Project and Strategy Analyst - Capital Markets Technology

Truist Financial Corporation • Charlotte, NC

41d

About The Position

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.

Requirements

• 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

Nice To Haves

• 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)

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.

Benefits

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 5,001-10,000 employees