Job Description

COMPANY OVERVIEW:

Goal Structured Solutions, LLC (“GOAL” or the “Company”) is a multi-faceted company that provides end-to-end services to clients primarily in the higher education finance sector, residential solar and home improvement lending. Directly or through its subsidiaries, GSS Data Services, Launch Servicing and Turnstile Capital Management (“TCM”). GOAL provides primary servicing, asset management, collections management, direct collections, administration and treasury services. Currently GOAL serves a variety of clients such as hedge funds, traditional banks, ABS structures, insurance companies, investment banks and colleges and universities with over $26B in assets under management.

GOAL will continue to grow the business both organically and through acquisitions. Senior GOAL leadership has been working together for almost fifteen years and we pride ourselves and our work on our mission, values, culture and service to our community. Our company’s operations are headquartered in San Diego, CA and has been voted as San Diego’s Best Employers since 2015. Additional information about GOAL can be found at goalsolutions.com.

JOB DESCRIPTION:

The Portfolio Reporting Analyst will report to the Portfolio Manager within the Asset Management team and will be responsible for driving enhanced asset performance for both clients and invested capital. The Portfolio Reporting Analyst will support a wide range of asset classes including Solar and Home Improvement Loans, Income Share Agreements, and Student Loans, and will monitor portfolio performance through trend analysis and profitability throughout the loan life cycle. A successful candidate will possess a unique blend of analytics, data visualization, and project management experience with a desire to work in a fast-paced changing environment.

Responsibilities:

• Mine and extract portfolio data using SQL and Excel in order to provide actionable insights into key business performance metrics.
• Efficiently implement and streamline reporting solutions to support business needs and to help drive operational efficiencies.
• Collaborate with Business Intelligence (BI) to help maintain data integrity in systems by running queries and analyzing data.
• Develop and maintain dashboards to provide transparency into portfolio performance incorporating enhancements and modifications based on client feedback and the current economic climate.
• Perform analysis and research to better understand portfolio dynamics, and then recommend and implement strategies to optimize returns.
• Effectively communicate trends and insights to senior leadership through monthly performance summaries and regular business reviews.
• Work with key stakeholders across the organization including Executive, Finance, Compliance, Servicing, and Operations teams.

Education & Other Minimum Requirements:

• Bachelor’s Degree required in Finance, Economics, Mathematics or similar quantitative field preferred.
• At least 1 year of experience as Data Analyst or Reporting Analyst.
• Highly proficient at Excel, and either SQL, SAS, python, or other tools for data analysis.
• Strong written, verbal, and presentation-based communications skills.
• Able to work independently in a team environment without close supervision.
• Excellent time management and organization skills, as well as attentiveness to details and a commitment to follow up.
• Able to effectively manage several tasks in a face-paced environment while consistently meeting deadlines.

Bonus point if you have:

• Experience working in consumer finance, banking, or collections
• Experience working in cross-functional teams
• Experience verbally explaining reports, dashboards, or analytics to senior management

Qualities we look for in our candidates:

• An eagerness to learn and grow your technical skills.
• A drive to succeed, a sense of urgency, and a passion for the work.
• All-around good teammates who are cooperative, approachable, and dedicated to helping others succeed.

Competitive pay with bonus, and comprehensive benefits package that includes, but not limited to:

• 401(k) Company Match at 4%
• Medical, dental, and vision coverage
• Annual HSA contribution of $1,500
• Life insurance, disability and 401(k)
• Birthday Holiday
• Unlimited snacks and drinks (when we are in the office)
• Tuition reimbursement program
• Generous paid leave policies including unlimited PTO
• $2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical day
• Community, Wellness funds and more

The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.

Equal Employment Opportunity

It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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