Portfolio Data Analyst

4 weeks ago


Atlanta, Georgia, United States Angel Oak Full time

About the Role:

We are seeking a highly skilled Portfolio Data Analyst to join our team at Angel Oak Companies. As a Portfolio Data Analyst, you will be responsible for maintaining the data analytics and reporting infrastructure across our public strategies, including mutual funds, ETFs, and SMAs.

Key Responsibilities:

  • Maintain and develop analytical tools specific to structured credit instruments.
  • Enhance reporting frameworks for structured credit investments, ensuring accurate and timely reporting to investment teams, senior management, and clients.
  • Work closely with the investment team to provide analytics and insights for portfolio construction and asset allocation decisions.
  • Monitor investment holdings and their performance, identify outliers, and relative value opportunities.
  • Architect and execute ETL processes tailored for intricate data structures within a multifaceted organization, ensuring optimized performance, data integrity, and adherence to compliance standards.

Requirements:

  • Bachelor's degree in a quantitative discipline such as finance, economics, mathematics, or a related field.
  • High level of proficiency in programming languages such as Python, SQL.
  • High level of proficiency in Microsoft Excel and PowerPoint.
  • Proficiency in ETL tools and processes, with hands-on experience in data extraction, transformation, and loading from various sources.
  • Ability to design and optimize data transformation workflows, ensuring data integrity and performance.

About Angel Oak:

Angel Oak Companies is a diversified financial services company specializing in asset management and non-agency mortgage origination. We offer income-driven structured credit solutions through our public and private fund platforms.

Why Join Us:

Candidates will be an integral part of a successful and quickly growing firm that fosters and values innovation. We are a highly entrepreneurial organization that embraces a strong service-based culture, and Angel Oak has been consistently named a Top 150 Workplace by the Atlanta Journal Constitution.



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