BMO Financial Group
Finance
PortfolioAnalyst,HomeFinancing
“Portfolio Analyst, Home Financing at BMO Financial Group. Skills: Portfolio analysis, Credit risk, Data analytics, SAS/SQL. Monitor and analyze portfolio performance. Develop and maintain reporting and dashboards”
What You'll Achieve.
optimize the Home Financing portfolio; support effective risk management and profitability; inform business, risk, and credit decisions; identify emerging risks, opportunities, and performance improvement initiatives; improve credit performance, operational efficiency, and customer outcomes; assess portfolio risk and sustainability
Industry & Context.
analytical support; data-driven insights; deep-dive analyses; analytical improvement
What They're Looking For.
Must Have
analytical experience supporting home financing or consumer lending portfolios, University degree in business, finance, economics, statistics, mathematics, or data science (or equivalent experience), Proficiency in SAS and/or SQL, Proficiency in Power BI (or equivalent analytics tools), Advanced skills in Microsoft Excel, Advanced skills in Microsoft PowerPoint
Nice to Have
ownership mindset, time management skills, ability to deliver high-quality outputs within deadlines, Self-starter with a proactive approach to analytical improvement and efficiency enhancement
What You'll Do.
Monitor and analyze portfolio performance
Develop and maintain reporting and dashboards
Analyze portfolio trends and drivers
Support forecasting and scenario analysis
Conduct deep-dive analyses
Provide data-driven recommendations
Monitor and report on Home Financing portfolio performance
Analyze credit and portfolio trends
and performance analytics
Produce high-quality dashboards
Ensure analytical outputs support regulatory requirements
How You'll Work.
Team & Collaboration
Translate complex analytical findings into clear, concise insights for business and risk stakeholders; Provide data-driven recommendations to improve credit performance, operational efficiency, and customer outcomes; Provide actionable insights to support business and risk decision-making; Produce high-quality dashboards, reports, and presentations for senior stakeholders
Communication Scope
Excellent verbal communication skills; Excellent written communication skills; Translate complex analytical findings into clear, concise insights
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