Corporate Finance Analyst

Truist; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Truist is seeking an Analyst to support leaders and teams with research, analysis, and development of materials for sales and projects.

You will conduct industry and market research to build prospect lists, create customized content for internal and external audiences, and track outreach in the CRM to support the coverage team. Strong Excel and PowerPoint skills, plus a business mindset, are essential.

Qualifications

• Bachelor's degree.
• Strong analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Competitive drive and high work ethic, self-starter, team-oriented.
• Solid leadership and interpersonal skills.
• High level of adaptability and flexibility with strong organizational and time management skills.
• Some understanding of business.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Conduct industry, market and company research to source prospect names and develop lists in coordination with leadership team.
• Develop project materials including industry, market and company information.
• Generate customized sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforcing CRM usage with the coverage team.
• Build understanding of the market, credit, and products, and strengthen relationship management skills.

Skills

Analytical skills

Written & verbal communication

Self-starter

Team-oriented

Leadership

Time management

Business understanding

Adaptability

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Job description

Job Position

Provide support to and strengthen the effectiveness of leaders and teams to which analyst is primarily aligned. Responsible for providing research and analysis, development of related materials, and management of sales pipeline or other projects.

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. Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.

2. Develop project materials including industry, market and company specific and general economic information.

3. Generate customized specific sales or project content for internal and external purposes.

4. Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.

5. Build upon foundational understanding of the market, credit, and products as well as relationship management skills.

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

Strong analytical skills and attention to detail

Strong written and verbal communication skills

Competitive drive and high work ethic, self-starter, team-oriented

Solid leadership and interpersonal skills

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

Some understanding of business

Advanced proficiency in Microsoft Excel and PowerPoint

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.