Portfolio Management Business Analyst III- Global Fund Banking

Silicon Valley Bank; Phoenix (AZ); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Job summary

The Global Fund Banking Portfolio Management team at First Citizens Bank in Phoenix seeks a Hybrid Global Fund Banking Business Analyst III. You will design and maintain reporting solutions and dashboards using Power BI and Power Automate, partner with Portfolio Management, Credit, Operations, and Technology to drive process improvements, data quality, and actionable insights.

Responsibilities include month-end and quarter-end support, risk controls, borrower reporting, loan maintenance

Qualifications

• Bachelor's degree with 2 years of professional experience in business analysis, operations, reporting, or process automation within banking or financial services; or High School diploma/GED with 6 years of related experience.
• Experience developing and maintaining reporting, dashboards, and analytics solutions using Microsoft Power BI.
• Experience building workflow automations using Power Automate and other Power Platform tools.

Responsibilities

• Design, develop, and maintain reporting solutions, dashboards, and automated workflows using Microsoft Power Platform.
• Partner with Portfolio Management, Credit, Operations, and Technology to improve processes and data quality.
• Support month-end and quarter-end activities, and assist with risk management controls.
• Coordinate loan maintenance, borrower reporting, and client servicing needs as required.
• Document requirements, manage reporting inventories, and assist with system implementations.

Skills

Power BI

Power Automate

Data analysis

Business analytics

Excel advanced

Education

Bachelor's degree

High School diploma/GED

Tools

Microsoft Power Platform

SharePoint Online

Job description

Overview

This is a hybrid role located in Phoenix, AZ and candidates must currently live within a commutable distance of this office location.

Overview

This is a hybrid role located in Phoenix, AZ and candidates must currently live within a commutable distance of this office location.

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best‑in‑class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

The Global Fund Banking Business Analyst III is responsible for supporting the Global Fund Banking Portfolio Management team through a combination of portfolio operations, reporting, process automation, and business analysis activities. This role serves as a key resource for enhancing operational efficiency, developing business intelligence solutions, and providing direct portfolio management support during peak workload periods.

Responsibilities & Qualifications

Duties & Responsibilities:

Core responsibilities include designing, developing, and maintaining reporting solutions, dashboards, and automated workflows utilizing Microsoft Power Platform tools, including Power BI and Power Automate. The analyst will partner with Portfolio Management, Credit, Operations, and Technology teams to identify opportunities for process improvements, streamline manual activities, improve data quality, and deliver actionable insights through reporting and analytics.

This role will also perform Portfolio Management Analyst responsibilities as business needs dictate, including supporting month‑end and quarter‑end activities, executing risk management controls, ensuring borrower compliance requirements are met, tracking and reviewing borrower financial reporting, processing loan maintenance activities, coordinating approvals for loan advances, and interacting directly with clients regarding portfolio servicing needs.

Additional responsibilities include analyzing business processes, documenting requirements, managing reporting inventories, supporting system implementations and enhancements, conducting data validation and quality assurance, maintaining procedural documentation, assisting with ad hoc projects, participating in queue management activities, and serving as a subject matter expert for portfolio management reporting and automation solutions.

This position requires regular interaction with multiple Global Fund Banking teams, business partners throughout the bank, 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; or High School diploma/GED with 6 years of related experience.

Preferred

• Experience developing and maintaining reporting, dashboards, and analytics solutions using Microsoft Power BI
• Experience building workflow automations and process improvement solutions utilizing Microsoft Power Automate and other Microsoft Power Platform tools
• Experience working with large datasets, data modeling, data transformation, and reporting automation
• Strong understanding of banking operations, commercial lending, portfolio management, or credit administration processes
• Ability to identify operational inefficiencies and recommend scalable automation and reporting solutions
• Experience gathering business requirements, documenting processes, and managing projects from concept through implementation
• Proficient with Microsoft Office applications, with advanced Excel skills and experience utilizing SharePoint Online for collaboration and information management
• Strong analytical and problem‑solving skills with the ability to translate business needs into actionable technical solutions
• Ability to balance operational responsibilities with strategic projects in a fast‑paced environment
• Strong organizational skills and attention to detail with the ability to manage multiple priorities simultaneously
• Excellent written and verbal communication skills with the ability to effectively engage business partners, leadership, and clients
• Experience creating and maintaining process documentation, training materials, and procedural guides
• Demonstrated ability to work independently while collaborating effectively across functions
• Strong critical thinking skills with a proactive approach to identifying opportunities for improvement
• Adaptability and flexibility to provide direct Portfolio Management Analyst support during periods of high volume, including month‑end and quarter‑end processing

Position Specific Skills

• Business analytical skills
• Critical thinking skills
• Data Analysis

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.