Portfolio Strategy & Risk Reporting Lead

Truist; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) plan

Job summary

Truist is seeking a Senior Data & Reporting Analyst to design, develop, and maintain data assets, reporting solutions, and analytical tools to support Credit Delivery, portfolio management, risk management, and operational processes.

The role provides critical management reporting and analytical support for ongoing credit administration activities, including portfolio monitoring, periodic reviews, risk oversight, regulatory reporting, and compliance requirements.

Qualifications

• Bachelor's degree in Business, Finance or related field and relevant experience.
• Five years of related experience.
• Advanced analytical and technical skills with a problem-solving mindset.
• Strong communication and leadership abilities.

Responsibilities

• Develops and delivers ongoing regulatory, management and operational reporting for credit administration across multiple verticals.
• Delivers analytics on portfolio performance, concentrations, profitability and segmentation for portfolio meetings.
• Provides insights and recommendations to Portfolio Strategy and Reporting Manager on WCD performance.
• Partners with Wholesale Data Analytics and Enterprise teams for reporting and data visualization needs.
• Promotes a cohesive, inclusive, team-oriented culture aligned with Truist values.
• Ensures compliance with bank policies across credit, underwriting, operational, regulatory and legal procedures.

Skills

Python

SQL

Data analytics

Business intelligence

Dashboards/Visualization

Communication

Leadership

Education

Bachelor's degree in Business, Finance or related field

Tools

Power BI

SQL-based querying tools

Job description

Truist is seeking a Senior Data & Reporting Analyst to design, develop, and maintain data assets, reporting solutions, and analytical tools to support Credit Delivery, portfolio management, risk management, and operational processes.

The role provides critical management reporting and analytical support for ongoing credit administration activities, including portfolio monitoring, periodic reviews, risk oversight, regulatory reporting, and compliance requirements.