Truist
Analyst
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 Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility. 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. Develop project materials including industry, market and company specific and general economic information. Generate customized specific sales or project content for internal and external purposes. Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed. Build upon foundational understanding of the market, credit, and products as well as relationship management skills. Develop an increasingly complex understanding of the industry. Required Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelors 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 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, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. Truist is a Drug Free Workplace.
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 Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility. 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. Develop project materials including industry, market and company specific and general economic information. Generate customized specific sales or project content for internal and external purposes. Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed. Build upon foundational understanding of the market, credit, and products as well as relationship management skills. Develop an increasingly complex understanding of the industry. Required Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelors 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 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, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. Truist is a Drug Free Workplace.