Analyst or Associate

4 weeks ago

Miami, Florida, United States Truist Full time

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll 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)

Please review the following job description:

CRE ANALYST II:


The Commercial Real Estate (CRE) Analyst 2 is part of the CRE Emerging Talent program in the CRE line of business.

The purpose of the program is to develop future CRE Associates with multi-client, multi-industry and multi-deal structure knowledge of the Commercial Real Estate industry.

Program Analysts spend a minimum of two years building strong understanding of the market, credit and products, systems and tools and relationship management skills.

The CRE Analyst 2 builds on underwriting fundamentals to include financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities and client relationship support.

The Analyst collaborates with Relationship Managers to identify credit worthy projects within targeted markets and assists with the prioritization of relationship calling strategies.

Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends.

In the program, the Analyst will cross-train in the identified CRE verticals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Project Analysis:
Financial modeling and analysis, Project proposal, analysis and screening documents, and project due diligence.

Business Development:
Prospecting, industry-specific and market research, and special projects that facilitates proactive identification and analysis of opportunities.

Sales Disciplines:

Preparing pitch books, pre-call planning, sales pipeline review and management, marketing material development, and sales tools support, all used to effectively track and drive activities forward.



Client support:

Attend client calls and meetings and supports the client planning end-to-end process, building on stronger executive presence and confidence in client interactions.



  • Works with PM Associates and Portfolio Managers in the evaluation and underwriting of new opportunities.
  • May work with PM Associates and Portfolio Managers in completing performance and monitoring activity for an assigned portfolio to include overall portfolio management and required risk monitoring activity.

QUALIFICATIONS

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.

  • Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
2.

1-2 years' experience in a Banking Development program with a Commercial Real Estate track or other combined Commercial Real Estate experience.



  • Excellent verbal and written communication skills.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Strong analytical and problem-solving skills.
  • Knowledge of credit principles.
  • Ability to handle multiple priorities under time constraints.
  • Demonstrated success working in a collaborative team environment.

Preferred Qualifications:

  • Masters in Real Estate or combined Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree.
  • Foundational knowledge of ARGUS Enterprise software and use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics)

CRE ASSOCIATE:


The CRE Sales Associate 1 has a strong understanding of the Commercial Real Estate market, credit and products and facilitates proactive identification and analysis of opportunities – exhibiting creativity around idea generation.

Takes ownership of projects in coordination with assigned Relationship Managers and mentors the CRE Analyst 1 and 2's in the CRE Emerging Talent program.

The Associate collaborates with Relationship Managers to identify credit worthy projects within targeted markets and assists with the prioritization of relationship calling strategies.

Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends.

The Sales Associate 1 may be assigned to a selected Relationship Manager(s) and may also partner closely with a Portfolio Management team to provide assistance with the ongoing portfolio maintenance activities and client relationship support of certain relationships or portfolios.


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.

Analysis:

Draft deal reviews or information summaries created by Development Analysts or Credit Delivery Analysts and conducts preliminary discussions with credit officer(s).



Business Development:
Leverages prospecting databases and marketing materials to identify and proactively pursue opportunities with increasingly less oversight from assigned RM

Sales Disciplines:
Ownership of pre-call planning strategies for selected clients and/or RMs, leverages sales tools to effectively demonstrate solutions and products to CRE clients

Client Support:
Attends client calls and meetings, handles service issues and resolves problems, shares idea and solutions.

  • Support and mentorship of CRE Analysts and Associates.

QUALIFICATIONS

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.

  • Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
2. 2-3 years' combined Commercial Real Estate experience.

  • Excellent verbal and written communication skills.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Strong analytical and problem-solving skills.
  • Knowledge of credit principles.
  • Ability to handle multiple priorities under time constraints.
  • Demonstrated success working in a collaborative team environment.

Preferred Qualifications:

  • Masters in Real Estate or combined Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree.
2.

2 years' experience in a Commercial Real Estate Associate Development Program and/or equivalent experience in a CRE Credit Delivery role.


  • Foundational knowledge of ARGUS Enterprise software and use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics)

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 )

. 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 through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

_Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 \_KnowYourRights\_screen\_reader\_10\)

Pay Transparency Nondiscrimination Provision \_%20English\)

E-Verify (https:
//e-\_Participation\_Poster\)

  • Database Analyst 1

    1 month ago

    Miami, Florida, United States UOMUOMUS Full time

    Database Analyst 1 - University of Miami Health SystemThe University of Miami Health System's Department of Pediatrics has an exciting opportunity for a Database Analyst 1. This role involves analyzing data from various databases, developing scheduling and utilization reports, and creating relevant reporting tools like dashboards and balanced scorecards. The...

  • Financial Analyst

    4 days ago

    Miami, Florida, United States Segrera Associates Full time

    Job OverviewAs a Financial Analyst at Segrera Associates, you will play a crucial role in managing and overseeing the financial health of our business unit.Key ResponsibilitiesFinancial Reporting: Oversee the creation of comprehensive financial statements and various operational reports.Data Analysis: Prepare specialized financial and statistical reports...

  • Corporate Treasury Analyst

    5 days ago

    Miami, Florida, United States Lennar Homes Full time

    Lennar Homes stands as a prominent figure in the homebuilding industry, committed to delivering exceptional experiences for our Homeowners, Communities, and Associates. Our mission revolves around constructing quality homes, providing outstanding customer service, and actively contributing to the communities we serve. We pride ourselves on fostering a...

  • Financial Analyst

    4 days ago

    Miami, Florida, United States Segrera Associates Full time

    Position OverviewAs a Financial Analyst at Segrera Associates, you will play a crucial role in the financial health of our organization. Your expertise will ensure accurate financial reporting and analysis, contributing to strategic decision-making.Key ResponsibilitiesFinancial Reporting: Oversee the creation of comprehensive financial statements and...

  • Associate Director, Annual Giving

    3 months ago

    Miami, Florida, United States UOMUOMUS Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The Associate Director, annual giving, is responsible for...

  • Epic Senior Analyst

    3 weeks ago

    Miami, Florida, United States UOMUOMUS Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The University of Miami UHealth/SoLé Mia opening June 2025, will...

  • Claims Analyst

    30 minutes ago

    Miami, Florida, United States Lennar Homes Full time

    About the RoleWe are seeking a highly skilled Claims Analyst to join our Risk Management team at Lennar Homes. As a Claims Analyst, you will play a critical role in protecting the financial assets of our company by analyzing, advising on, and managing Workers' Compensation, General Liability, Property, Builders Risk, and Auto claims.Key...

  • Lead Financial Analyst

    1 week ago

    Miami, Florida, United States KW Property Management, LLC Full time

    Job OverviewAs a Lead Financial Analyst, you will play a crucial role in managing the financial operations of our organization. Your responsibilities will encompass a variety of tasks aimed at ensuring the accuracy and timeliness of financial reporting.Key ResponsibilitiesYour duties will be categorized into daily, weekly, monthly, and annual tasks:Daily...

  • Epic Senior Analyst, HIM

    3 weeks ago

    Miami, Florida, United States UOMUOMUS Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The University of Miami UHealth/SoLé Mia opening June 2025, will...

  • Business Analyst

    1 day ago

    Miami, Florida, United States Talan Full time

    Job OverviewTalan, a leading international consulting group in innovation and transformation through technology, is seeking a skilled Murex Business Analyst to join our team. As a key member of our Finance engineering team, you will play a crucial role in the implementation of a major project, focusing on the lifecycle management of various financial...

  • Financial Analyst

    1 week ago

    Miami, Florida, United States Continental Floral Greens Full time

    Join the team at Continental Floral Greens and leverage your expertise in finance. ROLE OVERVIEW As a Financial Analyst, you will play a crucial role in supporting the Finance Leadership in fulfilling the responsibilities of the Finance/Accounting Department. Your key duties will include maintaining month-end documentation and reconciliations, preparing...

  • Construction Financial Analyst

    1 week ago

    Miami, Florida, United States Integra Investments Full time

    Job OverviewPosition SummaryThe Construction Financial Analyst is instrumental in monitoring and analyzing the financial aspects of construction projects. The ideal candidate will possess a background in finance or accounting within the construction or real estate sector, focusing on supporting project teams with contract adjustments, compliance, financial...

  • Analyst, Onboard Revenue Operations

    1 month ago

    Miami, Florida, United States Royal Caribbean International Full time

    The Revenue Operations Analyst will play a crucial role in optimizing and streamlining revenue operations processes within our cruise line business. This position will be responsible for supporting the onboard teams with scheduling, recruitment and personnel support. They will further own the relationships with vendors for the Amenity programs and...

  • Senior Epic Analyst

    1 week ago

    North Miami Beach, Florida, United States University of Miami Full time

    Position Overview:The University of Miami is seeking a Full-Time Epic Senior Analyst specializing in MyChart. This role is crucial in overseeing and guiding a team of Associate Epic Analysts and Epic Analysts, ensuring the successful implementation and optimization of the MyChart application.Key Responsibilities:Act as the primary support contact for...

  • BSA/AML Compliance Analyst

    1 month ago

    Miami, Florida, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Finance Analyst

    1 month ago

    Miami, Florida, United States Molson Coors Full time

    Requisition ID: 31978 A Career in Beer and Beyond: Our purpose at Molson Coors Beverage Company is to brew beverages that unite people to celebrate all life's moments. We've been brewing iconic brands for over 350 years and are now proud to be offering a modern portfolio that expands beyond the beer aisle. We are Talent Brewers with our culture rooted in...

  • Technical Deployment Support Analyst, Popeyes

    3 weeks ago

    Miami, Florida, United States Restaurant Brands Full time

    About Restaurant Brands International:Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with over $40 billion in annual system-wide sales and over 30,000 restaurants in more than 100 countries. RBI owns four of the world's most prominent and iconic quick service restaurant brands – TIM HORTONS, BURGER...

  • Data Integrity Analyst

    1 month ago

    Miami, Florida, United States UOMUOMUS Full time

    Current Employees:If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.The HIM Identity Team is seeking a Data Integrity Analyst that...

  • Workforce Management Associate, Client Care Operations Specialist

    6 days ago

    Miami, Florida, United States VISA Full time

    Job SummaryThis is a hybrid position at VISA, requiring the candidate to work from the office 2-3 set days a week, with a general guidepost of being in the office 50% or more of the time based on business needs.Key ResponsibilitiesMonitor service levels, abandon rates, and auxiliary utilization for multiple lines of businesses and sites.Engage managers in...

  • Financial Analyst

    2 days ago

    Miami, Florida, United States The Molieri Group LLC Full time

    Job OverviewThe Molieri Group LLC is seeking a highly skilled Tax Associate to join our team. As a Tax Associate, you will be responsible for organizing and analyzing clients' financial information, identifying opportunities to minimize tax liability, and preparing necessary forms for filing taxes.Key ResponsibilitiesFinancial Analysis: Review and analyze...