Portfolio Management - Associate jobs in United States
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Deutsche Bank · 14 hours ago

Portfolio Management - Associate

Deutsche Bank is seeking a detail-oriented and analytical Associate with banking experience to join their team. This role supports the accurate reporting, analysis, and control of financial and performance metrics used by senior management and business stakeholders.

BankingFinanceFinancial Services

Responsibilities

Support the preparation, validation, and analysis of performance metrics, management reports, and dashboards used for financial and business decision-making
Assist in daily, weekly, and monthly reporting processes, including data reconciliation, variance analysis, and investigation of data anomalies
Partner with cross-functional teams to:
Define and refine Key Performance Indicators/Key Risk Indicators
Understand data sources and business logic
Ensure alignment with reporting standards and business objectives
Develop and enhance automated reporting solutions using tools such as Excel, Tableau, and other Power BI platforms
Ensure data accuracy, integrity, and compliance with regulatory requirements
Provide actionable insights to senior management through clear and concise reporting. Support ad-hoc analysis, issue remediation, and special projects as needed
Document assumptions, methodologies, and control procedures to support transparency and auditability

Qualification

Banking experienceAdvanced ExcelTableauData validationVariance analysisAnalytical skillsInterest in financeCommunication skillsProblem-solving skillsAttention to detail

Required

Bachelor's degree in Finance, Economics, Business Analytics, or related field
Proficient experience in banking or financial services, with exposure to analytics or reporting
Advanced proficiency in Excel (pivot tables, basic macros, formulas) and Tableau (dashboard creation, data visualization)
Familiarity with Structured Query Language or data querying tools is a plus
Strong analytical and problem-solving skills and attention to detail
Excellent communication skills and ability to present complex data in a clear, actionable manner

Preferred

Experience with other Business Intelligence (BI) tools (Power BI, Qlik)
Awareness of regulatory reporting requirements in banking
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Demonstrated interest in developing a career within Finance or Product Control

Benefits

A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs

Company

Deutsche Bank

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Deutsche Bank is an investment bank that offers financial products and services to corporate and institutional clients.

Funding

Current Stage
Public Company
Total Funding
$2.07B
Key Investors
European Investment BankCapital GroupCerberus Capital Management
2025-06-11Post Ipo Debt· $570.76M
2024-11-14Post Ipo Debt· $1.5B
2020-10-13Post Ipo Equity

Leadership Team

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Dilipkumar Khandelwal
Chief Executive Officer, Deutsche India
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Tom Patrick
CEO, Americas
Company data provided by crunchbase