Investment Analyst I

About the role

The Investment Analyst (IA) works with Investment Managers and the Investment Advisory Group (IAG) to deliver Investment Management Services to Truist Wealth clients generally having $5mm+ in AUM. The IA typically partners with at least two 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.

Responsibilities

• Assist Investment Managers in acquiring prospective clients through comprehensive analysis of complex outside portfolios and preparation of presentations.
• 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.
• Perform daily trading activities in discretionary, non‑discretionary, and trust‑based portfolios while adhering to and documenting compliance with Truist, SunTrust Advisory Services, and relevant regulatory policies.
• Monitor client portfolios against investment policy statements, identify variances, and collaborate with Investment Managers and compliance to address them.
• Support client onboarding, develop Investment Policy