Foundations & Endowments Specialty Practice Investment Associate II
Foundations & Endowments Specialty Practice Investment Associate 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:
*This is an in-office position*Summarize in one or two sentences the major purpose and responsibility of the job. This section provides a high-level description of why the job exists. (Use imperatives i.e. use Manage instead of Manages)
The Foundations & Endowments Specialty Practice (FESP) Investment Associate 2 provides support to Foundations & Endowments senior investment leaders in developing and producing analytic and client reporting materials team best-thinking investment solutions thought leadership materials and customized client investment policy solutions. May develop into client facing role depending upon practice resource needs and demonstrated success in communicating effectively regarding investment and client-related topics.
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.
Core Responsibilities will be focused but not limited to servicing clients which includes:
* Developing presentation capabilities that can be tuned to deliver audience-appropriate messaging
* Creativity and ingenuity in developing and delivering key points of differentiation related to the portfolio characteristics and performance patterns and results
* Eagerness to reach out to develop relationships beyond the formal meeting framework
* Assisting in the management and oversight of complex investment portfolios
* Face-to-face client interaction to strengthen relationship and communicate strategic positioning and investment outcomes
* Knowledge in Investment manager research and diligence
* Bespoke analytic reporting and projects experience
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. 6 or more years of investment or relevant business experience
3. Strong communication skills (written and verbal) analytic and quantitative reasoning skills
4. Proficiency in Microsoft Excel and PowerPoint
5. Very strong organizational skills detail-oriented with the ability to work on numerous tasks simultaneously
6. Ability to work in collaborative environment
Preferred Qualifications:
1. Undergraduate degree in economics finance accounting or related field
2. Progress toward CFA or CIMA designation strongly preferred
3. Portfolio management of trust and investment management accounts
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 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. 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 non-temporary position for which you apply based on full-time or part-time 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 E-Verify
Required Experience:
IC
Employment Type
Full-Time
