Capital Markets Solutions Engineer I

Truist; Raleigh (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability

401k plan

Vacation time

Sick days

Paid holidays

Job summary

Truist Financial Corporation is seeking an automation and analytics professional to design, maintain, and support business-driven automation and reporting solutions. You will work with VBA, Python, SQL, Power BI, and Power Apps to improve operational effectiveness and enable sustainable adoption of approved solutions.

You will collaborate with stakeholders to map processes, create requirements, and support Agile development, delivering dashboards and workflows while ensuring quality and risk

Qualifications

• Bachelor's degree in business, finance, engineering, information systems, computer science, analytics, or related field.
• 2–4 years of relevant banking, financial services, operations, business analysis, process automation, analytics, or related discipline.
• Proficient coding using VBA, Python, SQL, Power BI, Power Apps, or a comparable platform.
• Knowledge of at least one Capital Markets area (broker-dealer, swap-dealer, FX, or client onboarding).
• Ability to analyze business processes, document requirements, support UAT, interpret data, and recommend actions.
• Strong written and verbal communication, organization, collaboration, and problem-solving skills.
• Proficiency in Microsoft Office and adherence to Agile delivery, documentation, testing, change management, and risk practices.

Responsibilities

• Collaborate with business SMEs to assess processes and identify opportunities for automation.
• Design implementable technical automation solutions leveraging BPM technologies.
• Support code development during Agile Sprints and produce the SDD for maintenance.
• Develop requirement specifications and UAT strategies for identified solutions.
• Maintain and troubleshoot existing Access/Excel VBA tools, Python scripts, Power BI dashboards, and Power Apps workflows.
• Provide production support during business hours and coordinate resolution with partners.

Skills

VBA

Python

SQL

Power BI

Power Apps

Agile

Communication

Education

Bachelor's degree in business/finance/engineering/IS/CS/analytics

Tools

Microsoft Access

Excel VBA

Python scripts

Power BI dashboards

Power Apps workflows

Job description

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. EEO is the Law E-Verify IER Right to Work