Investment Analyst I: Wealth Strategy & Client Impact

Truist; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Vacation days

Job summary

Truist Wealth seeks an Investment Analyst to work with Investment Managers and the IAG, supporting delivery of investment management services for high-net-worth clients. You will analyze complex portfolios, craft investment recommendations, and help manage a portfolio of relationships across trust and advisory services.

The role emphasizes collaboration with the investment team, client onboarding, and active participation in investment reviews to help client goals and risk management.

Qualifications

• Bachelor's degree in Business or related field; Series 65 license required.
• 2+ years in investment management/trading or related experience.
• Strong finance and investment theory fundamentals; clear communication skills.

Responsibilities

• Assist Investment Managers in acquiring prospective clients through analysis of portfolios.
• Propose and monitor client-specific, advice-driven investment strategies.
• Participate in daily trading activities and ensure compliance with policies.
• Develop Investment Policy Statements and conduct regular client reviews.
• Support onboarding and coordinate client communications with wealth teammates.

Skills

presentation skills

oral communication

written communication

investment management

trading

financial analysis

Education

Bachelor's degree in Business or related field

Series 65 license

CFA certification (or progress)

MBA (or progress)

Job description

Truist Wealth seeks an Investment Analyst to work with Investment Managers and the IAG, supporting delivery of investment management services for high-net-worth clients. You will analyze complex portfolios, craft investment recommendations, and help manage a portfolio of relationships across trust and advisory services.

The role emphasizes collaboration with the investment team, client onboarding, and active participation in investment reviews to help client goals and risk management.