Analysis & Reporting Senior Specialist (Charlotte NC)

This role supports the Wealth and Asset Management business through operational systems and reporting functions. The position is ideal for a motivated problem solver who is eager to become a subject-matter expert in investment reporting platforms data workflows and account setup processes. The role combines hands-on operations system integrations and data analysis while building a strong foundation in financial reporting controls and business support and helps coach junior associates.

Job requirements 

Responsible for supporting Wealth and Asset Management operations through a combination of financial reporting systems support and data analysis. Responsibilities typically include assisting with daily reporting deliverables account setup and householding reconciliations system integrations and complex and ad-hoc reporting needs. This role ensures accurate timely and well controlled reporting for wealth and asset management and other ad hoc requirements and prepares and analyzes data while also resolving data issues and discrepancies for reporting.

The role involves creating maintaining and enhancing reports dashboards and data extracts data mining and analyzing data to identify trends and discrepancies and resolving data and system-related issues. The individual will develop deep expertise in best-of-class industry reporting platforms and become a go-to resource for understanding system functionality data flows and reporting capabilities. 

Success in this role requires a strong problem-solving mindset intellectual curiosity and an interest in becoming a systems and data expert. The ideal candidate is a solutions seeker and emerging data guru who is comfortable working with large datasets learning system logic and basic configuration and partnering with business technology risk and operations teams. A forward-thinking approach is encouraged with opportunities to enhance processes through automation AI or other innovative solutions while building foundational knowledge of financial controls risk management and the broader business context.

Qualifications Education Certifications and/or Other Professional Credentials

Required Qualifications

• Completed High school diploma or GED equivalent
• Minimum of 2 years of experience in a Wealth Management operations role or broader financial services environment
• Proven ability to manage and prioritize multiple projects and tasks balancing risk considerations and client experience
• Strong judgment and ability to collaborate effectively with cross functional partners and team members
• Proficiency with personal computer applications including the Microsoft Office Suite
• Demonstrated excellent written and verbal communication skills
• Willingness and ability to manage both planned and unplanned work and projects as business needs arise

Preferred Qualifications

• Completed associate or bachelor’s degree
• Direct experience supporting Wealth Management operations processes and systems
• Working knowledge of brokerage platforms and the ability to troubleshoot system related issues
• Exposure to financial reporting reconciliations data analysis or complex and ad hoc reporting
• Demonstrated interest in systems data workflows and reporting platforms
• Experience partnering with technology risk or operations teams to resolve data or system issues
• Demonstrated past job stability

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

This role is not eligible for new employer‑sponsored or current H-1 B visa holders. Applicants including current OPT L and other visa holders must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.

Equal Employment Opportunity

Citizens its parent subsidiaries and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age ancestry color citizenship physical or mental disability perceived disability or history or record of a disability ethnicity gender gender identity or expression genetic information genetic characteristic marital or domestic partner status victim of domestic violence family status/parenthood medical condition military or veteran status national origin pregnancy/childbirth/lactation colleague’s or a dependent’s reproductive health decision making race religion sex sexual orientation or any other category protected by federal state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit qualifications performance and capability.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check which may include initial credit motor vehicle record public record prior employment verification and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828 we’re committed to providing solutions and expertise that support our customers clients colleagues and communities in what’s next on their own unique journey. We invest in the humans who build the logic ideas and innovations that bring new technologies to life. Investments in AI cloud computing machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us you’ll find a customer-centric culture and a supportive collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits plus a diverse culture of people and perspectives we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving and we believe you can too.

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