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Westlake Village, California, United States · On-site
Senior$2.3B raised
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PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of…
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Full-time
bachelor degree
Medical Insurance, Dental Insurance, Vision Insurance, Paid Time Off, Vacation, Holidays
Posted 1d ago
Apply by Jun 26
~40 hrs/week
Responsibilities
The analyst is responsible for asset management, portfolio oversight, and the execution of servicing strategies through recurring and ad hoc reporting. This includes querying data using SQL and Snowflake to monitor KPIs and improve loss mitigation strategies.
Requirements
A Bachelor's degree in Finance, Statistics, Math, Science, or Engineering is preferred along with entry-level work experience. Proficiency in MS Excel, SQL, or Snowflake is required, preferably within the financial services or mortgage industry.
Full job description
PENNYMAC
Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day
The Portfolio Strategy group is responsible for asset management, portfolio oversight and best execution of servicing strategies. This role requires the application of financial concepts and active monitoring of Key Performance Indicators (KPIs) as it relates to the operational performance of Pennymac’s loan portfolio. The primary function of Portfolio Strategy Analyst II is to support management on multiple areas within Portfolio Strategy with recurring reporting, ad hoc analysis, build out of new reporting and analysis to support new business lines, and handle conversions based on changing datastructures. The analyst is expected to perform analysis with an undergraduate level understanding of financial concepts.
The Portfolio Strategy Analyst will:
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
What You’ll Bring
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
Financial Services and, if possible, mortgage industry experience preferred
Strong business acumen and ability to interface with executive management
Why You Should Join
As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include:
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
Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:
Lower in range - Building skills and experience in the role
Mid-range - Experience and skills align with proficiency in the role
Higher in range - Experience and skills add value above typical requirements of the role
Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Offices: 3043 Townsgate Road, Suite 200, Westlake Village, California 91361, US · 29903 Agoura Rd, Agoura Hills, California 91301, US · 1000 Centre Green Way, Cary, North Carolina 27513, US · 7900 W 78th St., #360, Edina, MN 55439, US · 14800 Trinity Blvd, Fort Worth, Texas 76155, US
Offices: 3043 Townsgate Road, Suite 200, Westlake Village, California 91361, US · 29903 Agoura Rd, Agoura Hills, California 91301, US · 1000 Centre Green Way, Cary, North Carolina 27513, US · 7900 W 78th St., #360, Edina, MN 55439, US · 14800 Trinity Blvd, Fort Worth, Texas 76155, US