Investment Analyst I: Wealth Management & Client Strategy

Truist; Washington; On-site; USD 80,000 - 93,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Job summary

Truist Wealth is seeking an Investment Analyst to support Investment Managers and the Investment Advisory Group in delivering investment management services to high-net-worth clients. The role involves client onboarding, strategy formulation, and ongoing portfolio review for roughly 100-150 relationships with $1–$2 billion AUM.

You will collaborate on investment decisions, monitor portfolios against policy statements, and assist with daily trading activities while ensuring compliance with Truist

Qualifications

• Bachelor’s degree in Business or related field; Series 65 licenses; 60 days to transfer, or 100 days to acquire registrations.
• Finance fundamentals understood; strong presentation and oral/written communication skills.
• 2+ years of investment management/trading or related experience.
• Ability to work on complex projects with minimal supervision.

Responsibilities

• Assist Investment Managers in acquiring prospective clients through analysis of portfolios and presentations.
• Propose, construct, and monitor client-specific investment strategies.
• Make proactive recommendations to Investment Managers and clients.
• Assist with daily trading activities in discretionary and non-discretionary portfolios, ensuring compliance.
• Monitor client portfolios relative to their investment policy statement with compliance.
• Assist onboarding and develop Investment Policy Statements for clients.
• Develop and advise on investment recommendations and transition new clients into ongoing portfolio management.
• Prepare regular investment reviews and adjust strategies to meet client goals.
• Attend client meetings and participate in presentations; engage in risk management.

Skills

Investment management

Presentation skills

Oral and written communication

Finance fundamentals

Complex projects

Education

Bachelor’s degree in Business or related field

Series 65 licenses

CFA certification

MBA

CFP

CIMA

CAIA

Job description

Truist Wealth is seeking an Investment Analyst to support Investment Managers and the Investment Advisory Group in delivering investment management services to high-net-worth clients. The role involves client onboarding, strategy formulation, and ongoing portfolio review for roughly 100-150 relationships with $1–$2 billion AUM.

You will collaborate on investment decisions, monitor portfolios against policy statements, and assist with daily trading activities while ensuring compliance with Truist