Full-Time

Risk Data and Reporting Senior Analyst III

Posted on 2/3/2025

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Winston-Salem, NC, USA + 3 more

More locations: Charlotte, NC, USA | Greensboro, NC, USA | Atlanta, GA, USA

This position will sit on-site 4 days a week, 1 day remote.

Category
Risk Management
Finance & Banking
Required Skills
Data Analysis

You match the following Truist's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor's degree or equivalent
  • 8+ years of related experience or an equivalent combination of education and experience
  • In-depth and broad knowledge within own professional discipline
  • Solid understanding of key business processes and strategies
  • Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry
  • Strong written and verbal communication skills
  • Ability to exercise judgment and sophisticated skills in solving complex technical, operational, and organizational challenges
  • Ability to lead projects of significant complexity and risk exposure
Responsibilities
  • Design, implement, and execute highly complex recurring or ad hoc reports, analyses, data, system-related, or operational tasks in accordance with departmental processes and controls
  • Investigate and research unexplained variations in reports, data, systems, etc.
  • Develop and administer controls to ensure the integrity of departmental process
  • Assist with development of departmental documentation, particularly for highly complex and technical activities
  • Serve as a consultative resource and subject matter expert on risk reporting, data, system, or related issues
  • Plan and manage complex projects, such as development of new or modified reporting in response to process, system, regulatory, or organizational changes
  • Mentor less experienced teammates to build their own technical expertise
Desired Qualifications
  • 10+ years of reporting experience
  • Previous experience with the Archer GRC solution
  • Advanced skills in data wrangling, data engineering, data science, or related areas
  • Strong experience with Python including but not limited to the following libraries/packages: DuckDB, Pandas, Polars, Python-PPTX and openpyxl
  • Strong experience with SQL including, but not limited to: common table expressions, window functions, complex nested queries, joins, filters and groupings
  • Strong experience with Tableau, including but not limited to: Level of Detail expressions, combo charts with multiple measures, complex but aesthetically-pleasing visuals, stories, drill-down capabilities, experience with publishing dashboards to a Tableau server
  • Strong experience with Microsoft Excel (e.g., Power Query) and Microsoft Access (e.g., queries and complex reports)

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

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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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