Wholesale Portfolio Strategy and Reporting Consultant

Truist Financial
Charlotte, Atlanta
Workplace: OnsiteFull timeFunction: Data Analytics & Business IntelligenceEducation: bachelorsSkills: ["Problem-solving","Interpersonal skills","Communication","Listening","Leadership"]

Design and deliver regulatory, management, and operational reporting for Wholesale Credit Delivery, including annual/periodic reviews, portfolio monitoring, risk oversight, and compliance reporting. Build analytics on performance, concentrations, profitability, and segmentation to support portfolio meetings. Partner with data analytics and enterprise stakeholders to create dashboards and data-driven insights that guide portfolio strategy, strengthen risk management, and improve operational effectiveness.

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Truist Financial
Truist Financial
20 hours ago

Wholesale Portfolio Strategy and Reporting Consultant

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Last checked: 20 hours agoStatus: Live

Job Summary

Design and deliver regulatory, management, and operational reporting for Wholesale Credit Delivery, including annual/periodic reviews, portfolio monitoring, risk oversight, and compliance reporting. Build analytics on performance, concentrations, profitability, and segmentation to support portfolio meetings. Partner with data analytics and enterprise stakeholders to create dashboards and data-driven insights that guide portfolio strategy, strengthen risk management, and improve operational effectiveness.
Location: Charlotte, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Mid level

Key Responsibilities

  • •Develop and deliver regulatory, management, and operational reporting for Wholesale Credit Delivery, including periodic reviews and compliance support.
  • •Create reporting and analytics on portfolio performance, concentrations, profitability, and segmentation to support portfolio meetings.
  • •Provide insights and recommendations to guide strategic decisions for the Wholesale Credit Delivery platform.
  • •Partner with data analytics and enterprise teams to meet reporting, analytics, and visualization needs.
  • •Support sound risk management by ensuring compliance with bank policies across credit, underwriting, operational, regulatory, tax, and legal procedures.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

  • •Bachelor's degree in Business, Finance, or related field (or equivalent education/training).
  • •5 years of related experience in data analytics, reporting, business intelligence, data engineering, or portfolio analytics.
  • •Knowledge/experience supporting strategic planning, projects, and process management.
  • •Managerial/leadership experience, with strong partnering and leadership skills.
  • •Advanced analytical and technical skills with strong problem-solving and clear communication.
Experience:CreditBankingFinancial servicesPortfolio managementRisk management
Education:Bachelor's
Skills:Problem-solvingInterpersonal skillsCommunicationListeningLeadership
Languages:English
Tech Stack:PythonSQLBusiness intelligenceData visualizationDashboardsData engineeringData warehousingAIGenerative AI

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn