PenFed Credit Union · 6 hours ago
Manager, Portfolio Analytics Deposits
McLean, VA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expPenFed Credit Union is hiring a Manager, Portfolio Analytics Deposits at their Tysons, Virginia location. The role involves leading analytical strategy and portfolio performance management for consumer deposit products, partnering with various stakeholders to optimize product offerings and drive growth.
BankingCreditFinanceFinancial ServicesLending
Responsibilities
Lead analytics for all consumer deposit portfolios
Constantly look for improvements in tools, data sources, and analytic techniques to improve various aspects of portfolio analytics and business needs
Monitor KPIs like balance trends, inflows/outflows, member churns, household penetration, product migration
Build and maintain daily/weekly/monthly deposit product dashboards for the product team and Consumer Banking leadership with insights using SQL and BI tools such as Tableau, or Power BI etc
Identify underlying behavioral and demographic drivers of growth, attrition, and retention
Analyze consumer account acquisition, activation, engagement, and relationship depth
Create and define measurement plans including core KPIs and frameworks
Lead and/or provide support in analyzing new initiatives and products being launched
Enhancing existing reports based on based on new requirements, changes, or advancements in technology
Understand root causes of changes in metrics and communicate insights vs goals
Provide insights and recommendations to deposits and consumer banking leadership to influence product and growth strategy
Build reusable deposit forecasting, and segmentation models for Consumer Banking
Creatively introduce new methodologies that increase automation and efficiency
Make data-driven recommendations to cross-department partners such as Marketing, Brand and Digital that align with relevant business objectives and goals
Oversee development of strategies to refine and define product structures and benefits to enhance deposit offerings based on market research and member needs
Manage and direct analysts to leverage analytics to build financial models to develop monthly and annual balance forecast and assess the impact of pricing decisions on deposit balances
Support A/B testing and optimization initiatives to enhance acquisition and experience on PenFed digital properties
Collaborate with managers and directors on the preparation of weekly and monthly business reviews with expectation to own a part of the presentation
Produce ready-ready analyses and recommendations on product strategies across Deposit products
Should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business
Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills
Contribute to team knowledge by researching and sharing info on the industry, competitors, and solutions
Guide and mentor business analysts, reporting analysts and support staff, fostering a culture of team, collaboration, innovation, and excellence
Support a technology governance plan for proper usage of all analytical tools to ensure compliance with all data and company policies and procedures
Stay on top of all digital innovations, including AI, machine learning, tableau usage and cultivate an atmosphere of learning new technologies
This role is responsible for ensuring business continuity
Qualification
Required
Bachelor of Science degree in Statistics, Engineering, Mathematics or related field is required
Minimum of eight (8) years' experience in business, strategic or data analytics role
Minimum three (3) years of supervisory experience
Ability to use data to tell the portfolio performance story for any type of deposit product initiative and present it in a visual, clear manner
Experience tracking key performance indicators
Experience in creating and analyzing Consumer Deposit strategies
Experience with deposit products and tools, intelligence platforms, and core banking systems
Knowledge of Data Visualization best practices, experience using data visualization software like Tableau and Excel
Experience with database and data warehouse structure including SQL queries is required
Skilled in data manipulation and reporting in excel (VLOOKUPs, if statements, pivot tables, pivot charts)
Excellent communication and presentation skills, with ability to convey complex ideas in an understandable way
Experience with Business Intelligence processes and tools
Ability to work in a fast-paced environment while maintaining strong attention to detail
Ability to accomplish a task with knowledge of the end goal but with little direction on how to achieve it (self-directed, creative problem solver)
Preferred
Master's degree in science or business preferred
Experience with other data mining tools (Python, R, etc.) is preferred
Benefits
Comprehensive health, dental, and vision plans
Paid time off
Paid parental leave
Care support
Fitness center access
401(k) match
Employee loan discounts
Fully paid life and disability coverage
Education assistance
Community involvement
Volunteer opportunities
Company
PenFed Credit Union
PenFed Credit Union offers banking services, loans, mortgages, and credit cards to individuals and small businesses.
1001-5000 employees
H1B Sponsorship
PenFed Credit Union 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 (19)
2024 (20)
2023 (10)
2022 (21)
2021 (12)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$845.89M2025-09-22Debt Financing· $398.49M
2024-08-29Debt Financing· $447.4M
Leadership Team
Sarah Heintzman
Executive Vice President, CFO
Andrea McCarren
Senior Vice President & Chief Content Officer
Recent News
The Virginian-Pilot
2025-11-05
Company data provided by crunchbase