Full-Time

CSBB Business Information Developer I

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Richmond, VA, USA + 2 more

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

Requires in-office presence four days per week at one of the listed locations.

Category
Strategy Development
Strategy Research
Business & Strategy
Required Skills
Python
R
SQL
Tableau
Data Analysis
Snowflake
Requirements
  • Bachelor’s degree in Computer Science, Business, Mathematics, or Information Technology-related field, or equivalent education and related training
  • Five years of experience in analysis and design
  • Excellent verbal and written communication skills
  • Exceptional analytical and creative problem solving skills - ability to generate actionable insight and recommendations from complex analytics and large datasets
  • Ability to work independently or as a member of a team
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel, occasionally overnight
  • Proficiency in SQL, R, or Python
Responsibilities
  • Partner with senior business leaders to understand business strategy and work in cross-functional teams to drive successful strategic outcomes.
  • Ensure data is consistent with business needs and apply knowledge of business to customize BI dashboards, deliver meaningful information, and interpret results for both internal and external stakeholders.
  • Support analysis efforts to gather information, define and document requirements, formulate hypotheses, and design business intelligence solutions to support the most complex business problems using BI tools (Tableau, QlikSense, PowerBI, Sigma, MicroStrategy etc.).
  • Analyze, design, and maintain data sources in information systems in support of projects, information needs, and changing requirements using various analytics tools (SAS, Snowflake, R, Python, etc.).
  • Measure client interactions and attribution in order to improve client experience, digital adoption, and segmentation using various analytics tools.
  • Apply subject-matter expertise, industry knowledge, and technical understanding to recommend actions to business leaders.
  • Administrate BI tools. Develop training material and user documentation and direct developers and line of business (LOB) partners on reporting tools

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. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce 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

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

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

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