USA Jobs
Analyst Position
Provide support to and strengthen the effectiveness of leaders and teams to which analyst is primarily aligned. Responsible for providing research and analysis, development of related materials, and management of sales pipeline or other projects with an increasing level of autonomy. Essential Duties and Responsibilities 1. Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners. 2. Develop project materials including industry, market and company specific and general economic information. 3. Generate customized specific sales or project content for internal and external purposes. 4. Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed. 5. Build upon foundational understanding of the market, credit, and products as well as relationship management skills. 6. Develop an increasingly complex understanding of the industry. Required Qualifications: Bachelor's degree Two years of related financial services work experience FINRA licenses: Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date. Strong analytical skills and attention to detail Strong written and verbal communication skills Competitive drive and high work ethic, self-starter, team-oriented Solid leadership and interpersonal skills Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
Provide support to and strengthen the effectiveness of leaders and teams to which analyst is primarily aligned. Responsible for providing research and analysis, development of related materials, and management of sales pipeline or other projects with an increasing level of autonomy. Essential Duties and Responsibilities 1. Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners. 2. Develop project materials including industry, market and company specific and general economic information. 3. Generate customized specific sales or project content for internal and external purposes. 4. Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed. 5. Build upon foundational understanding of the market, credit, and products as well as relationship management skills. 6. Develop an increasingly complex understanding of the industry. Required Qualifications: Bachelor's degree Two years of related financial services work experience FINRA licenses: Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date. Strong analytical skills and attention to detail Strong written and verbal communication skills Competitive drive and high work ethic, self-starter, team-oriented Solid leadership and interpersonal skills Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.