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Merchants Bank IN · 1 month ago

VP, Portfolio Management

New York,NY,US

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Merchants Bank IN is a leader in financing for multifamily housing nationwide, and they are seeking a Vice President, Portfolio Management to lead their portfolio analytics efforts. The role involves overseeing a team that delivers insights and risk analysis to drive investment decisions and enhance portfolio strategies.

BankingFinanceFinancial Services

Responsibilities

Direct the portfolio analytics function, ensuring the effective design, deployment, and optimization of quantitative models and analytics tools

Lead comprehensive portfolio performance analysis, attribution reviews, and risk evaluation for all asset classes

Work closely with portfolio managers and executive leadership to empower investment decisions through advanced data analysis and scenario planning

Build and manage dashboards and analytic platforms, delivering timely, actionable insights to stakeholders

Uphold high standards of data quality and consistency, collaborating with technology and data management teams

Communicate complex analytical outcomes in an understandable and actionable way for both technical and non-technical audiences

Monitor industry trends, best practices, and regulatory guidelines to ensure the analytics function remains innovative and compliant

Recruit, mentor, and develop analytics professionals, nurturing a culture of creativity, growth, and excellence

Report findings and recommendations to executive committees, clients, and external partners as required

Qualification

Portfolio analyticsRisk modelingFinancial modelingData analysisChange managementProject managementRegulationsDerivativesAlternative investmentsMicrosoft ExcelMicrosoft PowerPointCommunication skillsInterpersonal skillsAttention to detailProblem-solving skillsOrganizational skills