Overview Investment Analyst II at Truist The Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group to assist in delivering Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. The IA typically works with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1-2 billion and revenue responsibility averaging $7.5-10 million. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Responsibilities The investment team is a critical partner in new business development and acts as a primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside portfolios and presentation preparation. Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions for individuals and families. Make proactive recommendations to Investment Managers and/or clients. Responsible, along with Investment Managers, for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and for adhering to and documenting compliance with Truist Advisory Services, and relevant regulatory policies and procedures. Work with Investment Managers and compliance to monitor client portfolios relative to their investment policy statement and address variances with the team. Assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation. Develop and advise on investment recommendations and help transition new clients into a collaborative and ongoing portfolio management and client communication cycle. Prepare regular investment reviews for existing clients and adjust investment strategies to meet goals. Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates. Actively engaged in risk management. Required Qualifications Bachelor’s degree in Business or a related field, or equivalent education and related training. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position. Demonstrated understanding of the fundamentals of finance and investment theory. Strong presentation, oral, and written communication skills. Proficient at utilizing complex models, databases, and statistical tools. Performance assessment experience. 5+ years of investment management / trading or related experience. Ability to work on complex projects with minimal supervision. Preferred Qualifications CFA charter or progress toward CFA; MBA or progress toward MBA; additional professional designations such as CFP, CIMA, CAIA Compensation and Benefits The base salary for this position can range from $100,000 to $140,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, AD&D, tax-preferred savings accounts, and a 401k plan. Teammates receive paid vacation and sick days, and paid holidays. For more details, visit the Benefits site. Depending on the position and division, this role may be eligible for additional benefits such as a defined benefit pension plan, RSUs, and/or deferred compensation. Details depend on status and division. Background Check Requirements: Section 19 of the FDIA requires a reasonable inquiry into a job candidate’s criminal history for federally insured banks. Further restrictions may apply under applicable regulations and acts. Truist is an Equal Opportunity Employer and a Drug Free Workplace. EEO is the Law. Pay Transparency Nondiscrimination Provision. E-Verify. Senior topics and other postings may appear in searches but are not part of this specific job description. #J-18808-Ljbffr Truist
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