Job Title:
Portfolio Analyst - Digital Assets
Location:
CityScape
What youll do:
As a Portfolio Analyst youll be responsible for researching collecting and analyzing data for the strategic decision-making process. Youll play a critical role in supporting Relationship Managers within the Digital Asset Banking division. This position focuses on client onboarding account management and portfolio maintenance to ensure superior customer service and operational excellence. The analyst will collaborate closely with Portfolio Managers Relationship Managers and internal partners across Risk Compliance and Operations.
- Assist Relationship Managers with client onboarding ensuring all documentation and compliance requirements (BSA/AML OFAC) are met.
- Maintain and update client account information ensuring accuracy and timeliness in all systems.
- Monitor portfolio activity and generate reports on account performance balances and operational metrics.
- Support Portfolio Managers in preparing client reviews presentations and internal reporting packages.
- Coordinate with internal teams (Risk Compliance Treasury Operations) to resolve account-related issues promptly.
- Analyze client transaction patterns and escalate anomalies or potential risks to appropriate stakeholders.
- Assist in the development and maintenance of dashboards and trackers for portfolio health and client engagement.
- Participate in process improvement initiatives to streamline onboarding and account maintenance workflows.
What youll need:
- Completion of an Accounting course.
- Bachelors degree or equivalent experience required.
- Strong analytical conceptual communication leadership and organizational skills.
- Intermediate experience with data analysis and research with the ability to identify and escalate cases or inquiries to mitigate bank risks. Knowledge of digital assets blockchain or fintech platforms preferred.
- Intermediate skills in MS Office Suite.
- Intermediate experience with banking applications and systems preferred.
- Intermediate speaking and writing communication skills
Benefits youll love:
We offer all the important things youd want like competitive salaries an ownership stake in the company medical and dental insurance time off a great 401k matching program tuition assistance program an employee volunteer program and a wellness addition youll have the opportunity to bolster your business knowledge learning the ins and outs of how successful companies operate and manage their finances giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona Alliance Association Bank Bank of Nevada Bridge Bank First Independent Bank and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race sex color religion age nation origin marital status disability protected veteran status sexual orientation gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying please email or call . When contacting us please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
Required Experience:
IC
Job Title:Portfolio Analyst - Digital AssetsLocation:CityScapeWhat youll do:As a Portfolio Analyst youll be responsible for researching collecting and analyzing data for the strategic decision-making process. Youll play a critical role in supporting Relationship Managers within the Digital Asset Ban...
Job Title:
Portfolio Analyst - Digital Assets
Location:
CityScape
What youll do:
As a Portfolio Analyst youll be responsible for researching collecting and analyzing data for the strategic decision-making process. Youll play a critical role in supporting Relationship Managers within the Digital Asset Banking division. This position focuses on client onboarding account management and portfolio maintenance to ensure superior customer service and operational excellence. The analyst will collaborate closely with Portfolio Managers Relationship Managers and internal partners across Risk Compliance and Operations.
- Assist Relationship Managers with client onboarding ensuring all documentation and compliance requirements (BSA/AML OFAC) are met.
- Maintain and update client account information ensuring accuracy and timeliness in all systems.
- Monitor portfolio activity and generate reports on account performance balances and operational metrics.
- Support Portfolio Managers in preparing client reviews presentations and internal reporting packages.
- Coordinate with internal teams (Risk Compliance Treasury Operations) to resolve account-related issues promptly.
- Analyze client transaction patterns and escalate anomalies or potential risks to appropriate stakeholders.
- Assist in the development and maintenance of dashboards and trackers for portfolio health and client engagement.
- Participate in process improvement initiatives to streamline onboarding and account maintenance workflows.
What youll need:
- Completion of an Accounting course.
- Bachelors degree or equivalent experience required.
- Strong analytical conceptual communication leadership and organizational skills.
- Intermediate experience with data analysis and research with the ability to identify and escalate cases or inquiries to mitigate bank risks. Knowledge of digital assets blockchain or fintech platforms preferred.
- Intermediate skills in MS Office Suite.
- Intermediate experience with banking applications and systems preferred.
- Intermediate speaking and writing communication skills
Benefits youll love:
We offer all the important things youd want like competitive salaries an ownership stake in the company medical and dental insurance time off a great 401k matching program tuition assistance program an employee volunteer program and a wellness addition youll have the opportunity to bolster your business knowledge learning the ins and outs of how successful companies operate and manage their finances giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona Alliance Association Bank Bank of Nevada Bridge Bank First Independent Bank and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race sex color religion age nation origin marital status disability protected veteran status sexual orientation gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying please email or call . When contacting us please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
Required Experience:
IC
View more
View less