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Portfolio & Data

Portfolio & Data Analyst

Fort Myers, FL / HybridFull-time
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About the Role

You will support portfolio construction and institutional reporting, turning originated assets into diversified portfolios backed by structured data and centralized oversight.

Responsibilities

  • Build and maintain portfolio datasets from originated assets
  • Support diversification, risk oversight, and performance analysis
  • Prepare portfolio-level reporting for institutional workflows
  • Work with technology and servicing teams on data continuity
  • Identify data gaps and improve reporting quality
  • Support investor-relations materials with accurate portfolio data
  • Maintain reporting calendars and data accuracy

Requirements

  • 2+ years in data analysis, portfolio analytics, or reporting
  • Strong SQL/Excel skills; BI tools a plus
  • Experience in credit, lending, or asset management preferred
  • Ability to work with institutional reporting standards
  • Analytical mindset and attention to detail
  • Fluent English

What We Offer

  • Competitive salary and benefits
  • Direct exposure to portfolio construction and reporting
  • Centralized data and technology infrastructure
  • Career growth in analytics and portfolio management
  • Collaborative, data-driven work environment

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