PM Support Business Analyst III- Global Fund Banking

This is a hybrid role located in Phoenix, AZ and candidates must currently live within a commutable distance of this office location.

At First Citizens Bank, we're committed to helping our clients achieve their ambitions, and we bring that same commitment to our associates. For more than 125 years, our relationship-based culture has created opportunities to build lasting connections, grow professionally and make a meaningful impact for our clients, communities and one another.

First Citizens Fund Banking, formerly SVB Global Fund Banking, is a premier fund finance partner to venture capital and private equity firms. With more than 40 years of experience, we deliver a comprehensive set of banking and lending solutions, valuable market insights, and curated industry connections to the most prestigious firms.

The Global Fund Banking Business Analyst III is responsible for supporting the Global Fund Banking Portfolio Management team through a combination of portfolio operations, reporting, process automation, and business analysis activities. This role serves as a key resource for enhancing operational efficiency, developing business intelligence solutions, and providing direct portfolio management support during peak workload periods.

Duties & Responsibilities:

Core responsibilities include designing, developing, and maintaining reporting solutions, dashboards, and automated workflows utilizing Microsoft Power Platform tools, including Power BI and Power Automate. The analyst will partner with Portfolio Management, Credit, Operations, and Technology teams to identify opportunities for process improvements, streamline manual activities, improve data quality, and deliver actionable insights through reporting and analytics.

This role will also perform Portfolio Management Analyst responsibilities as business needs dictate, including supporting month-end and quarter-end activities, executing risk management controls, ensuring borrower compliance requirements are met, tracking and reviewing borrower financial reporting, processing loan maintenance activities, coordinating approvals for loan advances, and interacting directly with clients regarding portfolio servicing needs.

Additional responsibilities include analyzing business processes, documenting requirements, managing reporting inventories, supporting system implementations and enhancements, conducting data validation and quality assurance, maintaining procedural documentation, assisting with ad hoc projects, participating in queue management activities, and serving as a subject matter expert for portfolio management reporting and automation solutions.

This position requires regular interaction with multiple Global Fund Banking teams, business partners throughout the bank, clients, and senior leadership.

Qualifications

Bachelor's degree with 2 years of professional experience in business analysis, operations, reporting, or process automation within banking or financial services; or High School diploma/GED with 6 years of related experience.

Preferred:

• Experience developing and maintaining reporting, dashboards, and analytics solutions using Microsoft Power BI
• Experience building workflow automations and process improvement solutions utilizing Microsoft Power Automate and other Microsoft Power Platform tools
• Experience working with large datasets, data modeling, data transformation, and reporting automation
• Strong understanding of banking operations, commercial lending, portfolio management, or credit administration processes
• Ability to identify operational inefficiencies and recommend scalable automation and reporting solutions
• Experience gathering business requirements, documenting processes, and managing projects from concept through implementation
• Proficient with Microsoft Office applications, with advanced Excel skills and experience utilizing SharePoint Online for collaboration and information management
• Strong analytical and problem-solving skills with the ability to translate business needs into actionable technical solutions
• Ability to balance operational responsibilities with strategic projects in a fast-paced environment
• Strong organizational skills and attention to detail with the ability to manage multiple priorities simultaneously
• Excellent written and verbal communication skills with the ability to effectively engage business partners, leadership, and clients
• Experience creating and maintaining process documentation, training materials, and procedural guides
• Demonstrated ability to work independently while collaborating effectively across functions
• Strong critical thinking skills with a proactive approach to identifying opportunities for improvement
• Adaptability and flexibility to provide direct Portfolio Management Analyst support during periods of high volume, including month-end and quarter-end processing

Position Specific Skills:

Business analytical skills

Critical thinking skills

Data Analysis

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.