Institutional Investment Analyst I: Portfolio Advisory

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

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