Capital Markets Solutions Engineer I - Access SME

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

AD&D

Tax-advantaged savings accounts

401k plan

Vacation days

Sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation

Job summary

Truist Financial Corporation is seeking a data-driven Automation Analyst to design, maintain, test, and support business automation and reporting solutions in a banking operations context.

The role collaborates with SMEs to improve processes, develops SDDs for maintenance, and creates specs for UAT. It requires VBA, Python, SQL, Power BI, or Power Apps proficiency and strong communication skills.

Qualifications

• Bachelor's degree or equivalent in a related field.
• 2–4 years of relevant experience in banking, financial services, operations, or analytics.
• Proficient coding with VBA, Python, SQL, Power BI, or Power Apps.
• Knowledge of Capital Markets operations such as broker-dealer or FX.
• Ability to analyze processes and document requirements.
• Strong written and verbal communication and teamwork.
• Familiarity with Agile delivery, documentation, testing, and risk practices.

Responsibilities

• Collaborate with business SMEs to automate processes and reduce operational risk.
• Design and implement automation solutions leveraging available technologies.
• Support code development with SDD for maintenance and third-party support.
• Develop requirement specs and UAT strategies for identified solutions.
• Maintain, troubleshoot, and document VBA, Python, Power BI, and Power Apps tools.
• Provide production support during normal business hours and coordinate issue resolution.
• Report operational metrics and insights to identify improvements.
• Communicate status, risks, and blockers to stakeholders and partners.
• Apply documentation, source control, testing, and change management standards.

Skills

Analytical thinking

Communication

Problem-solving

Attention to detail

Collaboration

Education

Bachelor's degree or equivalent

Related field or equivalent experience

Tools

VBA

Python

SQL

Power BI

Power Apps

Microsoft Office

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:

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan (depending on position and division)
• restricted stock units (depending on position and division)
• deferred compensation plan (depending on position and division)

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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