Portfolio Strategy Analyst II jobs in United States
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PENNYMAC · 23 hours ago

Portfolio Strategy Analyst II

Pennymac is a specialty financial services firm focused on the production and servicing of U.S. mortgage loans. The Portfolio Strategy Analyst II will support management in asset management and portfolio oversight through reporting and analysis, utilizing financial concepts and data querying tools.

BankingFinanceFinancial ServicesLendingMortgage
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H1B Sponsor Likelynote

Responsibilities

Responsible for various recurring, and non-recurring reports that require data preparation and querying using MS Excel, MS SQL and Snowflake
Execute Snowflake and MS SQL jobs on a regular basis and as required to make sure data is available for reporting and analysis
Edit code behind existing Snowflake and MS SQL jobs as necessary to support changing needs
Transform and enhance data, reporting and queries used by the team whenever there are changes to data structure or market/business conditions
Create new tables and views in Snowflake as necessary to support reporting and analysis
Apply financial concepts to improve loss mitigation strategies
Create slides and PowerPoint presentations that capture new strategies, portfolios, risks, or opportunities as outlined by leadership

Qualification

MS ExcelMS SQLSnowflakeFinancial conceptsPowerPointBusiness acumenCritical thinkingProblem solvingAttention to detailTeam player

Required

Bachelor's degree (Finance, Statistics, Math, Science or Engineering Majors preferred) and entry level prior work experience
Excellent critical thinking, problem solving (quantitative, conceptual and analytical), and mathematical skills along with sound judgment
Must be a team player with strong attention to detail and able to work independently
Proven track record at delivering timely and accurate information in a fast-paced environment
Highly Proficient of MS Excel, Word and PowerPoint
Proficient in querying data using MS SQL or Snowflake
Strong business acumen and ability to interface with executive management

Preferred

Financial Services and, if possible, mortgage industry experience

Benefits

Comprehensive Medical, Dental, and Vision
Paid Time Off Programs including vacation, holidays, illness, and parental leave
Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
Retirement benefits, life insurance, 401k match, and tuition reimbursement
Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships

Company

PENNYMAC

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Pennymac is a home loan lending company that offers financial services.

H1B Sponsorship

PENNYMAC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (48)
2024 (42)
2023 (33)
2022 (44)
2021 (65)
2020 (34)

Funding

Current Stage
Public Company
Total Funding
$2.33B
2025-12-11Post Ipo Debt· $75M
2025-08-07Post Ipo Debt· $650M
2024-05-20Post Ipo Debt· $850M

Leadership Team

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Amar Nadig
Senior Vice President of Enterprise Data
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Kevin Ryan
Senior Managing Director and Chief Strategy Officer
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Company data provided by crunchbase