Portfolio Analyst

Responsible for assisting with the development, execution and ongoing evolution of analytical solutions for the Bank. Implements and maintains reporting procedures in accordance with Bank policies and the Data Governance Framework. Communicates and presents reporting findings and provides guidance to the Central Credit Administration Manager and other departments within the Bank.

1. Engages in a range of activities regarding portfolio analytics to facilitate the maturation of Bank  data and the Data Governance function.

2. Prepares ad hoc financial analysis, as required.

3. Produces portfolio analytics management packages for the Bank.

4. Monitors and creates the loan trial balance.

5. Monitors and creates the deposit trial balance.

6. Serves as a Credit Services data steward by interpreting Credit Services data to assist management with strategic decisions, creating business process flows and data mapping for Credit Services data, and assisting in defining and maintaining data definitions for Credit Services.

7. Assists in coordinating periodic data quality audits and data cleansing efforts for various programs.

8. Assists in identifying and documenting data quality issues, limitations and gaps that may exist.

9. Assists in leading the development of issue resolution or change implementation options for data assets.

10. Regularly exercises discretion and judgment in the performance of essential job functions.

11. Maintains good punctuality and attendance to work.

12. Drives an automobile on Bank business.

13. Follows Bank and policy, procedures, practices and guidelines.

14. Performs other duties as assigned.

1. Knowledge of financial analysis principles and practices.

2. Ability to demonstrate proficient technology skills, including Microsoft Word, Excel, SQL Query for data extracts and structured report development through SSRS, Power BI or similar tools.

3. Ability and desire to learn and use analytical software such as SAS, R, Python, or SQL.

4. Ability to analyze data, draw conclusions to make recommendations and communicate effectively with others in an understandable manner.

5. Ability to demonstrate sound judgment in actions and decision-making.

6. Ability to organize work effectively and follow through on work activities and deliverables.

7. Ability to multi-task and work effectively with exacting deadlines.

8. Ability to demonstrate flexibility and evolve with an ever-changing environment.

1. Bachelor degree in finance, accounting, economics, business or data analytics, information systems, business or related field, or commensurate work experience, required.

2. Minimum of (2) years of work experience in a data analytics and/or financial analysis role required.

3. Prior experience developing and executing queries and/or reporting for data sets required.

4. Prior experience documenting procedures, development process flows and diagrams preferred.

Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.

Note:   This description is not an exhaustive list of all job functions, duties, skills, and job standards required.  Other job functions, duties, skills, and standards may be added.  Management reserves the right to add or change the job requirements at any time.

Bank OZK is an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.