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Senior Data Engineer

Raleigh, NC, USA

Full-Time

Cyber Optimization & Automation Lead

Power Platform & Sharepoint

Posted on 5/4/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Senior, Expert

Raleigh, NC, USA + 4 more

More locations: Goldsboro, NC, USA | Richmond, VA, USA | Charlotte, NC, USA | Atlanta, GA, USA

Category
Data Analysis
Data Engineering
Data & Analytics
Required Skills
Data Analysis
Connection
Connection
Connection
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Requirements
  • Bachelor’s degree and six to eight years of experience in systems engineering or administration or an equivalent combination of education and work experience
  • Deep specialized and/or broad functional knowledge in applied enterprise information security technologies including but not limited to firewalls, intrusion detection/prevention systems, network operating systems, identity management, database activity monitoring, encryption, content filtering, and Mainframe security
  • Previous experience in leading complex IT projects
Responsibilities
  • Optimize data elements: actively analyzes and manipulates data to improve its quality, efficiency, and relevance for analysis, often by identifying and addressing inconsistencies, redundancies, or unnecessary data points, ultimately making the data more actionable for decision-making
  • Designing and developing custom Power Platform and SharePoint solutions based on business requirements
  • Creating and configuring SharePoint sites, lists, libraries, workflows, and web parts
  • Developing custom forms and templates using Power Forms, VBA Scripting, InfoPath, and SharePoint Designer
  • Optimize reporting to transition multiple data elements into useful valuable information for large InfoSec reporting needs
Desired Qualifications
  • BA/BS IT/ Computer Science, MIS, Economics, Finance, Operations Management, or a related discipline.
  • 10+ years professional experience in banks or other financial institution, consulting firm, and or software company.
  • 7+ years of MS Project Plan (advanced/expert): Baseline Management, Delta identification, Custom Field management
  • 7+ years of Database Analyst (advanced): Understanding of data objects relationships, Data Types and exposing objects through Secure DB Connections
  • Experience to understand requirements and identify what data to extract vs what data to integrate.
  • Experience to formalize the consistent processes for data record creation, data extraction and recognition of the data master.
  • SharePoint (admin/advanced): ability to create objects and access control, custom JSON Scripting is also mandatory, develop Nintex workflows and forms.
  • SharePoint Lists (advances/expert): accountable for the accuracy and upkeep of data within each list entry, including tasks, project details, or other information,
  • Power Platform (advanced/expert): create custom forms using Microsoft Power Apps. Ability to do design/code using Microsoft Power Forms and create SharePoint Data Source Objects.
  • Excel and PPT - VBA (expert): Expert knowledge of VBA Scripting (Visual Basic for Applications) for both Power Point and Excel
  • Collecting, cleaning, analyzing, and interpreting large datasets to extract meaningful insights and information, using statistical methods and data visualization tools to present findings in a clear and concise manner, ultimately supporting informed decision-making within an organization.
  • Strong organizational skills and attention to detail.
  • Strong communication skills, both written and verbal, with ability to influence others and facilitate difficult conversations with leadership.
  • Exhibits high degree of creativity, self-motivation, and commitment to task.
  • 15+ years of experience in the financial services industry or consulting.
  • 10+ years project management experience leading complex projects
  • 5+ years’ experience in Information Security banking.
  • Knowledge or experience across multiple IT Management systems (Clarity, Archer, Service Now)

Truist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, allowing RIAs to serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that helps RIAs reduce overhead. The goal is to empower RIAs to grow their businesses and improve client experiences.

Company Size

501-1,000

Company Stage

Series F

Total Funding

$601.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $152M, valuing it at $1.9B, indicating strong investor confidence.
  • The company serves 4,700 advisors, holding over 10% market share in the RIA space.
  • Altruist's fast onboarding and tech solutions align with the digital transformation trend.

What critics are saying

  • Competition from Charles Schwab and Fidelity may challenge Altruist's market position.
  • Industry consolidation, like Robinhood's acquisition of TradePMR, increases competitive pressure.
  • Expansion into digital fixed-income trading introduces new regulatory and compliance risks.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading, reducing costs for RIAs.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

1%
Los Angeles Business Journal
May 5th, 2025
Altruist Secures $152M, Valued at $1.9B

Altruist, based in Culver City, raised $152 million in funding, bringing its valuation to $1.9 billion. Founder Jason Wenk claims this will be the last funding round needed. The firm aims to enhance technology for independent registered investment advisers (RIAs) to serve more clients efficiently. Altruist expects to grow over 100% this year and serves 1,000 RIA firms with 4,700 advisers, holding over 10% market share. The funding was led by GIC, a global investor from Singapore.

Fintech News Singapore
Apr 23rd, 2025
GIC Leads US$152 Million Series F in U.S. Custodian Altruist

Altruist, a US-based custodian platform for registered investment advisors (RIAs), has raised US$152 million in a Series F funding round led by Singapore's sovereign wealth fund GIC.

Business Wire
Apr 22nd, 2025
Altruist Secures $152M Series F Funding

Altruist, a modern custodian for RIAs, raised $152 million in Series F funding led by GIC, valuing the company at approximately $1.9 billion. Other participants included Salesforce Ventures and Baillie Gifford. The funding follows a year of significant growth, with Altruist launching new products and expanding its executive team. The company now serves over 4,700 advisors and has tripled assets under management for two consecutive years.

Axios
Apr 22nd, 2025
Altruist Raises $152M, Nears $2B Valuation

Altruist, a custodian and software company for investment advisers, raised $152 million in Series F funding led by GIC, valuing it at $1.9 billion. This follows Robinhood's acquisition of custodian TradePMR for $300 million last year. Altruist was previously valued at $1.5 billion in May 2024. The RIA custody space, dominated by Charles Schwab and Fidelity, is seeing new entrants aiming to capture market share with innovative tech and lower fees.

Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.