BMO Financial Group
Finance
PortfolioAnalyst,HomeFinancing
“Portfolio Analyst, Home Financing at BMO Financial Group. Skills: credit analytics, portfolio performance monitoring, forecasting, data-driven insights, risk management, SAS, SQL, Power BI. providing analytical support and insights to help manage and optimize the Home Financing portfolio. credit analytics”
What You'll Achieve.
manage and optimize the Home Financing portfolio; effective risk management; profitability across home financing products; inform business, risk, and credit decisions; improve credit performance; operational efficiency; customer outcomes; assess portfolio risk and sustainability
Industry & Context.
analytical support; analyze large datasets; monitor portfolio trends; develop actionable insights; identify emerging risks; opportunities; performance improvement initiatives; Conduct deep‑dive analyses; Provide data‑driven recommendations; Translate complex analytical findings
What They're Looking For.
Must Have
analytical experience supporting home financing or consumer lending portfolios, Proficiency in SAS and/or SQL, and Power BI (or equivalent analytics tools), Advanced skills in Microsoft Excel and PowerPoint, 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, Excellent verbal and written communication skills
What You'll Do.
providing analytical support and insights to help manage and optimize the Home Financing portfolio
portfolio performance monitoring
data-driven insights to support effective risk management and profitability across home financing products
analyze large datasets
monitor portfolio trends
develop actionable insights to inform business
and credit decisions within the Home Financing line of business
Monitor and analyze portfolio performance
and profitability metrics
Develop and maintain reporting and dashboards to track key credit and portfolio risk indicators
including early-warning signals
Analyze portfolio trends and underlying drivers to identify emerging risks
and performance improvement initiatives
Support forecasting and scenario analysis related to credit performance
and future risk outcomes
Conduct deep‑dive analyses to support underwriting
and account‑management decisioning
Provide data‑driven recommendations to improve credit performance
operational efficiency
and customer outcomes
and other analytical tools to extract
and analyze large datasets
Translate complex analytical findings into clear
concise insights for business and risk stakeholders
Support the development and maintenance of standardized reporting
and analytical frameworks
Monitor and report on Home Financing portfolio performance using advanced analytics and reporting
Analyze credit and portfolio trends and provide actionable insights to support business and risk decision-making
and performance analytics to assess portfolio risk and sustainability
Produce high‑quality dashboards
and presentations for senior stakeholders
Ensure analytical outputs support regulatory
and risk‑management requirements
How You'll Work.
Team & Collaboration
Translate complex analytical findings into clear, concise insights for business and risk stakeholders; Produce high‑quality dashboards, reports, and presentations for senior stakeholders
Communication Scope
Excellent verbal and written communication skills; Translate complex analytical findings into clear, concise insights
Process & Methodology
time management skills, ability to deliver high-quality outputs within deadlines
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