Truist Investment Analyst II 

United States, Florida, Miami 

494469453

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

• 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.
• 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.
• 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, SunTrust Advisory Services, 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.

Requirements

• Must have a Bachelor Degree’s in Finance or related degree with a concentration in Finance

• Must hold FINRA Series 63 & 65 Professional Licenses

• Must have 1 year of experience in finance or investment positions performing/utilizing the following:
  • Recommending investment strategies and discuss account details with clients/prospects
  • Financial modeling skills to compute various asset allocation scenarios
  • Developing proposals based on Capital Market Expectations
  • Monitoring accounts for allocation drift and made investment recommendations for account rebalancing and/or reallocation
  • Creating account management paperwork for internal compliance related items, including Investment Policy Statement, Dollar Cost Averaging Programs, and Letters of Direction
  • Utilizing experience with: Microsoft Office software products (Word, Excel, Outlook, PowerPoint), Factset, Morningstar, and Bloomberg Terminal.