Analysis & Reporting Specialist (Charlotte, NC)

Citizens Financial Group•Charlotte, NC

1d•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.

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

Responsible for supporting Wealth and Asset Management operations through a combination of 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 best-of-class 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.