Talent.com
Project and Strategy Analyst Capital Markets Technology

Project and Strategy Analyst Capital Markets Technology

TruistCharlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Business Management Analyst

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 :

  • 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 :

  • Bachelor's degree and two years of experience or an equivalent combination of education and work experience
  • Knowledge in information systems and ability to apply that knowledge in practice
  • Ability to manage competing priorities
  • Ability to solve problems in straightforward situations by analyzing possible solutions using experience, judgment, and precedents
  • Experience participating in Capital Markets initiatives with a focus on IT Delivery
  • Ability to communicate complex information in straightforward situations
  • Demonstrable experience working in an Agile delivery methodology
  • Capital Markets domain expertise specific knowledge of one to two product domains and value chain such as Equities, Fixed Income, Foreign Exchange, Derivatives, Collateral management, Sales / Trading / Research, Settlements, Financial Management / Product Accounting, Risk, Credit
  • Preferred Qualifications :

  • Five years of financial services-related experience, specifically in capital markets
  • Bachelor's degree and 3 years of experience
  • Banking or financial services experience
  • SaFE Agile certification or commensurate designation
  • CFA designation or other business domain specific certification
  • Knowledge of one or more of the following : Data Analysis / Mining (R, Python), Business Intelligence (Qlikview, Tableau, MSPowerBI), Distributed (e.g. J2EE, .Net, Middleware, MuleSoft / TIBCO, WebServices, javascript), Database platforms such as SQL Server, Oracle, SnowFlake, PostgreSQL, Hadoop)
  • Experience with automated development and operations (DevSecOps) leveraging an automated Software Development Lifecycle (Dev, Build, Test, Release) leveraging public cloud provider (AWS, Azure, Google, Oracle)
  • Knowledge of and experience with the Capital Markets Regulatory Environment (SEC, FINRA, CFTC, NFA, FED)
  • Create a job alert for this search

    Analyst Capital • Charlotte, NC, US

    Related jobs
    • Promoted
    Project Manager

    Project Manager

    Adams RobinsonMooresville, NC, US
    Full-time
    Adams Robinson is a General & Mechanical contractor specializing in Water and Wastewater Treatment Plant construction.Founded in 1983, the company operates in thirteen states with over 180 empl...Show moreLast updated: 30+ days ago
    • Promoted
    Project and Strategy Analyst Capital Markets Technology

    Project and Strategy Analyst Capital Markets Technology

    North Carolina StaffingCharlotte, NC, US
    Full-time
    Business Management Team Member.We are seeking a highly analytical and detail-oriented individual to join our Business Management team supporting Capital Markets Technology within the Corporate & I...Show moreLast updated: 1 day ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationGastonia, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Analytical Research And Development Scientist

    Analytical Research And Development Scientist

    AjuliaRock Hill, SC, US
    Permanent
    Are you looking to make a career change to a rapidly growing, stable, innovating company? This exciting opportunity as an Analytical Research And Development Scientist offers a competitive salary p...Show moreLast updated: 2 days ago
    • Promoted
    Local Contract Multimodal Technologist

    Local Contract Multimodal Technologist

    LanceSoftMonroe, NC, US
    Permanent
    LanceSoft is seeking a local contract Multimodal Technologist for a local contract job in Monroe, North Carolina.Job Description & Requirements. We’re proud to be recognized by Staffing In...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationKannapolis, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 11 days ago
    • Promoted
    Brake and Alignment Specialist

    Brake and Alignment Specialist

    Health Systems ManagementStatesville, NC, US
    Full-time
    Certified Clinical Hemodialysis Technician).Certified Hemodialysis Technologist / Technician) .Patient Care Technician (PCT) . Patient Care Technicians (PCTs) at Health Systems Management support and ...Show moreLast updated: 4 days ago
    • Promoted
    Lead Business Strategy & Planning Analyst

    Lead Business Strategy & Planning Analyst

    USAACharlotte, NC, US
    Full-time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...Show moreLast updated: 1 day ago
    • Promoted
    Remote M&A Integration Manager - AI Trainer ($50-$60 / hour)

    Remote M&A Integration Manager - AI Trainer ($50-$60 / hour)

    Data AnnotationKannapolis, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 11 days ago
    • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data AnnotationRock Hill, South Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Sr. Commercial Designer / Project Manager

    Sr. Commercial Designer / Project Manager

    Eagle Engineering, Inc.Indian Trail, NC, US
    Full-time
    EEI) specializes in Civil Engineering, Geotechnical Engineering, Environmental Engineering, Land Surveying, and Materials Testing. Established in 1991, with headquarters in Indian Trail, North Carol...Show moreLast updated: 30+ days ago
    • Promoted
    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Data AnnotationConcord, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Supply Chain Analyst

    Supply Chain Analyst

    Aditi ConsultingMooresville, NC, US
    Full-time
    Summary : This is a key position managing local supply chain operations for one of key strategic Home Appliance customers focusing on improving synergies in core areas including : Order Management, I...Show moreLast updated: 18 days ago
    • Promoted
    Project Engineer

    Project Engineer

    Adams RobinsonMooresville, NC, US
    Full-time
    The ideal candidate will be responsible for assisting the Project Manager, Superintendent, and Project Team with project documentation and control, job cost accounting, scheduling, and construction...Show moreLast updated: 30+ days ago
    • Promoted
    Project and Strategy Analyst Capital Markets Technology

    Project and Strategy Analyst Capital Markets Technology

    Charlotte StaffingCharlotte, NC, US
    Full-time +1
    Business Management Team Member.We are seeking a highly analytical and detail-oriented individual to join our Business Management team supporting Capital Markets Technology within the Corporate & I...Show moreLast updated: 15 days ago
    • Promoted
    Remote Senior FP&A Analyst - AI Trainer ($50-$60 / hour)

    Remote Senior FP&A Analyst - AI Trainer ($50-$60 / hour)

    Data AnnotationGastonia, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 11 days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationConcord, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data AnnotationGastonia, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 11 days ago