Hybrid Fund Banking Analyst with Power BI & Automation

First Citizens; Phoenix (AZ); Hybrid; USD 85,000 - 120,000; Full time

Job summary

First Citizens Bank seeks a Global Fund Banking Portfolio Management Analyst III in Phoenix, hybrid role. You will design and maintain BI dashboards and automated workflows, partnering across Portfolio Management, Credit, Operations and Tech to drive data quality and process improvements.

You will support month-end activities, manage reporting inventories, and act as SME for portfolio reporting and automation while coordinating with clients and senior leadership.

Qualifications

• Bachelor's degree with 2 years of professional experience in business analysis, operations, reporting, or process automation within banking or financial services.
• High School diploma/GED with 6 years of related experience.

Responsibilities

• Design, develop, and maintain reporting solutions, dashboards, and automated workflows using Microsoft Power Platform tools (Power BI, Power Automate).
• Partner with Portfolio Management, Credit, Operations, and Technology to identify process improvements, improve data quality, and deliver insights.
• Support month-end and quarter-end activities, including risk management controls and borrower compliance.
• Analyze business processes, document requirements, manage reporting inventories, and assist with system implementations and enhancements.
• Conduct data validation and quality assurance; maintain procedural documentation; assist with ad hoc projects and queue management; serve as SME for portfolio reporting and automation.
• Interact with Global Fund Banking teams, business partners, clients, and leadership to ensure alignment and delivery.
• Demonstrate ability to balance operational responsibilities with strategic projects in a fast-paced environment.

Skills

Power BI

Power Automate

Microsoft Power Platform

Excel

SharePoint Online

Data analysis

Data modeling

Process automation

Stakeholder communication

Education

Bachelor's degree in related field

High School diploma/GED with 6 years experience

Tools

Power Platform suite

Power BI

Power Automate

Excel

SharePoint Online

Job description

First Citizens Bank seeks a Global Fund Banking Portfolio Management Analyst III in Phoenix, hybrid role. You will design and maintain BI dashboards and automated workflows, partnering across Portfolio Management, Credit, Operations and Tech to drive data quality and process improvements.

You will support month-end activities, manage reporting inventories, and act as SME for portfolio reporting and automation while coordinating with clients and senior leadership.