Truist
Investment Analyst I - Atlanta
Employer: Truist
Apply to the Investment Analyst I - Atlanta role at Truist. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply and complete your application, you will be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).
Regular or Temporary: Regular
Language fluency: English (Required)
Work shift: 1st shift (United States of America)
Job Description The Investment Analyst (IA) works with Investment Managers and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to Truist Wealth clients who generally have $5 million+ in AUM. The IA typically works with at least two 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.
Essential Duties and Responsibilities
Assist 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.
Responsibly manage daily trading activities in discretionary, non‑discretionary, and trust‑based portfolios, adhering to and documenting compliance with Truist, SunTrust 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 identify and address variances.
Assist in client onboarding 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, recommend, establish, monitor, and adjust investment strategies and solutions as needed to achieve the client’s goals.
Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates.
Actively engage in risk management.
Qualifications Required Qualifications
Bachelor’s degree in Business or a related field, or equivalent education and related training.
Series 65 license required; candidates will have 60 days from their start date to transfer, or 100 days to acquire all registrations and licenses required for this position.
Demonstrated understanding of fundamentals of finance and investment theory.
Strong presentation, oral, and written communication skills.
2+ years of investment management, trading, or related experience.
Ability to work on complex projects with minimal supervision.
Preferred Qualifications
Chartered Financial Analyst (CFA) certification or progress toward CFA.
MBA or progress toward MBA.
Additional professional designations such as CFP®, CIMA, CAIA.
Benefits 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 401(k) plan. 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 (prorated) and paid holidays. For more details on Truist’s benefits, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance in the hiring process, you will learn more about the specific benefits available for any non‑temporary position you apply for, based on full‑time or part‑time status, position, and division of work.
Equal Opportunity Employer Statement 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 any other classification protected by law. Truist is a drug‑free workplace. EEO is the law. E‑Verify IER Right to Work.
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Apply to the Investment Analyst I - Atlanta role at Truist. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply and complete your application, you will be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).
Regular or Temporary: Regular
Language fluency: English (Required)
Work shift: 1st shift (United States of America)
Job Description The Investment Analyst (IA) works with Investment Managers and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to Truist Wealth clients who generally have $5 million+ in AUM. The IA typically works with at least two 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.
Essential Duties and Responsibilities
Assist 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.
Responsibly manage daily trading activities in discretionary, non‑discretionary, and trust‑based portfolios, adhering to and documenting compliance with Truist, SunTrust 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 identify and address variances.
Assist in client onboarding 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, recommend, establish, monitor, and adjust investment strategies and solutions as needed to achieve the client’s goals.
Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates.
Actively engage in risk management.
Qualifications Required Qualifications
Bachelor’s degree in Business or a related field, or equivalent education and related training.
Series 65 license required; candidates will have 60 days from their start date to transfer, or 100 days to acquire all registrations and licenses required for this position.
Demonstrated understanding of fundamentals of finance and investment theory.
Strong presentation, oral, and written communication skills.
2+ years of investment management, trading, or related experience.
Ability to work on complex projects with minimal supervision.
Preferred Qualifications
Chartered Financial Analyst (CFA) certification or progress toward CFA.
MBA or progress toward MBA.
Additional professional designations such as CFP®, CIMA, CAIA.
Benefits 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 401(k) plan. 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 (prorated) and paid holidays. For more details on Truist’s benefits, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance in the hiring process, you will learn more about the specific benefits available for any non‑temporary position you apply for, based on full‑time or part‑time status, position, and division of work.
Equal Opportunity Employer Statement 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 any other classification protected by law. Truist is a drug‑free workplace. EEO is the law. E‑Verify IER Right to Work.
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