Institutional Investment Analyst I — Portfolio & Client Advisory

Truist; Atlanta (GA); On-site; USD 80,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation and sick days

No discrimination / Equal opportunity

Job summary

Truist seeks a skilled Investment Analyst to partner with senior managers in delivering sophisticated investment advisory and portfolio management services for large institutional clients.

The role supports a team focused on assets exceeding $25 million, with emphasis on fiduciary oversight, investment policy execution, and client retention. Regular base salary ranges reflect market norms for experienced professionals in the Atlanta area.

Qualifications

• Bachelor’s degree in Business or related field; Series 65 licenses required.
• 2+ years of investment management or related experience.
• Proficient communication and presentation skills; ability to work on complex projects with minimal supervision.

Responsibilities

• Support portfolio management and investment analysis for institutional clients.
• Provide client servicing for institutional accounts.
• Assist business development through market insights and client interactions.
• Support investment policy implementation and fiduciary oversight.
• Execute trading and portfolio implementation activities.
• Support Dealer Trust Services relationships as needed.
• Contribute to risk management and regulatory compliance.
• Collaborate with teammates across groups to deliver a consistent client experience.

Skills

Portfolio management

Investment analysis

Client servicing

Business development

Regulatory compliance

Education

Bachelor’s degree in Business or related field

Series 65 licenses

Tools

Series 65 licenses

Job description

Truist seeks a skilled Investment Analyst to partner with senior managers in delivering sophisticated investment advisory and portfolio management services for large institutional clients.

The role supports a team focused on assets exceeding $25 million, with emphasis on fiduciary oversight, investment policy execution, and client retention. Regular base salary ranges reflect market norms for experienced professionals in the Atlanta area.