Portfolio Management - Associate
- 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
- 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
- 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
- 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 withing Finance or Product Control
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