Institutional Investment Analyst I

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

The Investment Analyst (IA) partners with Senior Institutional Investment Managers (SIIM) and the Investment Advisory Group (IAG) to support the delivery of sophisticated investment advisory and portfolio management services to institutional clients across the Truist footprint. The role supports a team focused on public non-profit and private institutions with investable assets generally exceeding $25 million as well as specialized Dealer Trust Services relationships.
The Institutional Investment Analyst serves as a key investment resource providing portfolio analysis investment research performance reporting client presentation support and ongoing portfolio management assistance. The position plays an integral role in client retention business development fiduciary oversight investment policy implementation and the delivery of a consistent institutional client experience.

Essential Duties and Responsibilities

The following is a summary of the primary responsibilities associated with this role. Additional duties may be assigned as business needs evolve.

1. Portfolio Management and Investment Analysis

Support Senior Institutional Investment Managers in the construction implementation monitoring and maintenance of institutional investment portfolios. Conduct investment analysis portfolio reviews asset allocation assessments manager due diligence and performance evaluations to help ensure portfolios remain aligned with client objectives and investment policy guidelines.

2. Institutional Client Servicing

Prepare institutional investment reviews committee materials performance reports and market commentary for clients. Participate in client meetings investment committee presentations and ongoing client communications while assisting in the delivery of advice-driven investment solutions.

3. Business Development Support

Partner with Senior Institutional Investment Managers in new business development efforts by analyzing prospective client portfolios preparing investment recommendations conducting comparative portfolio analyses and developing presentation materials for prospect and finalist meetings.

4. Investment Policy and Fiduciary Support

Assist in the development implementation and ongoing monitoring of Investment Policy Statements (IPS). Identify portfolio variances relative to investment objectives risk parameters and policy guidelines and work with Senior Institutional Investment Managers to recommend appropriate actions.

5. Trading and Portfolio Implementation

Support portfolio implementation activities including trading execution cash management rebalancing manager transitions and investment strategy updates. Ensure all activities are completed in accordance with Truist policies fiduciary standards and applicable regulatory requirements.

6. Dealer Trust Services Support

Provide specialized analytical and portfolio support for Dealer Trust Services relationships including investment reporting cash flow analysis portfolio implementation performance monitoring and client communications related to dealer reserve and trust investment programs.

7. Risk Management and Compliance

Actively participate in risk management and compliance activities by maintaining appropriate documentation supporting account reviews monitoring adherence to client guidelines and ensuring compliance with Truist policies regulatory requirements and fiduciary responsibilities.

8. Collaboration and Partnership

Work closely with Senior Institutional Investment Managers the Investment Advisory Group Wealth teammates Product Specialists Compliance Operations and other partners to deliver integrated solutions and a high-quality client experience.

The annual base salary for this position is $80000 - $92500

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.

Bachelors 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 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.

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