Senior Portfolio Data Analyst

Sunbit

Senior portfolio data analyst forecasting credit, loan, and card performance for Sunbit, an AI-native fintech. Building executive dashboards, monitoring KPIs, and supporting financial strategy.

Posted 8/14/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in product monitoring and forecasting within financial services, utilizing advanced analytical skills and tools to drive strategic insights and decision-making. Proficient in SQL and familiar with Python, R, or SAS for data analysis and visualization.

Highest-signal resume keywords

SQL ProficiencyForecasting ModelsTableau KnowledgeAnalytical ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Forecasting ModelsSQL ProficiencyData AnalysisStatistical AnalysisTime Series Forecasting

Soft Skills

Strong Communication SkillsGrowth MindsetProactive OwnershipProblem-Solving

Tools & Technologies

TableauSASPythonRBI Tools

Industry Keywords

Credit RiskFinancial ServicesPortfolio MetricsCredit CardsLoans

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Own product monitoring spanning credit risk, payments, usage, and other key areas
Build executive dashboards measuring actuals against forecasts
Build forecasting and projections frameworks for portfolio metrics
Prepare and present material for executives
Perform ad-hoc root cause analysis and remediation analysis with relevant business leaders
Support simulation of portfolio covenants for major risk strategy changes
Institutionalize card and loan portfolio forecasting and establish monitoring for the corporate model
Collaborate with Capital Management, Risk, Finance, Core, Accounting, and other business leaders on analyses and lender negotiation materials
Collaborate with engineering and data governance to establish reliable product tapes for joint partner utilization
Build portfolio loss forecasting and support loss provisioning projections for Finance and Accounting

Requirements

What you’ll need

6+ years of relevant analytical experience with a bachelor’s degree, or 4+ years of relevant analytical experience with a master’s degree in a quantitative field
Quantitative field such as Analytics, Mathematics, Statistics, Economics, or Engineering
Proficient in SQL
Excited about acquiring new technical skills
Strong verbal, written communication, and presentation skills
Knowledge of Python, R, or SAS
Knowledge of Tableau, Sigma, or a similar BI tool
Proficient in forecasting models such as time series forecasting
Experience in credit cards, loans, or other financial services
Passion for solving real-world problems with data
Ability to see the big picture and think long-term
Growth mindset and proactive ownership
Ability to apply the 80/20 principle and get things done
Must be open to occasional business travel to Los Angeles and New York as needed

Benefits

Comp & perks

Competitive pay
Stock options
Unlimited PTO
Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Parental Leave
HSA
Pet Insurance
401K Plan with Matching
Cell Phone Stipend
Team based strategic planning + Team owned deliverables
Mission driven + empowered + collaborative