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Truist Capital Adequacy-Strategic Initiatives Associate 
United States, North Carolina, Charlotte 
10512441

27.03.2025

Regular or Temporary:

English (Required)

1st shift (United States of America)Develop and implement strategic initiatives across Capital Adequacy while working with leadership and key stakeholders within Finance, Treasury and Risk Management. Provides thought leadership in tandem with analysis and presentation development to inform and execute strategic goals.


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. Implement strategic initiatives, conduct analysis, offer problem solving recommendations for key business processes across Capital Planning and Stress testing
2. Create materials and presentations to accurately articulate Capital Planning and Stress Testing strategy for broader consumption and execution, including presentations that may be shared with Executive Leadership and the Board of Directors
3. Mitigate emerging risks by executing on broader business plans
4. Drive execution of project management tasks related to new and ongoing initiatives
5. Execute on ad hoc strategy requests on behalf of Finance, Treasury and Capital Adequacy leadership
6. Focus business optimization and efficiency improvement efforts, as well as manage centralization of certain strategic business processes
7. Manage and coordinate engagements with risk partners in the First, Second, and Third lines of defense

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 a relevant field, or an equivalent combination of education and work experience
2. 3-5 years of work experience with previous positions requiring analytical and presentation skills.
3. Excellent technical skills in Microsoft Office systems, specifically PowerPoint and Excel
4. Excellent verbal and written communication skills
5. Ability to think independently, interpret financial and non-financial data, collaborate effectively, balance competing priorities and prioritize as appropriate
6. Strong financial and analytical skills, verbal communication skills and ability to understand and communicate complex concepts in a concise and useful manner


1. 3-5 years related experience in either a consulting, project management, process improvement, or financial services related role.
2. Experience in development, articulation and execution of moderately complex strategic initiatives across multiple parts of an organization
3. Prior experience in or related to Finance, Consulting, Audit, or Risk Management