Portfolio Analyst (Remote)

First Citizens Bank; Kentucky; Hybrid; USD 100,000 - 148,000; Full time

Job summary

A major financial institution is looking for a candidate to analyze enterprise data and provide insights that aid in strategic portfolio management. Responsibilities include developing data-driven recommendations and maintaining dashboards. The ideal candidate should hold a Bachelor's Degree and have relevant experience in analytics or similar fields. This opportunity offers a salary up to $147,940 and remote work flexibility for candidates in the Eastern Time Zone.

Benefits

Comprehensive benefits program

Opportunity for career advancement

Flexibility of remote work

Qualifications

• Bachelor's Degree with 4 years experience in Analytics, or High School Diploma with 8 years of related experience required.
• Strong understanding of demand and capacity concepts necessary.
• Hands-on experience with a PPM tool essential.

Responsibilities

• Analyze enterprise data for insights supporting portfolio management.
• Develop recommendations for strategic alignment and work intake.
• Conduct regular reviews for data accuracy and standards.

Skills

Analytics

Excel

Data Modeling

Portfolio Management

Analytical Skills

Education

Bachelor's Degree

High School Diploma/GED

Tools

Power BI

PPM Tool (Clarity, Planview)

Job description

Employer Industry: Banking and Financial Services

Why consider this job opportunity:

• Salary up to $147,940
• Opportunity for career advancement and growth within the organization
• Comprehensive benefits program tailored to support employees and their families
• Flexibility of remote work for candidates located in the Eastern Time Zone
• Work in a data‑driven environment with a focus on strategic portfolio management

What to Expect (Job Responsibilities):

• Analyze enterprise demand, capacity, resource utilization, and delivery data to produce insights that support portfolio prioritization and sequencing
• Develop data‑driven recommendations to improve visibility into work intake, strategic alignment, funding impact, and cross‑portfolio dependencies
• Conduct regular reviews of portfolio data for accuracy and alignment with standards
• Build and maintain portfolio dashboards that visualize demand, capacity, and overall portfolio health
• Leverage enterprise PPM tools to extract, analyze, and validate portfolio information

What is Required (Qualifications):

• Bachelor's Degree and 4 years of experience in Analytics, Modeling, or Reporting, or High School Diploma/GED and 8 years of experience in a related field
• Strong understanding of demand and capacity concepts and ability to interpret demand/capacity data
• Hands‑on experience with a PPM tool (Clarity, Planview, or equivalent)
• Advanced Excel skills, including Pivot Tables and data modeling
• Strong analytical ability with experience interpreting complex datasets

How to Stand Out (Preferred Qualifications):

• Experience with Power BI or similar dashboarding tools
• Background supporting portfolio prioritization or enterprise governance