Wholesale Portfolio Analytics & Reporting Strategist

Truist; Charlotte (NC); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation & sick days

Job summary

Truist is seeking a Senior Data & Reporting Analyst in Charlotte, NC to design, develop, and maintain data assets, reports, and analytical tooling for Credit Delivery and risk management. You will deliver critical management reporting and enable data-driven decision making across portfolios and regulatory activities.

The role requires a Bachelor’s in Business/Finance (or equivalent) and 5+ years of relevant experience, with strong analytical, leadership, and communication skills.

Qualifications

• Bachelor's degree in Business, Finance or related field and related training.
• Five years of related experience.
• Strong analytical and technical skills with a problem-solving attitude.
• Excellent interpersonal style and ability to communicate complex ideas clearly.
• Leadership and collaboration capabilities.

Responsibilities

• Delivers regulatory, management and operational reporting for Wholesale Credit Delivery (WCD).
• Provides insights on portfolio performance, concentrations, profitability, and segmentation.
• Offers recommendations to Portfolio Strategy and Reporting Manager.
• Partners with WCD analytics and Enterprise data teams for reporting needs.
• Supports risk management and ensures compliance with bank policies.

Skills

Analytical skills

Technical skills

Leadership

Communication

Problem-solving

Team collaboration

Education

Bachelor's degree in Business or Finance

Equivalent education and training

Tools

Python

SQL

BI tools

Visualization tools

Job description

Truist is seeking a Senior Data & Reporting Analyst in Charlotte, NC to design, develop, and maintain data assets, reports, and analytical tooling for Credit Delivery and risk management. You will deliver critical management reporting and enable data-driven decision making across portfolios and regulatory activities.

The role requires a Bachelor’s in Business/Finance (or equivalent) and 5+ years of relevant experience, with strong analytical, leadership, and communication skills.