Portfolio Monitoring - Controls

Portfolio Monitoring – Controls (MIS / Reports)

The person will be joining the Portfolio Monitoring team in OakNorth Bank. Key responsibility will be creating MIS and reports which includes creating periodic and ad-hoc reports, maintaining database, preparing dashboard and monitoring via available tools.

Job Responsibilities

• Creating and maintaining MIS reports and dynamic dashboard (daily/weekly/monthly/ad-hoc reports) through Excel / Power-BI.
• Creation of PowerPoint slides and presentations for management.
• Responsible for preparing and managing analytical projects / reporting and ad-Hoc request from management.

Mandatory Skills

• Engineering, Science or Commerce Graduate.
• Very strong knowledge of MS office (Advance Excel, VBA, Word, Power Point, Outlook) skills as the role will involve handling a lot of Data – including pulling data from multiple files, tabs etc.
• Working Knowledge of Power-BI / Tableau reports.
• Good analytical skills, in terms of playing around with high volume of data and preparing analytical reports for management.
• Good communication skills both verbal and written.

Add on Skills

• Understanding of Basic financial concepts
• Working experience in banking domain will be preferable
• Pulling data from salesforce through automated routines
• Experience in SQL, Financial Reporting

About Us

We’re OakNorth Bank and we embolden entrepreneurs to realise their ambitions, understand their markets, and apply data intelligence to everyday decisions to scale successfully at pace.

Banking should be barrier-free. It’s a belief at our very core, inspired by our entrepreneurial spirit, driven by the unmet financial needs of millions, and delivered by our data-driven tools.

And for those who love helping businesses thrive? Our savings accounts help diversify the high street and create new jobs, all while earning savers some of the highest interest on the market.

But we go beyond finance, to empower our people, encourage professional growth and create an environment where everyone can thrive. We strive to create an inclusive and diverse workplace where people can be themselves and succeed.

Our story

OakNorth Bank was built on the foundations of frustrations with old-school banking. In 2005, when our founders tried to get capital for their data analytics company, the computer said ‘no’. Unfortunately, all major banks in the UK were using the same computer – and it was broken.

Why was it so difficult for a profitable business with impressive cashflow, retained clients, and clear commercial success to get a loan?

The industry was backward-looking and too focused on historic financials, rather than future potential.

So, what if there was a bank, founded by entrepreneurs, for entrepreneurs? One that offered a dramatically better borrowing experience for businesses?

No more what ifs, OakNorth Bank exists.

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