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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Investment Analyst (IA) works with the Investment Strategists and the IAG Investment Group in the delivery of The Company’s investment services. The IA has responsibility for assisting the Investment Strategists in delivering The Company’s investment experience to their clients. The Investment Analyst will be required to assist the Investment Strategists with trading, modeling/re-balancing or restructuring client portfolios to ensure appropriate client asset allocation strategy. The IA will work with the Investment Strategist, Investment Portfolio Manager and Reg 9 Coordinator to monitor client portfolios relative to their investment policy statement and work with the team to identify and address variances. The IA will assist in the development of client investment reviews and new business presentations. The Investment Analyst must have an appreciation for the importance of investment planning and the need for continually reviewing client portfolios. The IA will also participate in the new business development process and existing client meetings.
Maintains proper 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. Ensures that appropriate continuing education requirements are met where needed. Conducts moderately complex analysis for assigned investment unit. Develops analysis and initial recommendations for management consideration. Depending on assigned unit, may interact with clients or internal investment professionals or relationship managers.
Minimum Requirements: Minimum 3 years of investment related experience. Demonstrated understanding of the fundamentals of finance and investment theory including credit evaluation or performance assessment. Prior experience within the type of investment in the business unit to which the incumbent will be assigned Preferred Requirements: MBA, CFA, CFP, CIMA, CAIA
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.