First Citizens Bank · 2 days ago

Portfolio Analyst

North Carolina, United States

Full-time

Remote

Mid Level

4+ years exp

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Responsibilities

Conduct comprehensive analysis of the portfolio, assessing performance, risks, and opportunities.

Oversee resource allocation across the portfolio, ensuring optimal use of human, financial, and technological resources.

Analyze current resource capacity and forecast future resource needs to support portfolio initiatives.

Identify and analyze risks associated with the portfolio, developing strategies to mitigate potential issues.

Develop and maintain dashboards and reporting tools to provide real-time insights into portfolio health and resource utilization.

Provide operational support for business operations by responding to inquiries, identifying issues, and working to improve team practices. Assists in streamlining daily workflow for overall unit, resolving escalated matters where possible. Implements recommended modifications and enhancements. May serve as an analytics resource to wider organization or business units.

Qualification

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Portfolio ManagementEnterprise Project ManagementProject Management ToolsTableauBI ToolsMicrosoft SuiteAnalytic SkillsBanking Experience