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Jobs via eFinancialCareers ยท 1 day ago
Portfolio Analyst
Raleigh, NC
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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Required
Bachelor's Degree and 4 years of experience in Analytics, or Modeling, or Reporting
-OR-
High School Diploma or GED and 8 years of experience in Analytics, or Modeling, or Reporting
Experience in Portfolio Management or Enterprise Project Management Office (EPMO)
Experience with Project Management Tools (i.e., Clarity and/or Planview)
Intermediate Experience with Tableau or Similar BI tool (i.e. Power BI)
Strong analytic skills with ability to extract, collect, organize and interpret trends
Strong skills in Microsoft Suite
Preferred
Banking experience and maturing a portfolio management function
Benefits
Comprehensive benefits program
Customized offerings
Support for families
Company
Jobs via eFinancialCareers
The space to inspire and grow exceptional careers in financial services and tech.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
