Wealth Analytics & Strategy Analyst III

Truist; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

Vacation & sick leave

Pension plan & RSUs

Job summary

Truist is seeking an analytical professional in Charlotte, NC to support divisional projects with reporting, analytics, insights and PM activities. You will develop leadership reports, act as a subject-matter expert for divisional products and policies, and contribute to strategic planning with insights.

The role requires strong MS Office skills, excellent communication, and the ability to work independently in a fast-paced financial services environment.

Qualifications

• Bachelors degree or equivalent education in a related field.
• 6+ years of analytical experience in financial services or related area.
• Demonstrated project management and coordination skills.
• Strong quantitative analysis skills.
• Excellent verbal and written communication; ability to lead meetings.

Responsibilities

• Develop and maintain leadership reports and analyses on business performance and initiatives.
• Serve as subject-matter expert for divisional products, services, systems and policies.
• Assist in strategic planning and project management with meaningful insights.
• Conduct industry research and competitive analysis as needed.
• Support training staff and prepare presentations and marketing materials.

Education

Bachelors degree in accounting, business or marketing, or equivalent education and related training

Tools

Microsoft Office

SAS

Job description

Truist is seeking an analytical professional in Charlotte, NC to support divisional projects with reporting, analytics, insights and PM activities. You will develop leadership reports, act as a subject-matter expert for divisional products and policies, and contribute to strategic planning with insights.

The role requires strong MS Office skills, excellent communication, and the ability to work independently in a fast-paced financial services environment.