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Portfolio Analyst Credit III

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: City National Bank
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 70000 - 130000 USD Yearly USD 70000.00 130000.00 YEAR
Job Description & How to Apply Below

PORTFOLIO ANALYST CREDIT IIIWHAT IS THE OPPORTUNITY?

This position will design and generate monthly, quarterly and ad hoc reports to support credit portfolio management. Design and maintain a database reporting system to accommodate the information needs. Anticipates short‑term and long‑term information requirements and generates multiple reports to accommodate current and anticipated needs. Access and interpret data to produce analytical models for management as required. Produce intelligence through querying data repositories, generating periodic reports, and identifying risk trends through quantitative and qualitative analysis.

Furthermore, increase automation in processes related to data and reporting along the division to maximize productivity.

WHAT WILL YOU DO?
  • Prepare and generate internal and external reports.
  • Develop and support the delivery of information to assist tactical and strategic programs.
  • Design and maintain database applications, reports/lists, statistics, graphics, etc. to provide credit analytics.
  • Develop quantitative methods to measure credit and financial performance.
  • Maintain and utilize system to gather and analyze credit and financial data.
  • Analyze data and review for reasonableness a large volume of monthly credit activity and financial data. Reconcile with general ledger.
  • Design and execute controls.
  • Coordinate and obtain access to data and identifies technical resources for project support. Work with colleagues to define their information requests.
  • Proactively troubleshoot for the best solution given the strategic direction of the division.
  • Prepare documentation of any project/activity assigned.
  • Recommend, update, or design new reports and useful tools to measure performance.
  • Maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures.
WHAT DO YOU NEED TO SUCCEED?

Required Qualifications *
  • Bachelor's Degree or equivalent
  • Minimum 3 years experience in a credit environment
  • Minimum 5 years experience working in data analysis
  • Minimum 5 years of experience with SAS or SQL, or other data management, reporting and query tools (Sharepoint, SAP, Business Objects, Tableau, Crystal reports/Dashboard, etc)
Additional Qualifications
  • Expert knowledge of PC computing environments, extensive experience with database reporting using query tools such as Brio, SQL, Python, Tableau and Excel.
  • Prior banking experience and extensive experience writing and developing reports, and financial modeling.
  • Excellent process management and problem solving skills.
  • Ability to independently design and tailor solutions to the required objectives
  • Good knowledge of accounting and financial analysis techniques.
  • Strong analysis and reporting skills.
  • Excellent verbal and written communication skills.
WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $70,000 - $130,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn…

Position Requirements
5+ Years work experience
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