Truist Investment Strategy Senior Analyst 

United States, Georgia, Atlanta 

392888559

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