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20.03.2024
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Truist Investment Analyst United States, Georgia, Atlanta
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...
Oversee a trading book as a Senior trader and generate revenues and manage risk for the respective business. Build and maintain a franchise and connect with key clients. Coordinate with...
Maintain complex and detailed calendars. Screen incoming calls and determine the level of priority, while using caution in dispensing information. Manage the coordination and logistics of both internal and external...
Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc). Working with J.P. Morgan product and sector teams. Building...
:The Investment Managementis responsible for supporting the Financial Advisor(s) and/or Advisorfor each client. Deliver full range of investment products andacross the enterprise ensuringto client goals and strategies while leveraging specialists...
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Analyzing market data, building detailed financial models and preparing client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory. Participating in client merger and acquisitions and capital markets...
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...
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