Data Analyst Level 5

PTR Global · Charlotte
Pay · estimate~$110k – $150kMarket rate · not set by employer
PostedNov 12, 2026
LevelMid level
In short • Support Treasury Transformation and Balance Sheet and Interest Rate Risk Management initiatives within Client Corporate Treasury. • The role will analyze data from multiple…
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📋 About the job

Job Description

  • Business Analyst / Data Analyst
  • Treasury Transformation

Role Overview

  • Support Treasury Transformation and Balance Sheet and Interest Rate Risk Management initiatives within Client Corporate Treasury.
  • The role will analyze data from multiple banking and financial systems, support data migrations, identify variances and anomalies, and document processes and validation results.

Key Responsibilities

  • Analyze, validate, and reconcile data from loans, credit cards, investment banking, market data, brokerage, and other financial systems.
  • Identify data patterns, anomalies, variances, and potential issues.
  • Support transitions from non-strategic to strategic data sources.
  • Provide data and requirements to business and technology teams.
  • Document processes, changes, decisions, testing, and validation results.
  • Participate in Agile ceremonies and create/manage Jira stories.
  • Communicate proactively, raise questions or issues promptly, and work independently.
  • Support analyst testing and complex processes where clear communication is critical.

Required Qualifications

  • Experience in data analysis, business analysis, or data management.
  • Strong Excel skills and basic SQL knowledge.
  • Ability to analyze data, identify anomalies, and document findings.
  • Strong communication, organization, and problem-solving skills.
  • Ability to work independently with business and technology stakeholders.

Preferred Qualifications

  • Experience in treasury, finance, banking, or financial services.
  • Experience with Python, Power BI, Alteryx, Tableau, Jira, or data migration projects.
  • Previous relevant Client experience.
  • Familiarity with Copilot and other data-analysis tools.

Soft Skills

  • Strong communicator who works effectively with business and technology teams.
  • Proactive, ambitious, and willing to take initiative.
  • Assertive and comfortable speaking up or raising concerns.
  • Comfortable learning new business and technical concepts.
  • Able to manage work independently with limited supervision.
  • Willing to ask for clarification or support when blocked.
  • Comfortable communicating with senior stakeholders.
  • Strong professional presence and willingness to collaborate in person.

Hiring and Location Details

  • Approximately 6 to 7 openings.
  • Positions will include a mix of Level 4 and Level 5 roles.
  • Location: Charlotte Uptown.
  • Contractors are expected to work onsite…
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Data Analyst Level 5PTR Global
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