Investment Banking Capital Markets Strategic jobs at Truist in United States, Atlanta

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

• Develop, own, and execute against a standard process to track market trends and the competitive environment to inform strategic planning; produce relevant summaries when applicable.
• Own and facilitate the gathering of content for monthly business reviews to accurately capture financial performance, sales effectiveness, talent management, and progress against strategic priorities; will involve working with finance and business partners to ensure content is relevant and accurate
• Assist in the execution and project management of top priority initiatives within Global Asset Finance to include defining logistics and approaches needed to operationalize business strategies, maintaining thorough project plans, and ensuring all participants are organized and aligned on execution plans; requires the ability to be a meaningful contributor to complex, cross-functional initiatives that accelerate performance and results
• Understand strategic business goals, identify what data points are needed to inform how to achieve business goals (e.g., benchmarks, industry trends, internal operating and financial data), then gather and synthesize data to inform decision making and measure results.

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.

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.

• Strong academic credentials – college degree or equivalent education and related training or experience
• 2-5 years of experience within consulting, business management, or financial services organization
• Ability to present data and business considerations in a structured manner.
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.

Preferred Qualifications:

• Background in financial services / banking industry
• Project Management and/or Business Analyst experience
• Strong analytical skills with high attention to detail and accuracy
• Ability to summarize complex, detailed analysis into executive-level summarize
• Ability to lead by influence (relationship building).
• MBA preferred

Regular or Temporary:

English (Required)

1st shift (United States of America)Provide multifamily commercial real estate mortgage loan and borrower credit analysis including loan sizing and underwriting in support of recommendations to the Credit Risk Management team. Participate in underwriting and due diligence and contribute to recommendations for credit authorities regarding final deal terms and structure. The Underwriter will be proficient with Fannie Mae and Freddie Mac (the “Agencies”) Guide and Underwriting requirements, able to collaborate in a high production environment, and may have expertise in specialized areas such as Affordable Lending.

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.

1. Obtain and analyze data from property owners, borrowers, lenders and third party sources needed to prepare mortgage loan submissions in compliance with Agency standards. Analyze documents including leases, sales contracts, income and expense statements, surveys, borrower financial statements, articles of incorporation, partnership agreements, deeds, easements, environmental reports, property condition reports, appraisals, title policies, deeds of trust, notes, mortgage loan commitments, lender checklists, lender loan program requirements, real estate market reports, comparable sales, capitalization rate and vacancy rates surveys, and specialized documents such as tax abatements, HAP contracts, and affordable due diligence documentation.
2. Execute the due diligence process including maintaining deal files, organizing and tracking due diligence items, creating and updating deal checklists, and coordinating with Closing to facilitate funding and delivery.
3. Inspect properties and recommend conclusions as to the physical and economic conditions of the property, its immediate area, neighborhood and city, as well as comparable properties. Document findings with presentations including maps and aerials in support of conclusions.
4. Order, review and interpret all third party reports including property appraisals, physical needs assessments, and environmental reports, confirming their adherence to agency requirements.
5. Analyze the borrower’s legal structure and financial statements in light of property and market circumstances, Agency and Truist requirements. More specifically, perform thorough credit and financial analysis of Borrower Entities, Key Principals, and Principals, assuring that applicable Know Your Customer standards are applied.
6. Ensure credit risk issues are appropriately mitigated and significant concerns are discussed as appropriate with the Deputy Chief Underwriter or Chief Underwriter.
7. Ensure all information reflected in underwriter’s narrative is accurate, that material factors (strengths, weaknesses and mitigants) affecting the transaction are adequately discussed and that all credit decisions proposed in the underwriting of the loan are properly supported. Such determinations take into consideration the stability of the NOI, loan structure, property condition, rental market, project history, credit worthiness and relevant experience of the borrower, key principals, principals and sponsors and the overall expectations for refinancing the project at the end of the loan.
8. Understand specific Agency Guide requirements, review and stay abreast of the Agency guide changes and pricing changes.
9. Prepare loan submission packages in compliance with Agency Guide and internal requirements.
10. Assist the Deputy Chief Underwriter in completing all underwriting aspects of the final loan delivery package.

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. Bachelor’s degree in related field or equivalent education and related experience
2. Proficient level of computer skills, including strong abilities with Microsoft products such as Excel, Word, PowerPoint, etc. and their related applications
3. High attention to detail, highly organized and ability to meet deadlines
4. Ability to simultaneously handle a variety of assignments
5. Excellent written and verbal skills
6. Ability to take initiative with minimal direction
7. Ability to travel, occasionally overnight

Preferred Qualifications:

1. Experience in multifamily lending with a strong preference for demonstrated knowledge and experience in specialized programs such as Fannie Mae DUS and Freddie Mac Optigo
2. Strong technical skills in underwriting, structuring, pricing and closing complex multifamily deals

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.
3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB.
4. Additional responsibilities on internal client management duties as specified by manager and team.

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. BA/BS degree
2. Licenses: Series 7 or 79, 63
3. 4 years of related work experience
4. Strong knowledge of investment banking, market, industry sector, and/or financial products
5. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
6. Strong organizational and leadership skills
7. Advanced skills in written and oral communications, and interpersonal relationship management
8. Solid analytical and sales skills

Preferred Qualifications:

1. MBA degree, with a Finance focus
2. 6 years of related work-related experience

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

1. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth.
2. Leads support work, business development and/or product/client relationship management.
3. Assists in the generation of ideas and strategies for new business opportunities.
4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation.
5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, helping sell product and advisory ideas internally and externally, and managing resolution of complex client transaction issues
6. May supervise junior staff (i.e., Associates, Analysts, and interns) by assigning and overseeing their day-to-day work.
7. Manages highly complex financial and investor analyses, pitch-book production and development, and client relationship projects.

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. BA/BS degree
2. Licenses: Series 7, 79, 63
3. 7-10 years of related work experience
4. In-depth knowledge of investment banking, equity markets, industry sector and/or financial products
5. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
6. Superior skills in written and oral communications

1. MBA degree, with a Finance focus
2. 7-10 years of related work experience
3. 2-4 years of management experience

The base salary for this position is $275K (VP)/ $300K (Director).

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

1. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.

2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
4. Build in and maintain security controls and monitoring in support of company standards.
5. Typically lead moderately complex projects and participate in larger, more complex initiatives.
6. Solve complex technical and operational problems. Act as a resource for teammates with less experience
7. May oversee the work of a small team.
8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.

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. Bachelor’s Degree and four to seven years of experience or equivalent education and software engineering training or experience
2. In-depth knowledge in information systems and ability to identify, apply, and implement IT best practices
3. Understanding of key business processes and competitive strategies related to the IT function
4. Ability to plan and manage projects and solve complex problems by applying best practices
5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information

Preferred Qualifications:

1. College degree in Computer Science, math or related field of study1. Bachelor’s degree in computer science, computer engineering or related degree and eight years of experience or an equivalent combination of education and work experience

2. Knowledge of specific applications, technology platforms, programming languages, systems, or business segments

3. Banking or financial services experience. Knowledge of one or more of the following: Solid foundation in data structures, algorithms, and software design with strong analytical and debugging skills

4. Professional experience building high-quality apps or services from the ground up and scaling at an enterprise level

5. Experience with Mainframe technologies, such as JCL, COBOL, VSAM, DB2, SAS, SORT, REXX, IAM

6. Solid knowledge of relational database design and development (SQL, stored procedures, data modeling)

7. Experience with messaging systems (i.e., MQ)

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

• Provide comprehensive and customized project management support to HCBE team for strategic HR COE initiatives such as performance management, talent management, and change management programs and processes.

• Create advanced presentations on HR processes and programs for use with business executives.

• Create and execute implementation and customized communication plans for business unit HR initiatives.

• Work independently and follow project management disciplines.

• Support special HR projects as appropriate, which typically will include audits, merger and acquisition (M&A) activity, divestitures and internal HR project teams.

• Establishes and maintains relationships with all stakeholders.

• Performs risk management to minimize project risks. Identifies/resolves obstacles to completing project on time and within budget.

• Creates and maintains comprehensive project documentation. Identifies and resolves difficult complex issues, reports and escalates to management as needed.

• Serves as an individual contributor with responsibility in a professional or technical discipline or specialty.

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 a relevant field, or an equivalent combination of education and work experience.

• 5-7 years progressive related experience in either a consulting, project management or process improvement related role.

• Expert-level understanding of project management framework and methodologies.

• Highly developed skills and experience in developing and implementing processes, standards and operational plans that will have an impact on the achievement of functional results.

• Proven leadership in the implementation of complex projects, issue resolution, communication, interpersonal and negotiation skills.

• The ability to communicate with and influence others, conduct difficult negotiations and manage to stringent timelines for project deliverables.

• Expert-level cost and risk management skills. Demonstrated advanced understanding of business and technology organization, resources, priorities, needs and policies.

• Proven ability to make decisions under pressure and bring clarity to ambiguous assignments. Demonstrated ability to effectively manage time, delegate and problem-solve. Advanced working knowledge of business matters, finance, planning, and forecasting.

Preferred Qualifications:

• 5 years of experience as a Human Resources professional.

• Ability to perform and understand basic statistics and data analyses.

• Experience working in the financial services industry.

Regular or Temporary:

English (Required)

1st shift (United States of America)
closely with Relationship Managers and the Industry Specialist to vet and prioritize opportunities, deliver market-relevant materials, and
manage pipeline activity. The Associate serves as a key point of contact in client engagements and internal deal discussions, withthrough analysis, strong communication, and strategic coordination.

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.

- Develop pitch materials including industry specific and general economic information

- Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls

- Generate customized industry-specific content for internal and external purposes

- Partner with RMs to deliver on value proposition; demonstrate growing comfort level with client interactions; may own less-complexity opportunities on behalf of RM.

- Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy

- Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation

- Require less oversight and direction from assigned RM or team; effectively work with partners and teammates with greater independence, able to take ownership of projects

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

- Four years of related financial services work experience

- Strong analytical skills and attention to detail

- Strong written and verbal communication skills

- Solid leadership and interpersonal skills

- High level of adaptability and flexibility with strong organizational and time management skills

- Advanced proficiency in Microsoft Excel and PowerPoint

- Minimum GPA: 3.0

- Demonstrated work experience in finance or related field