✦ Luna Orbit — Business Analysis

Wealth Business Analyst III

at Truist Financial

📍 3 Locations Unknown Posted March 18, 2026
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Position Details

Type Not Specified
Experience mid
Exp. Years 6+ years
Education Bachelor's in accounting, business or marketing, or equivalent education and related training
Category Business Analysis

About this role

This role involves providing analytical and administrative support for divisional projects within the financial services industry, focusing on reporting, insights, and process reviews.

Key Responsibilities

  • Develop leadership reports
  • Conduct industry research
  • Perform process reviews
  • Support project management activities
  • Train staff on new systems

Technical Overview

The technical environment includes data analysis, reporting tools, project coordination, and industry research, aimed at improving business performance and supporting strategic initiatives.

Ideal Candidate

The ideal candidate is a mid-level business analyst with over 6 years of experience in financial services, skilled in reporting, system analysis, and process improvement, with strong communication and leadership skills.

Must-Have Skills

Bachelor's degree in accountingbusiness or marketing6+ years of experienceproject management skillsquantitative analysis skillsverbal and written communication skills

Nice-to-Have Skills

industry researchprocess improvementtraining staff

Tools & Platforms

reporting toolspresentation softwaremeeting organization tools

Required Skills

reportinganalyticsbusiness performancesystem functionalitytrainingproject managementindustry researchprocess improvementcommunicationcollaboration

Hard Skills

reportinganalyticsbusiness performancesystem functionalitytrainingproject managementindustry researchprocess improvementadministrative taskscommunicationcollaboration

Soft Skills

communicationleadershipteamworkproblem-solvingtraining

Industry & Role

Industry Financial Services
Job Function Providing analytical and administrative support for business projects
Role Subtype Business Analysis

Keywords for Your Resume

business analystreportinganalyticssystem functionalityproject managementfinancial analysisindustry researchprocess improvementtrainingcommunicationcollaborationsystem analysis

Deal Breakers

Less than 6 years of experience, No financial services experience, Lack of project management skills, No analytical or reporting skills, No bachelor's degree

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