Portfolio Management Associate
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Job Location:
Jacksonville, FL - USA
Monthly Salary:
$ 63500 - 97500
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
Job Title Portfolio Management
Corporate Title Associate
Location Jacksonville FL
Overview
We are seeking a detail-oriented and analytical Associate with banking experience to join our team. This role supports the accurate reporting analysis and control of financial and performance metrics used by senior management and business stakeholders. The Associate will assist in the development and maintenance of reporting frameworks perform data validation and variance analysis and contribute to the integrity of financial and management ideal Associate will have a foundational understanding of banking products and operations strong analytical skills and an interest in financial controls reporting and data governance within a regulated financial environment.
What We Offer You
A diverse and inclusive environment that embraces change innovation and collaboration
A hybrid working model allowing for in-office / work from home flexibility generous vacation personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits retirement savings plans parental leave and family building benefits
Educational resources matching gift and volunteer programs
What Youll Do
Support the preparation validation and analysis of performance metrics management reports and dashboards used for financial and business decision-making
Assist in daily weekly and monthly reporting processes including data reconciliation variance analysis and investigation of data anomalies
Partner with cross-functional teams to:
Define and refine Key Performance Indicators/Key Risk Indicators
Understand data sources and business logic
Ensure alignment with reporting standards and business objectives
Develop and enhance automated reporting solutions using tools such as Excel Tableau and other Power BI platforms
Ensure data accuracy integrity and compliance with regulatory requirements
Provide actionable insights to senior management through clear and concise reporting. Support ad-hoc analysis issue remediation and special projects as needed
Document assumptions methodologies and control procedures to support transparency and auditability
Skills Youll Need
Bachelors degree in Finance Economics Business Analytics or related field
Proficient experience in banking or financial services with exposure to analytics or reporting
Advanced proficiency in Excel (pivot tables basic macros formulas) and Tableau (dashboard creation data visualization)
Familiarity with Structured Query Language or data querying tools is a plus
Strong analytical and problem-solving skills and attention to detail
Excellent communication skills and ability to present complex data in a clear actionable manner
Skills That Will Help You Excel
Experience with other Business Intelligence (BI) tools (Power BI Qlik)
Awareness of regulatory reporting requirements in banking
Ability to manage multiple priorities in a fast-paced deadline-driven environment
Demonstrated interest in developing a career withing Finance or Product Control
Expectations
It is the Banks expectation that employees hired into this role will work in the Jacksonville FL office in accordance with the Banks hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Jacksonville FL is $63500 to $97500. Actual salaries may be based on a number of factors including but not limited to a candidates skill set experience education work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank we recognize that our benefit programs have a profound impact on our colleagues. Thats why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves at every stage of life. We provide access to physical emotional and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Banks California Privacy Notice please email.
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Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability protected veteran status or other characteristics protected by law. Click these links to viewDeutsche Banks Equal Opportunity Policy Statementand the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act; andEmployee Polygraph Protection Act.
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Deutsche Securities Saudi Arabia (DSSA) is a closed joint stock company incorporated in 2007 under the commercial register number: 1010239773. DSSA is a subsidiary of Deutsche Bank AG [95% owned by Deutsche Bank AG and 5% owned by DB Capital Markets (Deutschland) GMBH] with paid capit ... View more
