Portfolio Analyst

Full Time
Job Sector:
South Wales
Salary description:
£35000 - £50000/ annum DOE
Start Date:
Job Ref:

Are you looking to apply your analytical skills and experience to drive significant growth across our business?
Following an exciting acquisition and looking forwards to a period of continued growth ahead, we are hiring an ambitious Portfolio Analyst into a new role to join our Corporate Development and Portfolio Analysis team based at our Head Office in Ewloe (near Chester).
Could this be the ideal role for me?
As a Portfolio Analyst, you would describe yourself as the kind of person that:
- Has an analytical nature, with the ability to draw meaningful conclusions and commercial insight from data
- Enjoys working on significant projects and transactions in a fast-paced environment with exposure to Senior Management
- Has prior experience in a similar role within a corporate environment
- Has a demonstrable analysis and modelling competency with Excel and data analysis tools such as SQL, SAS, R
- Is educated to degree level or higher, or equivalent
Previous experience working within the financial services sector or experience of risk modelling would be highly desirable, however we will provide full training to the right individual.
Your New Role
Joining the White Oak UK team as our Portfolio Analyst, you will be working as part of the Corporate Development and Portfolio Analysis Team reporting to the Head of Corporate Development. The individual will provide a wide range of analytical support and insight to underpin the design and execution of the business's strategic growth ambitions.
In your new role you will:
- Provide key inputs to the development of customer-level credit scoring models to support the risk assessment of our borrowers across all lending products
- Develop and monitor product scorecards to review and improve the effectiveness and performance of our lending strategies and identifying commercial threats and opportunities
- Drive the development of best practice in reporting and visualisation of various portfolio, financial and operational data
- Maintain and improve the Corporate Financial Model
- Assist senior members of the team with the assessment of various ad-hoc investment opportunities such as new partnership and affiliate relationships and loan portfolio acquisitions
Why work for us?
If you want to realise your potential and be part of a forward-thinking, fast-paced, customer-focused organisation, then White Oak UK is for you. Looking for perks? Weve got you covered. Our new Portfolio Analyst will be offered:
- Highly competitive salary of £35,000 - £50,000 per annnum DOE
- Attractive performance-related bonus potential
- Reward & Recognition programme
- Career development and professional training
- Life assurance & healthcare plan
- Contributory pension scheme
- ... and much more
Here at White Oak UK, our mission is simple: We're here to help smaller businesses get the finance they need with as little fuss as possible.
There has never been a more exciting time to join the White Oak team! Please click APPLY below to register your interest in the role of Portfolio Analyst.
We are an inclusive employer and welcome applications from applicants from all backgrounds.
No terminology in this advert is intended to be deemed discriminatory. We are happy to accept applications from all suitably qualified persons regardless of their age, gender, race, religion, disability, sexual orientation or marital status

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