Project and Strategy Analyst Capital Markets Technology

Truist Financial; Charlotte (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a detail-oriented individual to join their Business Management team. This role focuses on supporting Capital Markets Technology through data analysis, executive presentations, and operational reporting. The ideal candidate will excel in project management and possess strong communication skills, contributing to strategic decision-making within a dynamic environment. This is a unique opportunity to blend technology and business, working alongside a high-performing team to drive impactful results. If you're passionate about leveraging data to enhance business outcomes, this position is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Sick Days

Paid Holidays

Disability Insurance

Qualifications

• Bachelor's degree in business or technology-related field required.
• Six years of project management experience in a professional environment.
• Knowledge in software development lifecycle in an enterprise environment.

Responsibilities

• Analyze financial, operational, and technology data for insights.
• Prepare executive-level presentations for senior management.
• Support process improvement efforts through analysis and documentation.

Skills

Analytical Skills

Project Management

Communication Skills

Interpersonal Skills

Attention to Detail

Education

Bachelor's Degree in Business or Technology

Tools

Excel

PowerPoint

Tableau

Power BI

Job description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

We are seeking a highly analytical and detail-oriented individual to join our Business Management team supporting Capital Markets Technology within the Corporate & Investment Banking (CIB) division. This individual contributor role plays a critical part in enabling strategic decision-making by analyzing data, preparing executive-level presentations, and supporting financial and operational reporting. The ideal candidate will possess a strong understanding of CIB applications, basic network infrastructure, and technology environments, coupled with excellent project coordination and communication skills. This position offers a unique opportunity to work at the intersection of technology and business within a dynamic, high-performing team.

Essential Duties and Responsibilities: 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.

• Support the Business Management function for Capital Markets Technology within the Enterprise Payments & Wholesale Technology organization.

• Analyze and interpret large sets of financial, operational, and technology data to provide meaningful insights and reporting.

• Prepare clear, concise, and visually effective PowerPoint presentations for senior management, supporting technology strategy, status updates, and business cases.

• Assist in the tracking and reporting of budgets, headcount, and resource allocations across Capital Markets Technology teams.

• Contribute to project governance routines by helping monitor timelines, financials, and deliverables across technology initiatives.

• Collaborate with technology and infrastructure teams to understand CIB application landscapes and basic network dependencies.

• Participate in issue tracking, escalation processes, and technology performance reporting.

• Support process improvement efforts through analysis and documentation, with familiarity in Six Sigma or similar methodologies considered a plus.

• Use tools such as Excel, PowerPoint, and data visualization platforms (e.g., Tableau, Power BI) to create management reports and dashboards.

• Maintain accurate documentation of meetings, decisions, and action items, ensuring timely follow-ups and completion.

• Communicate effectively with various stakeholders, including technologists, project managers, and senior leaders.

• Demonstrate strong analytical thinking, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

• Work cross-functionally to solve problems and implement changes and ensure appropriate and professional communication among project stakeholders.

• Proactively develop innovative approaches, risk mitigation strategies, quality control and continuous improvement.

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 or technology-related field, or equivalent education and related training

• Six years of project management experience with increasing complexity of projects and level of responsibilities within a professional environment, including eight years of applicable business experience

• Knowledge in software development lifecycle in an enterprise environment

• Goal-oriented and action-focused

• Strong interpersonal, communication, negotiation and facilitation skills

• Objective, transparent, fact-based and value-focused communication style

• Ability to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands

• Proven ability to direct the efforts of others

Preferred Qualifications:

• Project Management Professional (PMP) certification

• Five years of financial services-related experience, specifically in capital markets

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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