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Project and Strategy Analyst Capital Markets Technology
Project and Strategy Analyst Capital Markets TechnologyTruist • Charlotte, NC, US
Project and Strategy Analyst Capital Markets Technology

Project and Strategy Analyst Capital Markets Technology

Truist • Charlotte, NC, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Business Management Analyst

We are seeking a highly analytical and detail-oriented individual to join our Business Management team supporting Capital Markets Technology within the Corporate & Investment Banking (CIB) division. This individual contributor role plays a critical part in enabling strategic decision-making by analyzing data, preparing executive-level presentations, and supporting financial and operational reporting. The ideal candidate will possess a strong understanding of CIB applications, basic network infrastructure, and technology environments, coupled with excellent project coordination and communication skills. This position offers a unique opportunity to work at the intersection of technology and business within a dynamic, high-performing team.

Essential Duties and Responsibilities :

  • Support the Business Management function for Capital Markets Technology within the Enterprise Payments & Wholesale Technology organization.
  • Analyze and interpret large sets of financial, operational, and technology data to provide meaningful insights and reporting.
  • Prepare clear, concise, and visually effective PowerPoint presentations for senior management, supporting technology strategy, status updates, and business cases.
  • Assist in the tracking and reporting of budgets, headcount, and resource allocations across Capital Markets Technology teams.
  • Contribute to project governance routines by helping monitor timelines, financials, and deliverables across technology initiatives.
  • Collaborate with technology and infrastructure teams to understand CIB application landscapes and basic network dependencies.
  • Participate in issue tracking, escalation processes, and technology performance reporting.
  • Support process improvement efforts through analysis and documentation, with familiarity in Six Sigma or similar methodologies considered a plus.
  • Use tools such as Excel, PowerPoint, and data visualization platforms (e.g., Tableau, Power BI) to create management reports and dashboards.
  • Maintain accurate documentation of meetings, decisions, and action items, ensuring timely follow-ups and completion.
  • Communicate effectively with various stakeholders, including technologists, project managers, and senior leaders.
  • Demonstrate strong analytical thinking, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.
  • Work cross-functionally to solve problems and implement changes and ensure appropriate and professional communication among project stakeholders.
  • Proactively develop innovative approaches, risk mitigation strategies, quality control and continuous improvement.

Required Qualifications :

  • Bachelor's degree and two years of experience or an equivalent combination of education and work experience
  • Knowledge in information systems and ability to apply that knowledge in practice
  • Ability to manage competing priorities
  • Ability to solve problems in straightforward situations by analyzing possible solutions using experience, judgment, and precedents
  • Experience participating in Capital Markets initiatives with a focus on IT Delivery
  • Ability to communicate complex information in straightforward situations
  • Demonstrable experience working in an Agile delivery methodology
  • Capital Markets domain expertise specific knowledge of one to two product domains and value chain such as Equities, Fixed Income, Foreign Exchange, Derivatives, Collateral management, Sales / Trading / Research, Settlements, Financial Management / Product Accounting, Risk, Credit
  • Preferred Qualifications :

  • Five years of financial services-related experience, specifically in capital markets
  • Bachelor's degree and 3 years of experience
  • Banking or financial services experience
  • SaFE Agile certification or commensurate designation
  • CFA designation or other business domain specific certification
  • Knowledge of one or more of the following : Data Analysis / Mining (R, Python), Business Intelligence (Qlikview, Tableau, MSPowerBI), Distributed (e.g. J2EE, .Net, Middleware, MuleSoft / TIBCO, WebServices, javascript), Database platforms such as SQL Server, Oracle, SnowFlake, PostgreSQL, Hadoop)
  • Experience with automated development and operations (DevSecOps) leveraging an automated Software Development Lifecycle (Dev, Build, Test, Release) leveraging public cloud provider (AWS, Azure, Google, Oracle)
  • Knowledge of and experience with the Capital Markets Regulatory Environment (SEC, FINRA, CFTC, NFA, FED)
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