Portfolio Data Analyst

United Bank; Vienna (VA); On-site; USD 65,000 - 95,000; Full time

Job summary

United Bank is seeking a Portfolio Data Analyst to prepare reports and data extracts to support business functions while maintaining data security. Located in Vienna, VA, the role focuses on developing BI reports and ensuring accuracy for internal customers and approved vendors.

The candidate should have a quantitative degree or equivalent data analysis experience, strong communication skills, and proficiency in MS Office and SQL/Business Objects.

Qualifications

• Bachelor's degree in quantitative field or 3+ years data analysis experience in a professional setting.
• Strong ability to present deliverables concisely with research, analysis and conclusions.
• Proficiency in MS Office and data querying.
• Experience with relational databases and complex queries.
• Excellent written and verbal communication skills.
• Experience creating reports from large data sets, preferably in Business Objects.

Responsibilities

• Develop new reports and update existing reports to support business lines using BI tools.
• Validate reports to ensure accuracy.
• Summarize key findings from reports for internal customers.
• Support Data Governance by identifying potential data quality issues.
• Interact with all levels of staff and bank examiners in a prompt, professional manner.
• Collaborate with the Director of MIS & Credit Analytics on projects as needed.

Skills

Data analysis

Communication

Independent worker

Data storytelling

Education

Bachelor's degree

3+ years data analysis experience

Tools

MS Office

SQL

Business Objects

Job description

United Bank

United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Portfolio Data Analyst

Date: Oct 14, 2026

Location: Vienna, VA, US, 22182

Company: United Bank

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
• 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.

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