דרושים Healthcare Investment Banking Associate ב-Truist ב-United States, Georgia, Atlanta

Regular or Temporary:

English (Required)

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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.
3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB.
4. Additional responsibilities on internal client management duties as specified by manager and team.

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 or 79, 63
3. 4 years of related work experience
4. Strong knowledge of investment banking, market, industry sector, and/or financial products
5. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
6. Strong organizational and leadership skills
7. Advanced skills in written and oral communications, and interpersonal relationship management
8. Solid analytical and sales skills

Preferred Qualifications:

1. MBA degree, with a Finance focus
2. 6 years of related work-related experience

Regular or Temporary:

English (Required)

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.
5. Continuously acts as a culture champion that is aligned with Truist’ s Purpose, Mission and Values
8. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
9. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices
10. Using sound judgment on expense and operational efficiency
11. Participate and complete in all required in-person, on-line and virtual training sessions.
12. It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate.

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 required with an overall minimum 3.0 GPA
2. Great networking business development and relationship building skills
3. Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented
4. Excellent verbal, written and presentation skills
5. Must successfully obtain and maintain the following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable
6. FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed
7. Ability to thrive and actively participate on a team
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:
1. Bachelor's Degree in Business, Finance or Economics

The annual base salary for this position is 112,000 - $140,000.

Additional incentive pay is available for this position.

Regular or Temporary:

English (Required)

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.

Answer inbound client calls timely, accurately, professionally and courteously. Maintain required performance standards in quality, attendance, promptness and identifying client needs. Assist in the resolution of client needs. Ensure the security of client information and assist with minimizing bank losses by performing client authentication on each inquiry. Identify possible identity theft and fraud and escalate as appropriate. Accurately identify and track the call reason for solving client needs, support ongoing teammate training, forecasting and trending purposes. Engage with clients to understand their needs and leverage Truist products and services to best meet client expectations.

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.

High school diploma or GEDStrong communication (verbal and written) and interpersonal skills to fully identify client need’s and resolve them with minimal client effort Ability to work with confidential information in a professional manner Ability to adapt to change and work in a fast paced environment Basic computer navigation and keyboarding skills, including ability to multi-task wand navigate between multiple systems

Regular or Temporary:

English (Required)

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 banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth.
2. Leads support work, business development and/or product/client relationship management.
3. Assists in the generation of ideas and strategies for new business opportunities.
4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation.
5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, helping sell product and advisory ideas internally and externally, and managing resolution of complex client transaction issues
6. May supervise junior staff (i.e., Associates, Analysts, and interns) by assigning and overseeing their day-to-day work.
7. Manages highly complex financial and investor analyses, pitch-book production and development, and client relationship projects.

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, 63
3. 7-10 years of related work experience
4. In-depth knowledge of investment banking, equity markets, industry sector and/or financial products
5. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
6. Superior skills in written and oral communications

1. MBA degree, with a Finance focus
2. 7-10 years of related work experience
3. 2-4 years of management experience

The base salary for this position is $275K (VP)/ $300K (Director).

Regular or Temporary:

English (Required)

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. Professionally greet clients via telephone and those entering the branch and provide timely and effective assistance or direct them to proper branch personnel.
2. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
3. Help keep track of upcoming client appointments, task follow-up, IRM referrals, etc.
4. Assist Financial Advisor with marketing requests and event planning.
5. Set up and maintain necessary files and records as determined by the Financial Advisor.
6. Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
7. Assist Financial Advisor with any other special projects as they arise.

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.
1. High school diploma or equivalent education and related training.
2. Excellent verbal and written communication skills.
3. Ability to use office equipment as required (copier, fax, etc.)
4. Demonstrated attention to detail and strong organizational skills.
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:
1. Currently enrolled in an associate or bachelor’s degree program in business, accounting, finance, or banking.
2. Knowledge of securities markets and brokerage accounts.

Regular or Temporary:

English (Required)

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.

Underwriting:leads the entire commercial underwriting process both internally and sometimes externally with prospects and clients. Underwrites, structures, and documents all prospect and client transactions. Possesses a mastery of client and industry expertise, analyzes individual company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of clients and prospects. Provides independent, in-depth analysis of financial statements, projections and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank’s suite of ancillary products, including legal documentation impact and negotiation. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings

Client Interaction:expands client relationships through occasional direct client calling efforts. In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria.

Deal Team Management:Expected to manage these tasks by utilizing assigned Associates and Analysts. Mentors and coaches Associates and Analysts including annual performance review process for Analysts and Associates.

Problem Complexity:Very Complex. Underwriters & Portfolio Manager 2s will be assigned to some of the more complex names and potentially larger portfolios.

Leadership / Influencing / Negotiating / Persuading:Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate.

Project or Program Management:Must be able to handle a large portfolio of Middle Market clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole.

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 Finance or related field and at least 7+years of related training and experience in commercial credit analysis.
• Mastery level proficiency with MS Office Desktop applications.
• Strong interpersonal skills and solid written/verbal communication are essential.
• Sound credit skills essential.
• Must have strong attention to detail.
• Ability to prioritize workflow and multi-task in a fast-paced environment.

Preferred Qualifications:

• Has successfully held similar role with commercial financial institution or like experience.
• Industry or sub-sector expertise.
• Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino

Regular or Temporary:

English (Required)

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.

- Develop pitch materials including industry specific and general economic information

- Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls

- Generate customized industry-specific content for internal and external purposes

- Partner with RMs to deliver on value proposition; demonstrate growing comfort level with client interactions; may own less-complexity opportunities on behalf of RM.

- Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy

- Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation

- Require less oversight and direction from assigned RM or team; effectively work with partners and teammates with greater independence, able to take ownership of projects

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

- Four years of related financial services work experience

- Strong analytical skills and attention to detail

- Strong written and verbal communication skills

- Solid leadership and interpersonal skills

- High level of adaptability and flexibility with strong organizational and time management skills

- Advanced proficiency in Microsoft Excel and PowerPoint

- Minimum GPA: 3.0

- Demonstrated work experience in finance or related field