Truist
Overview
Responsible for providing client coverage banking services to corporate clients, including corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. The role emphasizes maximizing client engagement and delivering Truist’s full suite of products and capabilities. Additional responsibilities may include internal client management duties as specified by the manager and team. Responsibilities
Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, and working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications
BA/BS degree Licenses: Series 7 or 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications
MBA degree, with a Finance focus 6 years of related work-related experience Benefits
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 division. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated) and 10 sick days (prorated), plus paid holidays. For more details, please visit the Benefits site. Depending on the position and division, this job may be eligible for additional plans such as a defined benefit pension, restricted stock units, and/or a deferred compensation plan. As you advance, you will learn more about specific benefits for any non-temporary position based on full-time or part-time status and division. Equal Employment Opportunity
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. EEO is the Law · Pay Transparency Nondiscrimination Provision · E-Verify
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Responsible for providing client coverage banking services to corporate clients, including corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. The role emphasizes maximizing client engagement and delivering Truist’s full suite of products and capabilities. Additional responsibilities may include internal client management duties as specified by the manager and team. Responsibilities
Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, and working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications
BA/BS degree Licenses: Series 7 or 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications
MBA degree, with a Finance focus 6 years of related work-related experience Benefits
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 division. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated) and 10 sick days (prorated), plus paid holidays. For more details, please visit the Benefits site. Depending on the position and division, this job may be eligible for additional plans such as a defined benefit pension, restricted stock units, and/or a deferred compensation plan. As you advance, you will learn more about specific benefits for any non-temporary position based on full-time or part-time status and division. Equal Employment Opportunity
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. EEO is the Law · Pay Transparency Nondiscrimination Provision · E-Verify
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