המקום בו המומחים והחברות הטובות ביותר נפגשים
Regular or Temporary:
English (Required)
1st shift (United States of America)
Essential duties & responsibilities:
Responsible for partnering in the development of capital market assumptions and strategic portfolios as well as contributing to tactical portfolios/guidance.
Develops asset allocation and portfolio construction recommendations using quantitative and qualitative research and analysis; conduct research studies incorporating long-term and short-term themes and market dynamics.
Develop and maintain research frameworks and models for the coverage and recommendations of specific equity, fixed income, and non-traditional asset classes and strategies. Ongoing evaluation of investable asset class coverage, portfolio analysis, and actionable IAG portfolio ideas.
Experience with global capital markets including conducting research and understanding key market drivers of international markets.
Work alongside portfolio construction and manager due diligence teammates to conduct qualitative and quantitative (ratio, risk, and performance analyses) manager analysis to make manager recommendations for strategy portfolios.
Contributes to communicating IAG’s investment outlook through written publications. Write or co-author timely asset class articles and topical papers consistent with overall strategy.
Actively contribute and participate in strategy meetings with supporting documentation and rationale.
Ongoing support and presentations to advisors relating to macro trends, investment strategy, process and custom analysis.
Travels up to 20% of the time delivering investment strategy and IAG capability presentations for client events, public events, panels and business development.
Lead IAG projects aimed at accomplishing broad, long-term objectives such as enhancing wealth management services, increasing revenue, improving quality and/or efficiency, and advancing technological development.
Involved in aspects of trading and review.
May manage junior members of the broader team.
An exciting, high-exposure position within Truist Wealth for professionals with capital markets and asset allocation 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.
Bachelor’s degree required
7 to 10 years of macro, asset allocation, portfolio construction, or related experience
Broad knowledge of global macro, investment and market-related conceptsStrong quantitative, statistical, and excel skills
Strong presentation and writing skills and experience in publishing
Travel up to 20% of time
Expert technical systems knowledge
Series 65 License (must obtain within 100 days of start date)
Preferred Qualifications:
Advanced degree and/or CFA/CAIA designation strongly preferred
Preferred: 10+ years of macro, asset allocation, portfolio construction, or related experience for the overall firm/organizational level
Experience formulating Capital Markets Assumptionsfor the overall firm/organizational level
Developing strategic and tactical asset allocation guidancefor the overall firm/organizational level
Prior experience in writing and presenting on macro strategy, asset allocation, and investments for the overall firm/organizational level
Proven and competitive investment track record
Ability to translate complex analytical information into understandable terms for investment advisors, clients and other audiences
Experience with investment research tools such as FactSet, Bloomberg, Thompson One, and Haver Analytics and highly skilled in MS Office PowerPoint and Excel
Media experience
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