Fiduciary Operations Uhnw Analyst jobs at Truist

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. Develop and articulate comprehensive designs to all levels of management within the organization and obtain approval for proposed solutions.

2. Provide direction to Systems Analysts to gather, formulate, define and design efficient and effective solutions to the most complex business problems.

3. Provide thought-leadership for assigned projects and applications to developers, other system analysts, operations, and other Technology areas.

4. Analyze complex requirements, plan and design large-scale business applications, using techniques such as structured analysis, data modeling and information engineering, with the end goal of creating applications that are Easy, Simple, Fast, Safe, Secure and Stable.

5. Ensure user experience considerations are incorporated into solution requirements and design.

6. Provide team members and users with assistance solving the most complex application-related problems, such as malfunctions and difficult to identify program problems.

7. Utilize a risk-based approach in all duties to minimize deployment risks.

8. Develop, document and revise flow chart’s system design procedures, test procedures and quality standards.

9. Review and analyze applications, including performance results, to locate code problems.

11. Serve as project leaders for all sizes of systems projects.

12. Maintain an expert knowledge of testing documentation and execution skills.

13. Coordinate the installation of application enhancements/releases of net new applications of moderate complexity.

14. Expand or modify applications to serve new purposes or improve work flow.

15. Assess the usefulness of the most complex pre-developed application packages and adapt them to a user environment.

16. Maintain an expert business and operations knowledge of direct and associated clients in order to add value in analyzing complex and highly integrated projects.

17. Architect technical solutions to complex problems.

18. Research and debug complex technical problems.

19. Stay current with emerging technologies, their strengths and weaknesses and their application to business solutions.

20. Produce cost/benefit analysis for system improvements to support comparison of alternative solutions and provide recommendations.

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 Information Technology-related field, or equivalent education and related training

2. Ten years of experience and high proficiency with the following information technologies:

• Information security best practices

• IT performance/scalability principles

• Relational database technologies

• Principles of a service oriented architecture

• Mainframe, distributed, Web, and/or networking technologies

• Design tools and techniques

• Application development methodologies

• Technology testing and change implementation best practices

3. Excellent verbal and written communication skills

4. Strong collaborative and consultative skills

5. Ability to work independently or as a member of a team

6. Ability to lead, direct and train teams of Developers and Systems Analysts

Preferred Requirements:

2 – 3 years of Real Estate Lending Technology experience

Experience working with an ecosystem that includes vendor hosted and self-hosted applications.

Visual / Audio / Speaking

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.

Manual Dexterity / Keyboarding

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)

Regular or Temporary:

English (Required)

1st shift (United States of America)The Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. The Investment Analyst will typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 - $2 billion and revenue responsibility averaging $7.5 - $10 million.

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, 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.

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 120 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

Regular or Temporary:

English (Required)

1st shift (United States of America)The Credit Delivery Analyst is a two-year position. At the end of the two-year period, Analysts may be asked to remain in the role for an additional year.

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 Asset Securitization Structuring professionals.
2. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development.

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, and 63
3. Proven analytical ability and attention to detail
4. Solid leadership and interpersonal skills
5. Proven ability to work well in a fast-paced, team-oriented environment
6. Strong written and oral communication skills
7. 1 year of related work experience since graduation from an undergraduate program

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.2. Lead fact-driven analysis of the market, developing points of view and actionable recommendations that influence teams about top of mind client experiences.4. Lead research to support product findings and issue remediation.
5. Synthesize insights in a meaningful way to share with a cross-section of stakeholders and other partners throughout the organization.
6. Coordinate research with analysts across the organization to create and communicate a strong understanding of client insights and the competitive landscape.
7. Analyze, define, and communicate reporting requirements to cross-functional teams during the software development lifecycle.
8. Support the development of digital roadmaps that reflect client needs/gaps and teammate needs/gaps, as well as foundational technology capabilities and other digital enablers.

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 in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
2. Three or more years of banking, financial services, digital, or other relevant work experience
3. Two or more years of product, analysis, technology, and/or design experience
4. Comfortable managing concurrent projects in a fast-based, results-driven environment
5. Comfortable with ambiguity, leading work autonomously, and making independent decisions
6. Well-developed verbal and written communication skills
7. Well-developed analytical, decision-making, and problem-solving skills
8. Solid understanding of trends in technology and in the financial services industry
9. Ability to learn and translate technically complex concepts into business friendly terminology
10. Considerable tact, diplomacy, and people skills
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, to analyze and communicate complex information to business leadership

Preferred Qualifications:

2 Any experience/exposure to Adobe platforms

3 Marketing channel experience (website, offers, personalization)

Visual / Audio / Speaking

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.

Manual Dexterity / Keyboarding

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.

• 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)

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. Ability to manage a pipeline of leads and all related activities to ensure timely delivery or an optimal client experience.
2. Decision and evaluate applications within designated authority which includes acceptability of client and third party supplied documentation and services and verification of income/source of repayment.
3. Ability to analyze income and asset verification such as financial, cash flow, bank statements and tax returns.
4. Proactively work with other Default Teammates to deliver completed packages to our clients and/or partner in rendering decisions on accounts.
5. Provide excellent customer service to all internal and external clients utilizing strong oral and written communication.
6. Accurately completing documentation in all required systems, providing written correspondence if applicable. Provide support to the department/staff with non-calling activity. Support includes activities such as processing client requests, loan maintenance and required follow-up items.
7. Facilitates and provides resolutions for client escalations within established timeframes while informing management as appropriate.
8. Assist with special projects, department initiatives and additional duties, as assigned.
9. Train, mentor, and assist junior associates; facilitates more complex questions/scenarios; may provide feedback regarding performance.
10. Minimize risk by complying with Federal regulations, state laws, bank policy and procedures. Identify, mitigate, or communicate issues or concerns to appropriate parties. Update/review bank and/or departmental procedures to ensure they align with current policies and practices.

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. High School Education, College degree or equivalent work experience. Solid knowledge of consumer lending products, credit policy, applicable federal laws and regulations, loan documentation and
2. 4 years of consumer underwriting experience.
3. Demonstrate ability to analyze financial and cash flow statements and tax returns.
4. Provide evidence of strong communication, sales and negotiation skills and computer knowledge.
5. Detailed knowledge of real estate industry terminology and practices and ability to review and evaluate documents.
6. Ability to work independently with limited supervision.
Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements

Preferred Qualifications:

1.College degree or equivalent work experience.

2.5 years’ consumer underwriting experience in a centralized fast paced, customer service orientated team environment

3.Prior Loss Mitigation experience

4.Leadership experience