be one part of a total compensation package that could include merit increases, bonuses, and other benefits.

• Benefits may include health insurance, retirement plans, and professional development opportunities (details provided by our client).
• This position is FULL_TIME.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.