Truist Foundations & Endowments Specialty Practice Investment Associate II 

United States, Tennessee, Nashville-Davidson 

24677235

Regular or Temporary:

English (Required)

1st shift (United States of America)*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. Bachelor's 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