Investment Analyst I

1 week ago

Atlanta, United States Atlanta Staffing Full time

Investment AnalystThe Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. The Investment Analyst will typically work with a minimum of 2 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 ResponsibilitiesAssist 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.Responsible, along with Investment Managers, for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and is responsible for 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 work with the team to identify and address variances.Actively assist in the client onboarding experience 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 on-going portfolio management and client communication cycle.Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as necessary, investment strategies and solutions designed to achieve the client's goals.Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates.Actively engaged in risk management.QualificationsBachelor's degree in Business or a related field, or equivalent education and related training. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position. Demonstrated understanding of the fundamentals of finance and investment theory. Possesses presentation skills as well as oral and written communication skills. 2+ years of investment management / trading or related experience. Ability to work on complex projects with minimal supervision.Chartered Financial Analyst (CFA) certification [or progress towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP, CIMA, CAIATruist 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.

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