Portfolio Analyst Credit III

$87,027 - $138,965/Yr

Royal Bank of Canada - Phoenix, AZ

Full-time - Entry Level

Phoenix, AZ

Credit Intermediation and Related Activities

About the position

The Portfolio Analyst Credit III position at City National Bank focuses on designing and generating reports to support credit portfolio management. The role involves maintaining a database reporting system, anticipating information needs, and producing analytical models for management. The analyst will also work on increasing automation in data and reporting processes to enhance productivity.

Responsibilities

• Prepare and generate internal and external reports.
• Develop and support the delivery of information to assist tactical and strategic programs.
• Design and maintain database applications, reports/lists, statistics, graphics, etc. to provide credit analytics.
• Develop quantitative methods to measure credit and financial performance.
• Maintain and utilize systems to gather and analyze credit and financial data.
• Analyze data and review for reasonableness of a large volume of monthly credit activity and financial data.
• Reconcile data with the general ledger.
• Design and execute controls.
• Coordinate and obtain access to data and identify technical resources for project support.
• Work with colleagues to define their information requests.
• Proactively troubleshoot for the best solution given the strategic direction of the division.
• Prepare documentation of any project/activity assigned.
• Recommend, update, or design new reports and useful tools to measure performance.
• Maintain awareness and understanding of appropriate banking laws, regulations, internal policies and procedures.

Requirements

• Bachelor's Degree or equivalent.
• Minimum 3 years experience in a credit environment.
• Minimum 5 years experience working in data analysis.
• Minimum 5 years of experience with SAS or SQL, or other data management, reporting and query tools (Sharepoint, SAP, Business Objects, Tableau, Crystal reports/Dashboard, etc).
• Expert knowledge of PC computing environments and extensive experience with database reporting using query tools such as Brio, SQL, Python, Tableau and Excel.
• Prior banking experience and extensive experience writing and developing reports, and financial modeling.
• Excellent process management and problem solving skills.
• Ability to independently design and tailor solutions to the required objectives.
• Good knowledge of accounting and financial analysis techniques.
• Strong analysis and reporting skills.
• Excellent verbal and written communication skills.

Benefits

• Eligible for bonus and/or commissions.