Portfolio Analyst - Portfolio Analytics Group


At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

The Portfolio Analyst role is within the Portfolio Analytics Group supporting Corporate & Commercial Banking (large corporate finance). The Portfolio Analytics Group is dedicated to the creation, maintenance, expansion and use of a proprietary centralized strategic database application system designed to more effectively monitor and analyze the Corporate & Commercial Banking commercial loan portfolio by providing in-depth, high-quality research, data management, trend analysis, and reporting functions using available internal and external sources.

- Assisting in the maintenance and application of the data warehouse system (performing monthly updates, data queries, etc.)
- Developing reports, executive summaries and queries for distribution to management and to assist in decision making
- Applying selection criteria to create reports, customer lists, and trends utilizing systems that house proprietary data
- Working on ad hoc projects as they arise
- Generating management reports that are complete, accurate and timely
- Workflow diagramming and process documentation
- Willingness to learn new technologies and operate under occasional ambiguities
- Management of multiple concurrent data requests to meet deadlines
- Ability to identify issues and interpret data
- Operating in a team environment with the other members of the Portfolio Analytics Group who are located locally and across the country using varied means of telecommunication
- Frequent interaction with Corporate & Commercial Banking employees at various levels of seniority as well as cross-functional teams for select projects


Basic Qualifications
- Bachelor's degree or equivalent work experience 
- Five or more years of experience in data management, business intelligence, or related field
- Experience working with relational databases – SQL Server or MS Access preferred
- Attention to detail combined with strong organizational and analytical skills
Preferred Skills/Experience
- SQL query programming and structuring
- BI reporting tools
- Dashboarding for custom interactive reporting and data visualizations (Tableau or SSRS)
- Corporate banking experience with exposure to corporate banking credits
- Knowledge of financial analysis concepts and methodologies
- Advanced Microsoft Office (VBA Scripting) and SQL Server Management Studio stored procedures
- Familiarity with financial reporting and ad hoc reporting creation
- Ability to work under general supervision with the capability to work collaboratively within the team as well as independently


Project Management / Analysis

Primary Location



1st - Daytime

Average Hours Per Week