Analysis & Reporting Specialist (Charlotte, NC)

Citizens • Charlotte, NC

19h • Onsite

About The Position

This entry-level 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.

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
• 1+ years of experience in operations, reporting, data support, or administrative role, ideally within financial services or a regulated environment or completed bachelor’s college degree
• Demonstrated ability to effectively prioritize and manage multiple tasks and concurrent projects
• Strong judgment with a proven ability to collaborate effectively across teams and functions
• Proficiency in PC applications, including the Microsoft Office Suite
• Demonstrated excellent verbal and written communication skills
• Willingness and flexibility to support both planned initiatives and ad hoc or time sensitive projects as business needs arise
• 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

• Exposure to or understanding of Wealth Management or Financial Services operations
• History of consistent employment demonstrating reliability and job stability
• Completed associate or bachelor’s degree
• Understanding of Wealth Management Operations is a plus
• Demonstrated past job stability

Responsibilities

• Supporting Wealth and Asset Management operations through financial reporting, systems support, and data analysis.
• 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 industry reporting platforms and 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.

Benefits

• Equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees