CCB Analyst II

Aplaro Ltd; Washington (District of Columbia); On-site; USD 74,800 - 101,200; Full time

Job summary

Truist is seeking a research and analysis-oriented analyst to support leaders and teams through industry, market, and company research, plus development of materials and management of sales pipelines. The role emphasizes strong analytical, written and verbal communication, and leadership capabilities.

Responsibilities include creating market content, coordinating with leadership, and leveraging CRM to track outreach, with a salary positioned at $88,000 per year.

Qualifications

• Bachelor’s degree required.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication.
• Competitive drive and high work ethic; self-starter and team-oriented.
• Leadership and interpersonal skills.
• Adaptability with strong organizational and time management.
• Some understanding of business.
• Advanced proficiency in Excel and PowerPoint.

Responsibilities

• Conduct industry, market and company research to source prospect names and refine prospect lists with leadership.
• Develop project materials with industry, market and company economics information.
• Generate customized sales or project content for internal and external use.
• Track outreach to clients and prospects and reinforce CRM usage with the team.
• Build understanding of market, credit, products, and relationship management.

Skills

Analytical skills

Attention to detail

Written communication

Verbal communication

Leadership

Interpersonal skills

Time management

Adaptability

Understanding of business

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Provide support to and strengthen the effectiveness of leaders and teams to which analyst is primarily aligned. Responsible for providing research and analysis, development of related materials, and management of sales pipeline or other projects.

Essential Duties and Responsibilities

• Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.
• Develop project materials including industry, market and company specific and general economic information.
• Generate customized specific sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.
• Build upon foundational understanding of the market, credit, and products as well as relationship management skills.

Qualifications Required

• Bachelor’s degree
• Strong analytical skills and attention to detail
• Strong written and verbal communication skills
• Competitive drive and high work ethic, self-starter, team-oriented
• Solid leadership and interpersonal skills
• High level of adaptability and flexibility with strong organizational and time management skills
• Some understanding of business
• Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications

• Minimum GPA: 3.0
• Demonstrated work experience in finance or related field

The annual base salary for this position is $88,000 per year.

Benefits

• 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.
• 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