FESP Institutional Investment Advisor II
FESP Institutional Investment Advisor II
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Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
JOB SUMMARYSummarize in one or two sentences the major purpose and responsibility of the job. This section provides a highlevel description of why the job exists. (Use imperatives i.e. use Manage instead of Manages)
The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to overall practice best thinking investment solutions and guides the implementation of strategic and tactical investment strategies in coordination with other senior team leaders. Works with the most sophisticated and demanding national caliber clients. Oversees the development of investment policy guidelines. Develops and maintains a pronounced public profile as a leader in the not for profit community in respective geographies and seeks to become a Center of Influence for the benefit of the practice. May include supervisory duties for investment support staff.
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.
Senior member of team with highly evolved investment skills who can devise implement and communicate effective investment strategies for complex sophisticated Outsourced Chief Investment Officer (OCIO) clients. A superior communicator and presenter who can build confidence in with the most demanding clients. Able to develop and maintain robust client relationships and cultivate constituents among client staff and board members. Responsibilities will be generally evenly divided between:
* Serving as an investment thought leader;
* A highlevel client service contact;
* A cultivator of developing relationships; and
* A leader in new business presentations.
Core Responsibilities will be focused but not limited to servicing client and investor advisory solutions including:
* High capacity for independent critical thinking applied to developing differentiated investment solutions;
* Very strong presentation and quantitative explanatory capabilities to develop an investment narrative;
* Very highly developed intellectual framework to interact with internal and external partners in a manner that inspires confidence.
May have broader practicewide responsibilities as a thought leader in areas of investment topics and best communication practices such as:
* Development of and contribution to practice team best thinking on investment strategies and communications approaches related to investment markets;
* Cultivation of existing and new relationships to expand practice opportunities within geographic markets and participation in new business process and presentations;
* Management and oversight of complex investment portfolios and Face to face client interaction to strengthen relationship and communicate strategic positioning and investment outcomes; and
* Providing leadership for deal team in new business opportunities.
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.
1. Bachelors Degree
2. 10 or more years of Institutional Investment Management experience
3. Experience dealing with Csuitelevel clients and leadership of not for profit boards and committees
4. Strong communication skills (written and verbal) excellent presentation analytic and quantitative reasoning skills
5. Proficiency in Microsoft Excel and PowerPoint
6. Strong understanding of Institutional Investment Management trends
7. Effective time and personal management
Preferred Qualifications:
1. Graduate degree in economics finance accounting or related business field or professional designation
2. 15 or more year of Institutional Investment Management experience
3. Attainment of CFA or CIMA designation strongly preferred
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 offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred 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 fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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 nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist 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.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
