Treasury Quantitative Analyst Ii Iii jobs at Truist in United States, Charlotte

Regular or Temporary:

English (Required)

1st shift (United States of America)Oversee multiple high-priority projects and/or business unit programs, which requires considerable resources with high levels of integration. Ensure projects are documented, prioritized and executed to address program/project requirements. Focus on meeting customer needs and satisfaction by managing program commitments and resolving ambiguity and issues, including communications with sponsors, stakeholders, and management, including senior leaders and executives. Provide vision and strategy to meet business needs and defined objectives. Interface with all areas affected by the project including end users, business stakeholder, support functions and vendors. Ensure adherence to quality standards and established policies and processes.

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.

1. Provide leadership in managing multiple and/or large scale high-risk projects by facilitating project charter, vision/objectives, financials, scope, metrics, quality, schedule, resourcing, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/organizational change management, value realization necessary to deliver specified requirements, objectives and value.

2. Ensure smooth project progression by effectively defining/managing the project plan, phase gate reviews, change requests and stakeholder status reporting. Ensure documentation at all phases.

4. Manage projects throughout the project lifecycle. Evaluate progress and quality, manage issue resolution process and take corrective action, as necessary.

5. Ensure adherence to Risk and other Corporate policies and requirements.

6. Develop quality business relationships so that client needs can be anticipated and addressed.

7. Proactively develop innovative approaches, risk mitigation strategies and quality control and assist in continuous improvement.

8. Mentor, coach and set direction for team members and project managers/analysts. Provide feedback to group managers regarding the work performance of members.

9. Program ProfileSpan of Impact: Corporation; multiple lines of business; Budget impact: $10,000,000 to $100,000,000; Timeline: corporate programs and strategic projects are complex and can range from one year to five years in duration; Program complexity: medium to large.

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.

1. Bachelor’s degree in Business Administration or technology-related field, or equivalent education and related training

2. Ten years of experience in increasing complex project management, including 8 years of applicable business experience inclusive of project management experience

3. Knowledge in software development lifecycle in an enterprise environment

5. Goal-oriented, action-focused, executive level interpersonal and communication skills

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

7. Proven leadership skills

8. Outstanding record of project management success

Preferred Qualifications:

1. Project Management Professional (PMP) certification

2. Three years of financial services-related project experience

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

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.

• Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures.
• Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
• Financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting.
• Compiles, reviews, and submits timely and accurate monthly reporting related to the Bank's financial performance or strategy. These may include: pro-forma projections for transaction, products, market segmentation strategies or acquisitions; income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results.
• Ensures that source data is reliable, complete and documentation is maintained to support data integrity initiatives.
• Interpret and summarize results and trends for Senior Leadership.
• Applies knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgement and precedents.
• Drafts materials to senior leadership summarizing issues and communicating solutions.
• Reviews monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, forecast updates, and Plan development.
• Updates and automates retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
• Develops and performs testing of economic models as necessary.
• Maintains necessary documentation of source data, ensuring adequate support of data integrity.
• Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
• Maintains working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
• Broadens understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts.
• Provides line of business (LOB) leadership with the monthly performance review package by preparing and providing explanation of changes and identification of trends for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership.
• Monitors financial performance for specified LOBs.
• Assists in detecting changes in business trends and opportunities for improvement.
• Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work.
• Builds relationships with cross-functional departments to broaden knowledge and solve more complex situations.
• Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).
• Assist in risk management governance and business continuity planning processes as necessary.

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 Accounting or Finance, or equivalent education and related training.
• Four years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Sound and logical decision-making abilities.
• Ability to work well with others in a dynamic, team-oriented environment.
• Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Preferred Qualifications:

• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
• Master's degree of MBA
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.
  

Regular or Temporary:

English (Required)

1st shift (United States of America)JOB SUMMARY

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.

1. Develop models and analytics in support of CCAR, internal stress testing, capital planning, NII forecasting, ALM, EVE, and those associated models and qualitative methodologies.

2. Contribute to a positive and highly engaged team by championing a positive working environment through relationship development with peers, direct reports, and leadership - proactively seek guidance, clarification, and feedback.

3. Support junior quantitative analysts on project work mentoring and training to accelerate the development of technical modeling processes and business knowledge.

4. Identify and advocate for areas of enhancement within and beyond area of immediate expertise.

5. Act as an effective advocate to ensure user understanding and acceptance of proposed models, including written and verbal.

6. For deployed models, develop, maintain and supervise monitoring, performance reporting, and change management, processes and procedures, including, back testing. Work with model users and stakeholders to ensure models are fulfilling the business and risk management objectives set for them.

7. Facilitate user and management understanding and acceptance of proposed models by preparing high quality documentation, including presentations, explaining the model and its validity for its intended use. Provide support during verbal presentations to stakeholders and oversight groups.

8. Address model validation recommendations and remediate issues.

9. Meet with, and present to, regulators, as requested. Provide credible, well documented evidence supporting validity of models for intended use. Support regulatory, internal audit, and external audit examinations and requests.

10. Negotiate positive outcomes through interactions with senior management, business partners and assurance functions as well as performing other analytical activities, as requested by managers.

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.

1. 2+ years' experience in financial services industry with focus on model development and quantitative analytics

2. Master's degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training

3. Undergraduate degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training

4. Demonstrated experience performing advanced quantitative analysis and developing econometric models

5. Demonstrated leadership skills and ability to effectively advocate for internal procedures, policies, and standards

6. Practice analyzing and manipulating large and complex data to identify data integrity issues and researching industry practices related to model methodologies.

7. Contribute to a positive and highly engaged team

Preferred Qualifications:

1. 5+ years' experience in financial services industry with focus on model development and quantitative analytics

2. PhD in a quantitative discipline preferred

3. Strong verbal, written, interpersonal, and consultative communication skills with well-developed presentation skills

4. Proficiency utilizing Microsoft Office tools to prepare and present analysis

5. Expertise with SAS and SQL (or significant demonstrated experience with alternative quantitative programming languages - R, Matlab, etc.)

6. Excellent analytical, quantitative, and research skills

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

• Deliver highly complex solutions with significant system linkages, dependencies, associated risk.
• Lead and perform development efforts such as analysis, design, coding/creating, and testing.
• Oversee and participate in testing, implementation, maintenance, and escalated support of Truist's most complex solutions.
• Development includes but is not limited to customized coding, software integration, analysis, configuring solutions, or the use of tools pertinent to the area, project, or system to configure or generate a solution.
• Ensure adherence to company and industry standards. Provides technical consultation on extremely challenging or unusual situations.
• Write and run unit tests.
• Devise or modify procedures to solve complex problems considering computer equipment capacity and limitations, operating time, and form of desired results.
• Interpret internal/external business challenges and recommends best practices.
• Use sophisticated analytical thought to exercise judgment and identify innovative solutions.
• Mentor less experienced teammates to build technical expertise.
• Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and consulting with, the business from the beginning of the design work.
• Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories.
• Responsible for development and developing unit testing, and supporting integration and functional testing.
• Responsible for providing warranty support and providing knowledge transfer to production support.
• Develop code in accordance with the acceptance criteria established by the Product Owner.

Requirements

• Must have Bachelor's degree in Computer Science, Computer Engineering, Electrical/Electronics Engineering or related technical field
• Must have 6 years of progressive experience in software engineering or IT consulting positions performing the following:
o Data engineering, with a focus on ETL processes and integration.
o Working with Informatica PowerCenter for ETL development and data pipeline orchestration OR AWS Glue for building, automating and managing ETL pipelines in a cloud environment.
o Designing and developing data pipelines and data workflows for large-scale data systems.
o Developing data transformations, data loading mechanisms, and managing data integration at scale.
o Data warehousing, dimensional modeling and designing ETL architectures for large-scale data systems.
o Supporting Production apps to fix mission critical production issues, enhance the applications to implement additional features.
o Applying broad functional knowledge in requirement gathering, analysis, design, development, testing, implementation, and deployment of applications.
o Planning and managing projects and solving complex problems by applying best practice
o Providing direction and mentoring less experienced teammates.
o Proficiency in programming/scripting languages, including Python, Scala and SQL for ETL scripting and automation.
o Relational databases, including MySQL or Microsoft SQL Server
o Applying knowledge of data storage techniques.
o Working with GIT or other version control systems
o CI/CD pipeline tools for automated deployment of ETL processes.

• Position may be eligible to work in a hybrid remote model and is based out of and reports to Truist offices in Charlotte, NC. Applicants must be able to work onsite at Truist offices in Charlotte, NC at least 4 days per week.

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

• Act as an individual contributor supporting analytics projects and executing against the objectives of assigned business group. Using an interdisciplinary approach of leveraging concepts from business, applied statistics and math, operations research, information technology, process design and behavioral sciences, will work both independently and with internal teammates to produce analytic insights that help the Line of Business (LOB) make informed, data-driven decisions with an objective of driving quantifiable, optimized business results in support of company goals.
• Focus on high impact, visible analyses and initiatives across multiple business models, covering banking channels, segments, and products.
• Partner on target initiatives as assigned; work independently and with internal teammates to drive decision science projects leveraging quantitative analysis techniques, including machine learning, in pursuit of business optimization and impact.
• Pursue business outcomes valued through increased revenue and/or efficiency leveraging data-driven insights powered by analytics in support of enhanced decision-making. Focus on continuous improvement in decision science delivery and outcomes in pursuit of business optimization.
• Explore and apply tools to solve business challenges and deliver solutions that are timely, accurate, and repeatable.
• Exercise sound judgment, risk management, and foster a client centric culture throughout design, development, and deployment practices.
• Foster communication and partnership across multiple levels of the organization including engagement with LOB contributors and junior-level managers.

Requirements

• Must have a Bachelor’s degree in Data Science, Analytics, Computer Science, Information Systems, or related analytic field plus 7 years of progressive experience in data analyst or research positions performing/utilizing the following:
o Performing quantitative analysis and data analytics
o Statistical methods, including a broad understanding of classical statistics, probability theory, time-series, and primary statistical tests
o Data cleansing and preparation methodologies, including regex, filtering, indexing, interpolation, and outlier treatment.
o Data Analysis techniques, EDA, Data Visualization to effectively communicate to stakeholders, clarify requirements and make effective suggestions.
o Data Engineering to effectively extract, transform, load the data and for further model deployment, including model maintenance and operation.
o Natural Language Processing techniques
o Utilizing experience with: SQL, Teradata, Hadoop, SAS, Python, R, SAS E-Miner, Tableau, Oracle, Azure, Excel, PowerPoint, and Word.

• In the alternative, employer will accept a Master’s degree in Data Science, Analytics, Computer Science, Information Systems, or related analytic field plus 5 years of experience in data analyst or research positions performing/utilizing the aforementioned.

• Must have at least 2 years of decision science/analytics project management experience with a diverse project focus and demonstrated results, including:

• Performing cross-functionally and collaboratively, focused on supporting business partners with enhanced insights

• Engaging and supporting internal business partners, product sets, and projects, connecting insights with execution and business impact

• Providing leadership on target initiatives
• Managing multiple projects with tight deadlines in a collaborative environment to drive maximum impact

• Position may be eligible to work hybrid/remotely but is based out of and reports to Truist offices in Charlotte, NC. Must be available to travel to Charlotte, NC regularly for meetings and reviews with manager and project teams within 24-hours’ notice.

Regular or Temporary:

English (Required)

1st shift (United States of America)The Senior Technology Change Analyst serves as a strategic portfolio leader, partnering with Delivery Verticals, Production Support, and Enterprise Technology Stakeholders to define and execute standardized change and release governance frameworks for Enterprise Payments and Wholesale Technology. This role drives the readiness, oversight, and execution of complex technology changes, ensuring operational excellence through transparency, accountability, and proactive risk management.

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.
1. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.
2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
4. Build in and maintain security controls and monitoring in support of company standards.
5. Typically lead moderately complex projects and participate in larger, more complex initiatives.
6. Solve complex technical and operational problems. Act as a resource for teammates with less experience
7. May oversee the work of a small team.
8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.

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.
1. Bachelor’s Degree and six to ten years of experience or equivalent education and software engineering training or experience

2. In-depth knowledge in information systems and ability to identify, apply, and implement best practices
3. Understanding of key business processes and competitive strategies related to the IT function
4. Ability to plan and manage projects and solve complex problems by applying best practices
5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information

Strategic Change Leadership:

• Define and lead the strategic roadmap for technology change management across multiple domains.
• Oversee the end-to-end lifecycle of change initiatives, ensuring alignment with standards, goals and regulatory requirements.
• Chair Change Advisory Board (CAB) meetings and provide executive-level guidance on change prioritization and risk mitigation.

Risk Oversight:

• Establish and enforce DCIO-wide change policies, standards, and controls.
  Lead risk assessments and compliance reviews for high-impact changes
• Mitigate risk through proactive identification of key dependencies, disruptive change conflicts, examination of quality/transparency.
• Drive post-implementation reviews and retrospectives to inform future strategy.

Continuous Improvement and Innovation:

• Develop and implement advanced metrics and KPIs to measure change effectiveness and operational impact.
• Champion process optimization and automation within ITSM frameworks.
• Lead cross-functional initiatives to enhance change agility and reduce time-to-value.

Stakeholder Engagement and Communication:

• Act as a senior advisor to Application Delivery, Production Support, and executive stakeholders.
• Communicate change strategy and outcomes to senior leadership and impacted teams.
• Deliver training and mentorship programs to elevate change management maturity across the organization.

Qualifications:

- Bachelor’s degree in Information Technology, Computer Science, or related field (Master’s preferred).
- 7+ years of experience in IT Change Management, including leadership roles.
- Proven track record of managing complex, domain-level change initiatives.
- Exceptional strategic thinking, analytical, and problem-solving skills.
- Strong executive presence and communication capabilities.
- Experience working in matrixed environments and influencing across organizational boundaries.

Preferred Skills:

- Certification in ITIL, PMP, or other relevant frameworks.
- Expertise in Change Management platforms and enterprise ITSM tools.
- Deep understanding of regulatory compliance in Financial Services Technology.
- Experience with Agile, DevOps, and continuous delivery environments.

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

• Deliver highly complex solutions with significant system linkages, dependencies, associated risk.
• Lead and perform development efforts such as analysis, design, coding/creating, and testing.
• Oversee and participate in testing, implementation, maintenance, and escalated support of Truist's most complex solutions.
• Development includes but is not limited to customized coding, software integration, analysis, configuring solutions, or the use of tools pertinent to the area, project, or system to configure or generate a solution.
• Ensure adherence to company and industry standards. Provides technical consultation on extremely challenging or unusual situations.
• Write and run unit tests.
• Devise or modify procedures to solve complex problems considering computer equipment capacity and limitations, operating time, and form of desired results.
• Interpret internal/external business challenges and recommend best practices.
• Use sophisticated analytical thought to exercise judgment and identify innovative solutions.
• Mentor less experienced teammates to build technical expertise.
• Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and consulting with, the business from the beginning of the design work.
• Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories.
• Responsible for development and developing unit testing, and supporting integration and functional testing.
• Responsible for providing warranty support and providing knowledge transfer to production support.
• Develop code in accordance with the acceptance criteria established by the Product Owner.

Requirements

• Must have Bachelor's degree in Computer Science, CIS, Computer Engineering, or related technical field plus 6 years of progressive experience in software engineering or IT consulting positions.

• Must have at least 3 years of experience with the following:
o Supporting Production apps to fix mission critical production issues, enhance the applications to implement additional features.
o Working with CI/CD tools and technologies like Gitlab, Github, SourceTree and Bitbucket to deliver code to production environments.
o Helping project architects and senior project leads in high level project design, low level design.
o Applying broad functional knowledge in requirement gathering, analysis, design, development, testing, implementation, and deployment of applications.
o Planning and managing projects and solving complex problems by applying best practice.
o Providing direction and mentoring less experienced teammates.
o Utilizing experience with: Spring, Java and J2EE, Restful API, Soap API, Agile, Rally, Jira, Jenkins, GitHub, GitLab, SVN, IBM MQ’s, Apache Kafka, Microservices, Windows/Linux/RHEL, Apache Maven, SQL DB, Confluence, OpTier, Splunk, XML, ServiceNow, JSON, SSL/TLS, Google Cloud Platform (GCP), Kubernetes, Docker, and Eclipse

• Position may be eligible to work hybrid/remotely but is based out of and reports to Truist offices in Charlotte, NC. Must be available to travel to Charlotte, NC regularly for meetings and reviews with manager and project teams within 24-hours’ notice.