Portfolio Analyst (Remote)

Overview

This is a remote role that may only be hired in the following locations: AL, AR, CT, DE, IA, ID, IN, KS, KY, LA, ME, MN, MS, MT, NC, NE, NM, NV, OH, OK, OR, PA, RI, SC, SD, UT, VA, VT, WV

This position resides within the Enterprise Change Office (ECO) group, as a strategic governance body that works to align, aggregate, assess and ensure sustainable enterprise change.

This position performs complex data analysis to identify factors that affect business profitability, growth, and efficiency. Assesses a wide scope of business practices, information, and industry trends. Determines improvements or solutions to address identified issues. Prepares technical reports by examining and summarizing data, and creates specifications to support business initiatives. May oversee the work of less experienced analysts or assist in special projects as needed.

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.
  
  

Qualifications

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

Additional Required Qualifications

• 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

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits