Corporate Finance Associate

Truist; Charlotte (NC); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Financial Corporation is seeking candidates for an Associate I/II role in Corporate Finance. The team sources deals across the Commercial Bank and guides transactions from idea generation through closing.

Regular full-time position based in Charlotte, NC with responsibilities spanning research, pitch development, and client interaction. The role emphasizes analytical skills, strong communication, leadership, and proficiency in Excel/PowerPoint.

Qualifications

• Bachelor’s degree required with 3+ years in financial services or related field (Associate I).
• 4+ years of related financial services work experience (Associate II).
• FINRA SIE, Series 79, and Series 63 or ability to attain within 120 days of start date.
• Strong analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Competitive drive, high work ethic, self-starter, and team orientation.
• Solid leadership and interpersonal skills.
• Highly adaptable with strong organizational and time management skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Conduct industry and company research to source prospect names.
• Develop pitch materials including industry and economic information.
• Contribute material for internal deal discussions and participate in calls.
• Generate customized industry content for internal/external use.
• Own basic client follow-up activities as appropriate.
• Track calling and marketing efforts; reinforce CRM usage with teams.
• Develop market, credit, and product understanding; enhance relationship management.
• Demonstrate growing industry knowledge and comfort with client interaction.
• Work with partners with minimal oversight and take ownership of projects.
• Provide strategic perspective to drive business growth in the industry.

Skills

Analytical skills

Written & verbal communication

Team-oriented

Leadership & interpersonal skills

Adaptability & time management

Excel & PowerPoint proficiency

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Truist Corporate Finance originates, structures and executes complex financing and capital structure transactions across the Commercial Bank, including leveraged buyouts, acquisition financings, recapitalizations and other transformative transactions involving founder and private equity owned companies. The team works across the full transaction lifecycle, from early-stage idea generation and evaluation through underwriting, diligence, internal approval, documentation and closing.

Essential Duties And Responsibilities

• Conduct industry and company research using available resources to source prospect names, develop and refine prospect lists in coordination with industry coverage team and partners
• 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
• Take ownership of basic client follow up activities as appropriate
• Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed
• 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, and a growing level of comfort with client interaction
• Effectively work with partners and teammates with little oversight, able to take ownership of projects
• Provide strategic perspective around industry expertise and initiatives that drive business growth

Required Qualifications: Associate I

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
• Three years of related financial services work experience
• FINRA licenses: Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date.
• 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
• Advanced proficiency in Microsoft Excel and PowerPoint

Required Qualifications: Associate II

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
• FINRA licenses: Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date.
• 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
• Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications

• Minimum GPA: 3.0

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. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

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