Analysis & Reporting Specialist - Charlotte, NC

Job Description

This entry-level 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.

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.

Required qualifications

Completed High school diploma or GED equivalent

1+ years of experience in operations, reporting, data support, or administrative role, ideally within financial services or a regulated environment or completed bachelor's college degree

Demonstrated ability to effectively prioritize and manage multiple tasks and concurrent projects

Strong judgment with a proven ability to collaborate effectively across teams and functions

Proficiency in PC applications, including the Microsoft Office Suite

Demonstrated excellent verbal and written communication skills

Willingness and flexibility to support both planned initiatives and ad hoc or time sensitive projects as business needs arise

Preferred qualifications

Exposure to or understanding of Wealth Management or Financial Services operations

History of consistent employment demonstrating reliability and job stability

Completed associate or bachelor's degree

Understanding of Wealth Management Operations is a plus

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.

Required Skills

• Accounting
• Analytical Reasoning
• Big Data Management and Analytics
• Business Intelligence
• Competitive Landscape
• Curiosity
• Customer-Centricity
• Data Analysis
• Data Gathering and Reporting
• Data Savvy
• Differential Insights
• Financial Analysis
• Financial Reporting
• Fostering Inclusion
• Industry Insight
• Leverages Information
• Motivating Others
• Persistence and Tenacity
• Project Support
• Strategic Analysis
• Valuing Diversity and Inclusion

About Us

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

Job Applicant Data Privacy Policy

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.

Job Info

• Job Identification 47132
• Job Category Data & Analytics
• Degree Level High School Graduate/GED
• Job Schedule Full time
• Job Shift 1st
• Locations 4250 Congress St., Charlotte, NC, 28209, US
• Working Hours 40
• Career Site Category Wealth and Asset Management