Analysis & Reporting Senior Specialist (Charlotte, NC)

Citizens Bank•Charlotte, NC

19h•Onsite

About The Position

This role supports the Wealth and Asset Management business through operational, systems, and reporting functions. The position is ideal for a motivated problem solver who is eager to become a subject-matter expert in investment reporting platforms, data workflows, and account setup processes. The role combines hands-on operations, system integrations, and data analysis while building a strong foundation in financial reporting, controls, and business support and helps coach junior associates. Responsible for supporting Wealth and Asset Management operations through a combination of financial reporting, systems support, and data analysis. Responsibilities typically include assisting with daily reporting deliverables, account setup and householding, reconciliations, system integrations, and complex and ad-hoc reporting needs. This role ensures accurate, timely, and well controlled reporting for wealth and asset management and other ad hoc requirements and prepares and analyzes data while also resolving data issues and discrepancies for reporting. The role involves creating, maintaining, and enhancing reports, dashboards, and data extracts, data mining and analyzing data to identify trends and discrepancies, and resolving data and system-related issues. The individual will develop deep expertise in best-of-class industry reporting platforms and become a go-to resource for understanding system functionality, data flows, and reporting capabilities. Success in this role requires a strong problem-solving mindset, intellectual curiosity, and an interest in becoming a systems and data expert. The ideal candidate is a solutions seeker and emerging data guru who is comfortable working with large datasets, learning system logic and basic configuration, and partnering with business, technology, risk and operations teams. A forward-thinking approach is encouraged, with opportunities to enhance processes through automation, AI, or other innovative solutions while building foundational knowledge of financial controls, risk management, and the broader business context.

Requirements

Completed High school diploma or GED equivalent
Minimum of 2 years of experience in a Wealth Management operations role or broader financial services environment
Proven ability to manage and prioritize multiple projects and tasks, balancing risk considerations and client experience
Strong judgment and ability to collaborate effectively with cross functional partners and team members
Proficiency with personal computer applications, including the Microsoft Office Suite
Demonstrated excellent written and verbal communication skills
Willingness and ability to manage both planned and unplanned work and projects as business needs arise
Applicants must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.

Nice To Haves

Completed associate or bachelor’s degree
Direct experience supporting Wealth Management operations processes and systems
Working knowledge of brokerage platforms and the ability to troubleshoot system related issues
Exposure to financial reporting, reconciliations, data analysis, or complex and ad hoc reporting
Demonstrated interest in systems, data workflows, and reporting platforms
Experience partnering with technology, risk, or operations teams to resolve data or system issues
Demonstrated past job stability

Responsibilities

Assisting with daily reporting deliverables, account setup and householding, reconciliations, system integrations, and complex and ad-hoc reporting needs.
Ensuring accurate, timely, and well controlled reporting for wealth and asset management and other ad hoc requirements.
Preparing and analyzing data while also resolving data issues and discrepancies for reporting.
Creating, maintaining, and enhancing reports, dashboards, and data extracts.
Data mining and analyzing data to identify trends and discrepancies.
Resolving data and system-related issues.
Developing deep expertise in best-of-class industry reporting platforms.
Becoming a go-to resource for understanding system functionality, data flows, and reporting capabilities.
Enhancing processes through automation, AI, or other innovative solutions.
Building foundational knowledge of financial controls, risk management, and the broader business context.
Coaching junior associates.