Portfolio Analyst - Digital Assets

Western Alliance Bank • Phoenix, AZ

23h

About The Position

As a Portfolio Analyst you'll be responsible for researching, collecting, and analyzing data for the strategic decision-making process. You’ll play a critical role in supporting Relationship Managers within the Digital Asset Banking division. This position focuses on client onboarding, account management, and portfolio maintenance to ensure superior customer service and operational excellence. The analyst will collaborate closely with Portfolio Managers, Relationship Managers, and internal partners across Risk, Compliance, and Operations.

Requirements

• Completion of an Accounting course.
• Bachelor's degree or equivalent experience required.
• Strong analytical, conceptual, communication, leadership, and organizational skills.
• Intermediate experience with data analysis and research with the ability to identify and escalate cases or inquiries to mitigate bank risks.
• Knowledge of digital assets, blockchain, or fintech platforms preferred.
• Intermediate skills in MS Office Suite.
• Intermediate experience with banking applications and systems preferred.
• Intermediate speaking and writing communication skills

Nice To Haves

• Knowledge of digital assets, blockchain, or fintech platforms preferred.
• Intermediate experience with banking applications and systems preferred.

Responsibilities

• Assist Relationship Managers with client onboarding, ensuring all documentation and compliance requirements (BSA/AML, OFAC) are met.
• Maintain and update client account information, ensuring accuracy and timeliness in all systems.
• Monitor portfolio activity and generate reports on account performance, balances, and operational metrics.
• Support Portfolio Managers in preparing client reviews, presentations, and internal reporting packages.
• Coordinate with internal teams (Risk, Compliance, Treasury, Operations) to resolve account-related issues promptly.
• Analyze client transaction patterns and escalate anomalies or potential risks to appropriate stakeholders.
• Assist in the development and maintenance of dashboards and trackers for portfolio health and client engagement.
• Participate in process improvement initiatives to streamline onboarding and account maintenance workflows.

Benefits

• We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program.
• In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees