Investment Analyst

Found in: Talent US C2 - 6 days ago

Atlanta, United States Truist Full time

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.

The investment team is a critical partner in new business development and acts as a primary source for investment communication. The IA assists 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.

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 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.

Preferred Qualifications:

Chartered Financial Analyst (CFA) certification [or progress towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP®, CIMA, CAIA

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.

  • Investment Banking Analyst

    5 days ago

    Atlanta, United States Selby Jennings Full time

    Title: Investment Banking Analyst Company Summary: We are currently partnered with a Investment Bank in Atlanta, GA looking to bring on an Investment Banking Analyst. They are looking to grow due to their strong pipeline and deal flow, providing an incredible opportunity for M&A reps. This Investment Banking Analyst will work as a generalist across a variety...

  • Investment Banking Analyst

    3 days ago

    Atlanta, United States Selby Jennings Full time

    Title: Investment Banking Analyst Company Summary: We are currently partnered with a Investment Bank in Atlanta, GA looking to bring on an Investment Banking Analyst. They are looking to grow due to their strong pipeline and deal flow, providing an incredible opportunity for M&A reps. This Investment Banking Analyst will work as a generalist across a...

  • Investment Banking Analyst

    20 hours ago

    Atlanta, United States Selby Jennings Full time

    Title: Investment Banking Analyst Company Summary: We are currently partnered with a Investment Bank in Atlanta, GA looking to bring on an Investment Banking Analyst. They are looking to grow due to their strong pipeline and deal flow, providing an incredible opportunity for M&A reps. This Investment Banking Analyst will work as a generalist across a variety...

  • Investment Banking Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Atlanta, United States Selby Jennings Full time

    Title: Investment Banking Analyst Company Summary: We are currently partnered with a Investment Bank in Atlanta, GA looking to bring on an Investment Banking Analyst. They are looking to grow due to their strong pipeline and deal flow, providing an incredible opportunity for M&A reps. This Investment Banking Analyst will work as a generalist across a variety...

  • Investment Banking Analyst

    3 days ago

    Atlanta, United States Genesis Capital, LLC Full time

    Genesis Capital is seeking experienced candidates to fill an Analyst position. Analysts provide direct support to senior bankers and are expected to handle a high level of responsibility in the execution of corporate finance transactions. Analysts at Genesis Capital work on a variety of transactions that provide a broad base of experience across multiple...

  • Investment Banking Analyst

    Found in: Appcast Linkedin GBL C2 - 2 days ago

    Atlanta, United States Genesis Capital, LLC Full time

    Genesis Capital is seeking experienced candidates to fill an Analyst position. Analysts provide direct support to senior bankers and are expected to handle a high level of responsibility in the execution of corporate finance transactions. Analysts at Genesis Capital work on a variety of transactions that provide a broad base of experience across multiple...

  • Investment Banking Analyst

    6 days ago

    Atlanta, United States Performance Trust Full time

    Description Description Performance Trust Capital Partners is seeking an Analyst for our Investment Banking team. We are pursuing candidates with strong quantitative and analytical skills to be an integral member of deal teams. This is an opportunity to work closely with senior bankers, executing transactions and advisory assignments on behalf of the...

  • Negotiator, Local Investment

    Found in: Talent US C2 - 2 weeks ago

    Atlanta, United States PMX Full time

    Job Description Ignite your career as a Local in the Publicis Media Exchange! As an experienced Media Investment Professional, you already know that Local Media is dynamic and more important than ever, providing clients with market strategies that maximize results while reducing waste. Publicis Media Exchange has a re-imagined Local Media bringing...

  • Sr. Investment Sales Analyst/ARGUS

    5 days ago

    Atlanta, United States NorthMarq Full time

    Sr. Investment Sales Analyst - Commercial Real Estate If the following job requirements and experience match your skills, please ensure you apply promptly. Northmarq - Atlanta, GA At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in...

  • Sr. Investment Sales Analyst

    6 days ago

    Atlanta, United States NorthMarq Full time

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to...

  • Vice President Investment Banking M&A

    Found in: Talent US C2 - 6 days ago

    Atlanta, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements for our Specialized Industry Investment Banking groups which includes...

  • Analyst

    1 day ago

    Atlanta, United States Jamestown Management Corporation Full time

    Job DescriptionJob DescriptionJOB SUMMARY: Jamestown is seeking to hire an Acquisitions Analyst in Atlanta to focus on real estate investments across the major U.S. markets in which it invests. This individual will collaborate to execute the full cycle of acquisitions for opportunities in mixed-use, office, retail, multifamily, logistics, and other more...

  • Management and Program Analyst

    Found in: beBee jobs US - 2 weeks ago

    Atlanta, Georgia, United States Department Of The Treasury Full time

    Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at Duties WHAT IS THE WAGE AND INVESTMENT DIVISION?A description of the business units can be found at: Vacancies will be filled in the following...

  • Client Team Senior Analyst

    Found in: beBee S US - 2 weeks ago

    Atlanta, United States Boston Consulting Group Full time

    WHAT YOU'LL DOThe North America (NAMR) Client Team provides analytical support and thought partnership to BCG’s leadership to make informed decisions around BCG’s client portfolio, investments, and profitability. Specifically, the NAMR client team is tasked with supporting:Increasing the ROI of our investmentsBuilding and developing our MDPs/Prs...

  • Community Development Real Estate Analyst

    6 days ago

    Atlanta, United States Invest Atlanta Full time

    Job DescriptionJob DescriptionCOMMUNITY DEVELOPMENT REAL ESTATE ANALYST                                                                                            JOB DESCRIPTIONThe Community Development Real Estate Analyst (REA) for Invest Atlanta provides underwriting, reporting, analysis, and programmatic...

  • Sales and Marketing Analyst

    6 days ago

    Atlanta, United States Airtower Networks Full time

    Sales and Marketing Analyst Airtower Networks, named one of America's Fastest-Growing Companies and one of the Hottest Companies in Washington DC by Inc. Magazine, delivers total managed services and mobile connectivity for commercial real estate, enterprise, healthcare, and government sectors. We are looking for a Sales Operations Analyst to support the...

  • M&A/Corporate Development Analyst

    6 days ago

    Atlanta, United States SENTA Partners Full time

    Description The M&A and Corporate Development Analyst will be primarily responsible for supporting the execution of the platforms' add-on growth strategy. The individual will be directly involved in supporting the Chief Development Officer in developing a robust pipeline of affiliation targets, financial and operational analytics and modeling, and...

  • Corporate Development Senior Analyst

    5 days ago

    Atlanta, United States CareerBuilder Full time

    Job Description Job Description BBM Academy is hiring a Senior Analyst for Corporate Development as a full-time job in Atlanta, GA. As a Senior Analyst of Corporate Development, you will assist in all aspects of the company's corporate development and growth efforts, including M&A and greenfield development opportunities. This individual must thrive in a...

  • Corporate Development Senior Analyst

    2 weeks ago

    Atlanta, United States Hueman PE Talent Solutions Full time

    Job DescriptionJob DescriptionBBM Academy is hiring a Senior Analyst for Corporate Development as a full-time job in Atlanta, GA. As a Senior Analyst of Corporate Development, you will assist in all aspects of the company's corporate development and growth efforts, including M&A and greenfield development opportunities. This individual must thrive in a...

  • Lead Financial Analyst

    6 days ago

    Atlanta, United States Intuit Full time

    The Mailchimp Financial Planning and Analysis (FP&A) team at Intuit is responsible for financial planning, forecasting, reporting and analysis. Mailchimp FP&A plays a unique and critical role in driving business decisions and optimizing financial outcomes. This Lead Financial Analyst will join the team responsible for the overall revenue forecast. In...