Capital Markets Automation Engineer

Truist; Charlotte (NC); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

Life Insurance

Disability coverage

Tax-advantaged savings accounts

401(k) plan

Paid vacation and holidays

Sick days

Job summary

Truist is seeking a Process Automation Analyst to design, maintain, document, test, and support automation, reporting, and workflow solutions that improve operational effectiveness. You will analyze processes with SMEs and develop technical solutions while supporting production environments.

The role requires collaboration, strong communication, and experience with VBA, Python, SQL, Power BI, or Power Apps, plus Agile practices and Office tools.

Qualifications

• Bachelor’s degree or equivalent in a related field.
• 2–4 years of banking/financial services experience.
• Proficiency in VBA, Python, SQL, Power BI, Power Apps or similar.
• Knowledge of Capital Markets operations or onboarding.
• Ability to document requirements and support testing.
• Strong written and verbal communication and collaboration.

Responsibilities

• Collaborate with SMEs to assess processes and identify automation opportunities.
• Design implementable automation solutions leveraging automation tech.
• Support code development during Agile Sprints with documentation.
• Develop requirement specs and UAT testing strategies.
• Maintain and troubleshoot VBA, Python, Power BI, Power Apps tools.
• Provide production support during normal business hours and coordinate resolutions.
• Support change management, training, and deployment activities.
• Develop and report operational metrics and KPIs.
• Build relationships and communicate technical concepts clearly.
• Propose and document solutions in line with standards.

Skills

Analytical thinking

Communication skills

Agile delivery

Problem solving

Collaboration

Education

Bachelor's degree in business, finance, engineering, information systems, computer science, analytics, or related field

Advanced degree in Finance, Mathematics, Analytics, Data Science, CS, Engineering

Tools

VBA

Python

SQL

Power BI

Power Apps

Job description

Truist is seeking a Process Automation Analyst to design, maintain, document, test, and support automation, reporting, and workflow solutions that improve operational effectiveness. You will analyze processes with SMEs and develop technical solutions while supporting production environments.

The role requires collaboration, strong communication, and experience with VBA, Python, SQL, Power BI, or Power Apps, plus Agile practices and Office tools.