Capital Markets Solutions Engineer I

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

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description

Design, maintain, document, test, and support business-managed automation, reporting, and workflow solutions that improve operational effectiveness and support IBCM objectives. Work at a developing technical level with guidance to analyze data, solve defined problems, support production processes, and enable sustainable adoption of approved solutions.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Collaborate with business subject matter experts to assess business processes and identify opportunities for process automation that increase efficiencies and reduce operational risk.
• Design implementable technical solutions that leverage process automation technologies.
• Support code development during Agile Sprints by writing the complete SDD (Solution Design Document) to allow for third-party maintenance and support.
• Develop requirement specifications and user acceptance testing strategies for identified solutions.
• Maintain, troubleshoot, test, document, and make defined changes to existing Microsoft Access and Excel VBA tools, Python scripts, Power BI dashboards, Power Apps workflows, and other approved solutions, escalating complex issues as appropriate.
• Provide normal business-hours production support; analyze incidents, exceptions, volumes, effort, and solution compatibility; coordinate timely resolution with business, vendor, and technology partners.
• Support process mapping, change management, training, implementation, and adoption activities; track assigned deliverables and communicate status, risks, and roadblocks.
• Develop and report operational metrics, key performance indicators, and management insights to identify process variation and improvement opportunities.
• Build productive relationships with supported teams and control partners; communicate technical and business concepts clearly to audiences with varied experience.
• Propose solutions for review and approval and apply established documentation, source control, testing, information security, change management, and operational risk standards.

Qualifications

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree in business, finance, engineering, information systems, computer science, analytics, or a related field, or an equivalent combination of education, training, and relevant experience.
• Two to four years of relevant experience in banking, financial services, operations, business analysis, process automation, application support, analytics, or a related discipline.
• Practiced coding proficiency, demonstrated by the ability to maintain, troubleshoot, test, document, and make defined changes to existing solutions with guidance, using at least one relevant technology such as VBA, Python, SQL, Power BI, Power Apps, or a comparable approved platform.
• Working knowledge of at least one supported Capital Markets area, such as broker-dealer operations, swap-dealer operations, foreign exchange operations, or client onboarding.
• Ability to analyze business processes, document requirements, support user acceptance testing, interpret data, identify issues, and recommend practical actions.
• Effective written and verbal communication, organization, collaboration, and problem-solving skills; ability to manage competing priorities in a controlled environment.
• Demonstrated proficiency in Microsoft Office products and ability to follow Agile delivery, documentation, testing, change management, information security, and operational risk practices.

Preferred Qualifications

• Advanced degree in Finance, Mathematics, Analytics, Data Science, Computer Science, Engineering, or a related quantitative field.
• Experience supporting banking or Capital Markets operations and one or more business-managed automation, analytics, dashboarding, or workflow technologies.
• Familiarity with process improvement, business process management, Lean methods, project delivery, or relevant financial-services certifications.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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