Financial Analyst I

2 weeks ago


Kennedy Space Center, United States Truist Financial Corporation Full time

Primary Location: Orlando, FL US

Position Overview: The role outlined below is designed for individuals interested in contributing to the success of our Dealer Services team. If you wish to proceed with your application, please follow the application process as indicated.

Accommodations: If you require assistance due to a disability, please reach out for reasonable accommodations.

Employment Type: Regular

Language Requirement: English (Required)

Work Schedule: 1st shift (United States of America)

Job Responsibilities:

  1. Conduct thorough research on industry trends, market dynamics, and company performance to identify potential prospects.
  2. Create and refine prospect lists in collaboration with leadership and team members.
  3. Develop comprehensive project materials that include industry insights, market analysis, and economic data.
  4. Generate tailored sales content for both internal stakeholders and external clients.
  5. Monitor outreach efforts to clients and prospects, ensuring effective use of the CRM system.
  6. Enhance understanding of market conditions, credit products, and relationship management.
  7. Continuously build knowledge of the industry to improve analytical capabilities.

Qualifications:

Required:

  • Bachelor's degree
  • Two years of relevant experience in financial services
  • Strong analytical abilities and meticulous attention to detail
  • Excellent written and verbal communication skills
  • Proactive, competitive mindset with a strong work ethic
  • Effective leadership and interpersonal skills
  • High adaptability and organizational skills
  • Proficient in Microsoft Excel and PowerPoint

Preferred:

  • Minimum GPA of 3.0
  • Demonstrated experience in finance or a related field

Working Conditions:

Ability to perform various physical activities including sitting, standing, and walking as required.

Visual and Auditory Requirements: Must be able to interpret client information via computer and communicate effectively in person and over the phone.

Travel Requirements: Minimal travel expected, up to 10%.

Diversity and Inclusion: Truist is committed to fostering a diverse workforce and is an Equal Opportunity Employer.

Company Overview: Truist Financial Corporation is a premier financial organization formed through the merger of BB&T and SunTrust, dedicated to providing exceptional service and support to our clients.



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