Portfolio Management - Associate

Position Overview

Job Title Portfolio Management

Corporate Title Associate

Location Jacksonville, FL

Overview

We are seeking a detail-oriented and analytical Associate with banking experience to join our team. This role supports the accurate reporting, analysis, and control of financial and performance metrics used by senior management and business stakeholders. The Associate will assist in the development and maintenance of reporting frameworks, perform data validation, and variance analysis, and contribute to the integrity of financial and management information. The ideal Associate will have a foundational understanding of banking products and operations, strong analytical skills, and an interest in financial controls, reporting, and data governance within a regulated financial environment.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration

• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

• Educational resources, matching gift, and volunteer programs

What You’ll Do

• Support the preparation, validation, and analysis of performance metrics, management reports, and dashboards used for financial and business decision-making

• Assist in daily, weekly, and monthly reporting processes, including data reconciliation, variance analysis, and investigation of data anomalies

• Partner with cross-functional teams to:

  • Define and refine Key Performance Indicators/Key Risk Indicators

  • Understand data sources and business logic

  • Ensure alignment with reporting standards and business objectives

  • Develop and enhance automated reporting solutions using tools such as Excel, Tableau, and other Power BI platforms

• Ensure data accuracy, integrity, and compliance with regulatory requirements

• Provide actionable insights to senior management through clear and concise reporting. Support ad-hoc analysis, issue remediation, and special projects as needed

• Document assumptions, methodologies, and control procedures to support transparency and auditability

Skills You’ll Need

• Bachelor’s degree in Finance, Economics, Business Analytics, or related field

• Proficient experience in banking or financial services, with exposure to analytics or reporting

• Advanced proficiency in Excel (pivot tables, basic macros, formulas) and Tableau (dashboard creation, data visualization)

• Familiarity with Structured Query Language or data querying tools is a plus

• Strong analytical and problem-solving skills and attention to detail

• Excellent communication skills and ability to present complex data in a clear, actionable manner

Skills That Will Help You Excel

• Experience with other Business Intelligence (BI) tools (Power BI, Qlik)

• Awareness of regulatory reporting requirements in banking

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment

• Demonstrated interest in developing a career withing Finance or Product Control

Expectations

It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, FL office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in Jacksonville, FL is $63,500 to $97,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.


Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".