Position Details

Salary $71K – $125K USD / year

Type Not Specified

Experience mid

Exp. Years 3+ years

Education Bachelor's Degree or equivalent experience

Category Business Analysis

About this role

This role involves supporting banking portfolio management initiatives by analyzing business processes, developing reports, and collaborating with stakeholders to implement strategic solutions.

Key Responsibilities

Analyze business processes
Develop and maintain reports
Collaborate with stakeholders
Support strategic projects
Automate reporting processes

Technical Overview

The role requires proficiency in data analysis, visualization, automation, CRM platforms, and familiarity with regulatory and AI tools.

Ideal Candidate

The ideal candidate is a mid-level business analyst with at least 3 years of experience in data analysis, stakeholder engagement, and project management within the banking or financial sector. They should be proficient in Excel, PowerPoint, and familiar with CRM platforms and regulatory processes.

Must-Have Skills

Business analysisData analysisStakeholder collaborationProject managementExcelPowerPoint

Nice-to-Have Skills

AI toolsPrompt engineeringCRM knowledgeRegulatory knowledge

Tools & Platforms

MS ExcelMS PowerPointCRM platforms

Required Skills

business analysisdata analysisstakeholder engagementproject managementCRM platformsregulatory processesAI toolsprompt engineeringreport automationdata visualization

Hard Skills

MS ExcelMicrosoft ExcelMS PowerPointMicrosoft PowerPointData analysisData visualizationData miningProject managementCRM platformsRegulatory processesAI toolsPrompt engineering

Soft Skills

CommunicationStakeholder engagementLeadershipProblem-solvingCollaborationTime management

Industry & Role

Industry Banking

Job Function Business analysis and reporting support for banking portfolio management

Role Subtype Business Analyst

Keywords for Your Resume

Senior Business Analystbusiness analysisdata analysisstakeholder engagementproject managementCRM platformsregulatory processesAI toolsprompt engineeringreport automationdata visualizationprocess improvementkey initiativesstrategy executionanalysisbusiness analyststakeholder collaborationCRM

Deal Breakers

Lack of experience in business analysis, No proficiency in Excel or PowerPoint, No experience with CRM or regulatory processes

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