Staff Analyst, Investor Analytics

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Staff Analyst, Investor Analytics based in United States.

This role sits at the intersection of credit analytics, capital markets, and financial modeling, with a direct impact on how institutional investors understand portfolio performance. You will own the credit and performance narrative for a home equity lending portfolio, turning complex data into clear insights on risk, returns, and future performance. Working closely with Capital Markets, Lending Partnerships, Machine Learning, Product, Engineering, and Finance teams, you will help shape reporting and deal strategy. You will also build the data infrastructure, automated monitoring, and financial models that support recurring investor analysis. The team embraces AI-assisted development tools to accelerate analytics and reduce manual data work. This is an opportunity for an experienced credit analyst to combine technical expertise, financial judgment, and executive-level storytelling in a highly collaborative environment.

Accountabilities:

• Partner directly with capital markets and lending teams to communicate portfolio performance, build investor confidence, and support tailored capital solutions for a home equity program.
• Own the credit performance narrative, analyzing delinquency, arrears, roll rates, vintage and cohort loss curves, model calibration, feature importance, and other indicators of portfolio risk.
• Translate complex credit and performance data into clear conclusions for institutional investors, internal leadership, and cross-functional stakeholders.
• Produce recurring reporting on yield, defaults, prepayments, and other portfolio metrics, using these insights to support pricing, structuring, and deal strategy.
• Build and maintain financial models, data pipelines, and automated monitoring infrastructure that make credit reporting more reliable and efficient.
• Use AI-assisted coding tools to accelerate pipeline development, recurring reporting, monitoring, and exploratory analysis.
• Collaborate with Machine Learning, Product, Engineering, Finance, and other teams to establish credit metrics, develop forecasts, and maintain alignment on product performance.
• Mentor junior team members and contribute to a strong culture of analytical rigor, credit expertise, and continuous innovation.

Requirements:

• 5+ years of professional experience in financial services, with a focus on credit and debt, including consumer or structured credit, private credit, structured products, securitization, or credit capital markets.
• Hands-on experience analyzing loan portfolio performance and credit risk, including delinquency, arrears, roll rates, vintage loss curves, and model calibration.
• Strong proficiency in Python and SQL, with experience working with large datasets, data modeling, and robust data pipelines.
• Experience with data and analytics technologies such as Databricks, Redshift, dbt, and business intelligence platforms.
• Bachelor’s degree in Finance, Economics, Statistics, Engineering, Data Science, or another quantitative discipline.
• Strong cross-functional collaboration skills, particularly when working with Finance, Product, Data Engineering, and Machine Learning teams.
• Ability to translate complex analytical findings into compelling, executive-ready narratives and presentations using tools such as Tableau, Power BI, or Looker.
• Familiarity with HELOC, home equity, or mortgage credit is an advantage, including knowledge of collateral valuation, lien position, CLTV, and property-level risk drivers.
• Experience building financial models involving lending cash flows, book-level profitability, valuation, pricing, structuring, or deal strategy is preferred.
• Familiarity with consumer credit capital markets, private credit, or structured products is a plus.
• Experience using agentic coding tools such as Claude Code, Codex, or similar technologies to develop analytics pipelines, automate reporting, or accelerate analysis is preferred.
• Ability to interpret and communicate model performance, calibration, feature importance, score-to-outcome alignment, and population drift to both technical and non-technical audiences.
• Comfortable working across East and West Coast U.S. time zones and participating in regular team onsites and in-person collaboration.

Benefits:

• Remote position available across the United States.
• Anticipated U.S. base salary of $157,000-$217,500 USD, depending on location, skills, experience, and education or training.
• Target bonus opportunities and annual equity grants.
• 401(k) with a company match of $2 for every $1 contributed, up to $15,000 annually.
• Employee Stock Purchase Plan with discounted stock purchase options for eligible U.S. employees.
• Comprehensive medical, dental, vision, and wellness coverage.
• Health Savings Account contributions for eligible plans.
• Life insurance and disability coverage.
• Paid time off, sick leave, and company holidays.
• Paid family and parental leave, with duration varying by location.
• Family-focused benefits supporting fertility, parenthood, and caregiving.
• Employee Assistance Program providing mental health and life-support resources.
• Financial wellness resources, including financial planning tools and financial concierge services.
• Annual wellness allowance supporting physical, emotional, and personal development needs.
• Annual productivity allowance for relevant tools and resources.
• Team events, company-wide updates, and employee resource groups that support connection and community.
• Regular team onsites, generally once or twice per quarter for 2-4 consecutive days.
• Flexible digital-first working environment designed to support remote collaboration and productivity.