Institutional Investment Analyst I

Truist; Richmond (VA); On-site; USD 80,000 - 93,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist is seeking an Investment Analyst to partner with Senior Institutional Investment Managers and the Investment Advisory Group to support sophisticated advisory and portfolio management for institutional clients. The role focuses on portfolios with assets generally exceeding $25M and dealer trust services, delivering analysis, research, reporting, and client support.

The position emphasizes client retention, business development, fiduciary oversight, and policy implementation within Truist’s

Qualifications

• Bachelor’s degree in Business or related field; Series 65 licenses.
• 2+ years of investment management/trading or related experience.
• Strong communication and presentation skills.

Responsibilities

• Portfolio Management and Investment Analysis
• Institutional Client Servicing
• Business Development Support
• Investment Policy and Fiduciary Support
• Trading and Portfolio Implementation
• Dealer Trust Services Support
• Risk Management and Compliance
• Collaboration and Partnership

Skills

Presentation skills

Oral and written communication

Investment analysis

Education

Bachelor’s degree in Business or related field

Series 65 license

Job description

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Job Description

The Investment Analyst (IA) partners with Senior Institutional Investment Managers (SIIM) and the Investment Advisory Group (IAG) to support the delivery of sophisticated investment advisory and portfolio management services to institutional clients across the Truist footprint. The role supports a team focused on public, non-profit and private institutions with investable assets generally exceeding $25 million, as well as specialized Dealer Trust Services relationships. The Institutional Investment Analyst serves as a key investment resource, providing portfolio analysis, investment research, performance reporting, client presentation support, and ongoing portfolio management assistance. The position plays an integral role in client retention, business development, fiduciary oversight, investment policy implementation, and the delivery of a consistent institutional client experience.

Essential Duties and Responsibilities

• Portfolio Management and Investment Analysis
• Institutional Client Servicing
• Business Development Support
• Investment Policy and Fiduciary Support
• Trading and Portfolio Implementation
• Dealer Trust Services Support
• Risk Management and Compliance
• Collaboration and Partnership

The annual base salary for this position is $80,000 - $92,500

Required Qualifications

Bachelor’s degree in Business or a related field, or equivalent education and related training. Series 65 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.

Demonstrated understanding of the fundamentals of finance and investment theory. Possesses presentation skills as well as oral and written communication skills. 2+ years of investment management / trading or related experience. Ability to work on complex projects with minimal supervision.

Preferred Qualifications

Chartered Financial Analyst (CFA) certification [or progress towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP®, CIMA, CAIA

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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