Portfolio Analyst - Digital Assets

Portfolio Analyst - Digital Assets

Location : CityScape

As a Portfolio Analyst you'll be responsible for researching, collecting, and analyzing data for the strategic decision-making process. You'll play a critical role in supporting Relationship Managers within the Digital Asset Banking division. This position focuses on client onboarding, account management, and portfolio maintenance to ensure superior customer service and operational excellence. The analyst will collaborate closely with Portfolio Managers, Relationship Managers, and internal partners across Risk, Compliance, and Operations.

• Assist Relationship Managers with client onboarding, ensuring all documentation and compliance requirements (BSA / AML, OFAC) are met.
• Maintain and update client account information, ensuring accuracy and timeliness in all systems.
• Monitor portfolio activity and generate reports on account performance, balances, and operational metrics.
• Support Portfolio Managers in preparing client reviews, presentations, and internal reporting packages.
• Coordinate with internal teams (Risk, Compliance, Treasury, Operations) to resolve account-related issues promptly.
• Analyze client transaction patterns and escalate anomalies or potential risks to appropriate stakeholders.
• Assist in the development and maintenance of dashboards and trackers for portfolio health and client engagement.
• Participate in process improvement initiatives to streamline onboarding and account maintenance workflows.

What you'll need :

Benefits you'll love : We offer all the important things you'd want like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company : Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and / or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Western Alliance Bancorporation