Investment Analyst I: Wealth Portfolio Strategy

Truist

Tampa (FL)

On-site

USD 90,000 - 140,000

Full time

3 days ago

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Benefits offered by this job

Health, dental, vision insurance

401k plan

Paid vacation and sick days

Disability insurance

Job summary

The Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group (IAG) to assist in delivering Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM.

The IA will typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 - $2 billion and revenue responsibility averaging $7.5 - $10 million.

Qualifications

Bachelor’s degree in Business or related field.
2+ years of investment management / trading or related experience.
Passion for finance; strong written and oral communication skills.

Responsibilities

Propose, construct, and monitor client-specific investment strategies and solutions.
Assist in daily trading activities in discretionary, non-discretionary, and trust portfolios.
Develop Investment Policy Statements and transition new clients into ongoing management.
Prepare regular investment reviews and client presentations.
Support onboarding and interact with Truist wealth teammates for risk management.