Portfolio Management Data Analytics (Analyst/Associate) jobs in United States
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SMBC Group · 1 day ago

Portfolio Management Data Analytics (Analyst/Associate)

SMBC Group is a top-tier global financial group offering a diverse range of financial services. They are hiring a candidate to join the Portfolio Management Group analytics team to analyze profitability and manage the team's data infrastructure, enhancing analytical capabilities and supporting strategic decision-making.

AdviceBankingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Engage with all aspects of the PMG analytics team including data analysis, recurring data preparation, and management presentations. Independently carry out complex projects, such as scenario analysis or project management for system improvement, with minimal supervision
Automate essential data preparation functionality to improve speed and accuracy of production. Manage current aggregation process using Python, SQL, and other tools
Present profitability results to stakeholders to enhance understanding of specific clients\sectors and support strategic decision making. Track and report on key new business initiatives to ensure alignment with return expectations
Maintain and expand PMG dashboard framework to provide users with interactive tools for assessing client and departmental performance
Develop consensus with front office departments regarding aggregation of client data and foster ongoing working relationships
Work closely with Finance and the Global Banking Unit to improve accuracy of global profitability data and incorporate any policy/methodology changes
Enhance understanding of available data sources in AD to provide supplementary information that can drive process efficiency

Qualification

Data analyticsPythonSQLExcelPower PointTableauAlteryxFinancial regulationsProject managementCritical thinking

Required

Analyst: 1-2 years of work experience in data and analytics
Associate: 3-5 years of work experience in data and analytics
Strong critical thinking skills with the ability to create informative and accurate reporting
Advanced Excel and Power Point skills with a proven capacity to develop competency in analytical tools

Preferred

Experience using Python, Tableau, SQL, and/or Alteryx
3-5 years of work experience in data and analytics in corporate banking
Experience with independent project management partnering with multiple stakeholders
Track record of driving creative technical solutions with IT to solve business problems
Knowledge of financial regulations (Basel III) and capital allocation models

Benefits

Competitive portfolio of benefits

Company

SMBC Group

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SMBC Group is a top-tier global financial group.

H1B Sponsorship

SMBC Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (160)
2024 (87)
2023 (73)
2022 (44)
2021 (29)
2020 (26)

Funding

Current Stage
Late Stage

Leadership Team

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Hirofumi Otsuka
Senior Managing Executive Officer & CEO of Americas Division
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Juan Kreutz
Head of Structured Finance Solutions and Deputy Head of the Americas
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Company data provided by crunchbase