Wholesale Portfolio Strategy and Reporting Consultant
Atlanta, Georgia, United States · On-site
Senior
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Wholesale Portfolio Strategy and Reporting Consultant
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Full-time
bachelor degree
Medical, Dental, Vision, Life insurance, Disability insurance, Accidental death and dismemberment insurance
Posted 37d ago
~40 hrs/week
Responsibilities
The consultant is responsible for designing and maintaining data assets and reporting solutions to support credit delivery, risk management, and operational processes. They provide actionable insights to business leaders by analyzing portfolio performance, concentrations, and profitability.
Requirements
Candidates must hold a bachelor's degree in business, finance, or a related field with at least five years of relevant experience. Strong analytical, technical, and leadership skills are required, along with proficiency in data analytics and reporting frameworks.
Full job description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Senior Data & Reporting Analyst is responsible for designing, developing, and maintaining data assets, reporting solutions, and analytical tools that support Credit Delivery, portfolio management, risk management, and operational processes across the organization. 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. Leveraging a combination of reporting, business intelligence, and data engineering expertise, the position delivers accurate, timely, and actionable insights to business leaders, Credit Delivery partners, risk teams, and senior management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develops and delivers ongoing regulatory, management and operational reporting in support of sound credit administration across multiple verticals in Wholesale Credit Delivery (WCD) including Annual Reviews, other periodic reviews, quarterly spreads and risk ratings, maintenance of credit files and other compliance requirements. 2. Develops and delivers ongoing reporting and analytics across multiple WCD verticals regarding portfolio performance, concentrations, profitability, and segmentation in support of various portfolio meetings 3. Provides insight and recommendations, garnered from reporting and observations, to Portfolio Strategy and Reporting Manager regarding the performance of the WCD platform to guide strategic decisions 4. Partner with the Wholesale Business Enablement Data Analytics team as well as Enterprise partners for WCD reporting and data analytics/visualization needs 5. Promotes a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values 6. Promotes sound risk management as the first line of defense by ensuring compliance with Bank policies for credit, underwriting, operational, regulatory, tax, legal procedures, and policies.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training
Five years of related experience
Knowledge or experience in strategic planning/projects/process management
Managerial/leadership experience with supporting educational background
Advanced knowledge of industry, market, and products
Advanced analytical and technical skills combined with a problem-solving attitude
Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely
Strong partnering and leadership skills
Preferred Qualifications:
5+ years of experience in data analytics, reporting, business intelligence, data engineering, portfolio analytics, or related roles.
Advanced experience with Python, SQL, business intelligence, and visualization tools.
Knowledge of data governance, regulatory reporting, and data quality controls.
Familiarity with artificial intelligence (AI) and generative AI tools, including the ability to leverage AI-enabled solutions to improve reporting, analytics, operational efficiency, and business processes.
Knowledge of Key Risk Indicator (KRI) and Key Performance Indicator (KPI) frameworks, including metric development, governance, monitoring, trend analysis, dashboard design, and executive reporting.
Experience designing and maintaining performance measurement and risk reporting frameworks that support portfolio oversight, credit administration, operational effectiveness, and strategic decision-making.
Demonstrated ability to translate business objectives into meaningful metrics and actionable insights for senior leadership and stakeholders.
Demonstrated knowledge and skill in strategic data assets warehousing and transactional application data concepts and technology.
Strong analytical, critical thinking, and problem-solving skills with the ability to independently identify and resolve complex issues.
Experience managing multiple priorities and delivering results in a fast-paced, collaborative environment.
Excellent verbal, written, and presentation skills with the ability to communicate complex information to technical and non-technical audiences.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com.
Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
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How much do Data & Analytics jobs in Atlanta, GA pay?
Based on 1092 listings with disclosed salaries, most data & analytics jobs in Atlanta, GA pay between $70k–$200k per year. Individual offers vary with seniority, company size, and specialization.
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