Portfolio Analyst in Dallas, TX

Date Posted: 6/21/2019

Job Snapshot

Job Description


The TMX Finance® Family of Companies is looking for a Portfolio Analyst to join the team and extract data to create portfolio reporting used to identify risks and valuable business insights. Your ability to source, validate, and work across multiple platforms such as Excel, SQL, EIS, Hyperion, Great Plains, Google Analytics, and Salesforce will give you the capability to support the finance team. With critical thought processes and logic, your ability to make every report process quicker while maintain exceptional accuracy will be a great value to the team. 


Essential Duties and Responsibilities


Partner with multiple departments and staff with varying degrees of data skills.  Maintaining a service mentality to support of business partners.


Identify data and process challenges.   Solve them with tactical or strategic recommendations.


Use mining tools across multiple database platforms.


Contribute as a subject matter expert with the design, build, testing, and implementing of data/reporting solutions.


Recommend based on your analysts, course corrections or risks to reasons for material business trend changes.


Maintain report suites for distribution to your customer or analysis internally in the department.    


Assess competitive landscape of our stores and industry.  Digest industry trends and localized impacts from various sources internal and external.


Involve problem frame-works, develop hypotheses, and test, and analyze solution development, feasibility of operational scope, lead implementation efforts, and develop a monitoring plan. 


Collaborate with other departments across the organization to drive improvement in quality, volume, service, and profitability.


19001, CORP, Operational Finance & Per-19501, 19501, FIEMP002

Job Requirements

Minimum Qualifications

  • Bachelor's Degree in any quantitative field (Business, Mathematics, Economics, Finance, Statistics, Science, or Engineering)
  • 6+ years of relevant experience in the financial services industry supporting 2 or more of the following: Finance, Accounting, Risk, Marketing, Call Centers, Operations, Portfolio, or other analytics fields
  • Advanced understanding of statistics and state-of-the-art data mining techniques that include, but are not limited to; Logistic regression, decision trees, neural networks, stochastic gradient boosting, random forest, survival analysis, and clustering analysis
  • Hands-on experience in data manipulation, data mining, statistics, web analytics, and descriptive analytics
  • Strong financial, strategic, analytical, and project management skills
  • Strong written and verbal communication skills
  • Self-motivated, independent but collaborative, organized, proactive, highly responsive, and flexible

Learn More About Us


The Portfolio Analyst is a member of Performance Management, part of the Finance team, a group of trusted financial advisers who strive to ensure our business partners have the financial data they need to make the correct decisions as we continue to solidify our position as the industry leader. To learn more about this team, visit https://www.tmxfinancefamily.com/careers/top-talent/finance/


Check out what’s happening in our Company at https://www.tmxfinancefamily.com/tmx-talks.

Standing, walking, sitting, repetitive movements, and use of mechanical controls, such as keyboard, are frequently required.


All TMX Finance® Family of Companies are Equal Opportunity Employers.