Portfolio Analyst

1 month ago

Minneapolis, Minnesota, United States Element Fleet Corporation Full time
Get started on an exciting career at Element

Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team.

What We Need

We are looking for a Portfolio Analyst to join Element Fleet Management. As the largest pure-play fleet manager in the world, we provide unmatched products and services and solutions to our clients.

At Element, employees play a critical role in delivering value to customers and ensuring an exceptional client experience. We are committed to the success of our clients, employees, and investors by fostering a culture where every employee can make a difference

Are You:

* Effective in obtaining and analyzing data to identify trends/issues and acts quickly to implement solutions?

* Collaborative in building and maintaining productive working relationships based on mutual trust at all levels in the organization?

As the Portfolio Analyst, you will maintain strong investor relationships; prepare monthly payment reports, process adjustments, and facilitate payments to various new and existing investors.

A Day in the Life

* Ensure customer and investor satisfaction and maintain consistent process efficiencies.

* Work with other team members to determine requirements for new initiatives and/or programs.

* Lead the industry in customer experience by consistently meeting quality goals of accuracy and cycle time.

* Identify, recommend, or develop system enhancements, tools, and metrics to eliminate servicing errors.

* Assist with the accuracy and relevance of data processes.

* Manage delinquent accounts with internal groups and keep investors in the loop on collection progress.

* Support, enable, and execute cross-functional initiatives, as directed by the Lead Portfolio Analyst and or Syndication Technical Manager.

* Proactively anticipate issues by validating metrics and audits

* Manage customer/partner data, and reporting needs, and closely monitor mainframe and financial systems and other IT processes.

* Assist with any special projects, as necessary.

Requirements

* Bachelor's degree in finance, accounting, or business preferred, in lieu of degree will consider blend of education and experience

* 5 years of related experience in finance, accounting, project management, or financial operations

* 3-5 years of specialized Syndication Servicing experience, working with investors and various syndication partners or similar Customer service Banking or Investor Relationship experience.

* Advanced proficiency in Excel

* Exceptional Data analytical, process improvement, and problem-solving skills

* Excellent communication and customer service skills (written and verbal)

* Experience managing complex projects and teams

What's in it for You
* A culture of innovation, empowerment, decision-making, and accountability
* Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness
* Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays)

Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended.

Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, gender identity, age, sex, sexual orientation, disability, national origin, Aboriginal/Native American status, protected veterans' status or any other legally-protected factors. Disability-related accommodations during the application and interview process are available upon request.Should you require an accommodation with our hiring process please send an email to or call

Pay transparency Nondiscrimination

Know Your Rights: Workplace discrimination is illegal

Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, gender identity, age, sex, sexual orientation, disability, national origin, Aboriginal/Native American status, protected veterans' status or any other legally-protected factors.

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