Capital Adequacy-Strategic Initiatives Associate

Truist Financial Corporation; Charlotte (NC); Hybrid; USD 65,000 - 100,000; Full time

Job summary

An established industry player is seeking a Capital Adequacy-Strategic Initiatives Associate to join their dynamic team. This role offers the opportunity to implement strategic initiatives and collaborate with key stakeholders across Finance and Risk Management. The ideal candidate will analyze and deliver high-impact projects, enhancing Capital Planning and Stress Testing processes. With a focus on business optimization and efficiency improvements, this position promises a rewarding experience in a fast-paced environment. Join a forward-thinking company dedicated to creating lasting change and driving success in their operations.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Paid Vacation

Paid Sick Days

Paid Holidays

Pension Plan

Qualifications

• 3-5 years of experience in analytical roles with strong presentation skills.
• Ability to interpret data and collaborate effectively across teams.

Responsibilities

• Implement strategic initiatives and conduct analysis for Capital Planning.
• Create presentations for Executive Leadership and the Board of Directors.

Skills

Analytical Skills

Presentation Skills

Communication Skills

Project Management

Problem-Solving

Financial Skills

Education

Bachelor’s Degree

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 110

Please review the following job description:

Develop and implement strategic initiatives across Capital Adequacy while collaborating with leadership and key stakeholders within Finance, Treasury, and Risk Management. Provide thought leadership through analysis and presentation development to inform and execute strategic goals.

As part of a small, fast-paced, and highly collaborative team, the Capital Adequacy-Strategic Initiatives Associate will analyze, execute, and deliver high-impact projects crucial to the future of Truist's Capital Adequacy and Stress Testing efforts. This role involves partnering across the organization on a high-profile project aimed at creating lasting change in Capital Planning and Stress Testing routines.

This position requires on-site presence in the office, 4 days a week, with 1 remote day. No telecommuting or relocation options are available.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following are the essential functions of this role. Other duties, both major and minor, may be performed as needed. Activities may change over time.

1. Implement strategic initiatives, conduct analysis, and offer problem-solving recommendations for key processes in Capital Planning and Stress Testing.
2. Create materials and presentations to clearly communicate Capital Planning and Stress Testing strategies for broader audiences, including Executive Leadership and the Board of Directors.
3. Mitigate emerging risks by executing broader business plans.
4. Drive project management tasks related to new and ongoing initiatives.
5. Respond to ad hoc strategic requests from Finance, Treasury, and Capital Adequacy leadership.
6. Focus on business optimization, efficiency improvements, and managing the centralization of strategic processes.
7. Coordinate with risk partners across the First, Second, and Third lines of defense.

QUALIFICATIONS

Required Qualifications:

1. Bachelor’s degree in a relevant field or equivalent education and experience.
2. 3-5 years of work experience requiring analytical and presentation skills.
3. Proficiency in Microsoft Office, especially PowerPoint and Excel.
4. Excellent verbal and written communication skills.
5. Ability to think independently, interpret data, collaborate effectively, and prioritize tasks.
6. Strong financial and analytical skills, with the ability to communicate complex concepts clearly.

Preferred Qualifications:

1. 3-5 years of experience in consulting, project management, process improvement, or financial services.
2. Experience developing and executing strategic initiatives across organizations.
3. Prior experience in Finance, Consulting, Audit, or Risk Management.

Benefits

Eligible employees working 20+ hours per week are entitled to benefits, which may vary by division. Benefits include medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401(k). Employees receive at least 10 days of vacation and 10 sick days during their first year, plus paid holidays. Additional benefits may include a pension plan, stock units, and deferred compensation, depending on the role and division. More details will be provided during the hiring process.