Investment Portfolio Manager

5 days ago

Tampa, Florida, United States Truist Full time
Job Summary

We are seeking a highly skilled Investment Analyst to join our team at Truist. The successful candidate will be responsible for working with Investment Managers and the Investment Advisory Group to deliver Investment Management Services to clients with significant assets under management.

Key Responsibilities
  • Assist Investment Managers 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 for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and adherence to 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.
  • 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 ongoing 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.
Requirements
  • Bachelor's degree in Business or a related field, or equivalent education and related training.
  • Series 65 license. 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.
Preferred Qualifications
  • Chartered Financial Analyst (CFA) certification [or progress towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP, CIMA, CAIA
Benefits

Truist offers a comprehensive benefits package to eligible employees, including 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 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.

Equal Employment Opportunity

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.

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