Portfolio Data Analyst

United Bank; Morgantown (WV); On-site; USD 60,000 - 85,000; Full time

Job summary

United Bank seeks a Portfolio Data Analyst to prepare reports and data extracts from multiple sources to support business functions while ensuring data security.

You will develop new reports using BI tools, summarize findings for internal customers, support data governance, and collaborate with the MIS & Credit Analytics team on key projects.

Qualifications

• Bachelor’s degree in a quantitative field or 3 years data analysis experience.
• Strong written and verbal communication skills.
• Proficiency in MS Office; Power BI preferred.
• Experience with relational databases and complex queries.
• Ability to present deliverables concisely with research and conclusions.
• Ability to independently manage and lead projects as needed.

Responsibilities

• Develop new reports and update existing reports to support business lines by utilizing BI tools. Validate reports to assure accuracy.
• Summarize key findings from reports and analysis for presentation to internal customers.
• Support Data Governance by identifying and researching potential data quality issues.
• Interact with all levels of staff and regulators in a prompt and professional manner.
• Work closely with Director of MIS & Credit Analytics on other projects and responsibilities as business needs arise.

Skills

MS Office

Data analysis

Report development

Data visualization

Communication skills

Independent work

Project leadership

Education

Bachelor’s degree in quantitative field (data analytics, math, statistics, MIS)

Tools

Power BI

Business Objects

Relational databases

Job description

JOB SUMMARY

The Portfolio Data Analyst prepares reports and data extracts from various sources to provide to internal customers and approved vendors to support business functions and processes while maintaining data security.

Job Description

JOB SUMMARY

The Portfolio Data Analyst prepares reports and data extracts from various sources to provide to internal customers and approved vendors to support business functions and processes while maintaining data security.

RESPONSIBILITIES

• Develop new reports and update existing reports to support business lines by utilizing Business Intelligence tools. Validate reports to assure accuracy.
• Summarize key findings from reports and analysis for presentation to internal customers.
• Support Data Governance by identifying and researching potential data quality issues.
• Responsible to interact with all levels of staff across the organization and regulators in a prompt and professional manner.
• Work closely with Director of MIS & Credit Analytics on other projects and responsibilities as business needs arise.

Essential Functions

• Sitting for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data

Qualifications

• Bachelor’s degree in quantitative field, such as data analytics, mathematics, statistics, MIS or related field, or a minimum of (3) three years of data analysis work in a professional setting environment required
• Ability to present deliverables in a concise, complete and professional format-demonstrating research, analysis and conclusion.
• Proficiency in MS Microsoft Office products is required
• Power BI experience preferred, but not required
• Experience working with relational databases and performing complex queries.
• Advanced analytical ability to perform simple/complex mathematical calculations.
• Excellent written and verbal communication skills
• Ability to demonstrate prior working experience creating reports from large amounts of data is highly desired, preferably in Business Objects.
• Excellent interpersonal, professional, and problem-solving skills.
• Demonstrated ability to work independently, multi-task, results-oriented and lead projects as needed.
• Interact with all levels of staff across the organization and bank examiners in a prompt and professional manner.

Company Profile

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.