Investment Portfolio Analyst I

Truist; Charlotte (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to join their team in managing a substantial securities portfolio. This role involves working closely with senior management and other departments to analyze financial data and support investment decisions. The ideal candidate will possess strong analytical skills, proficiency in MS Excel, and a keen interest in financial markets. You'll have the opportunity to contribute to significant projects while enjoying a comprehensive benefits package, including medical, dental, and retirement plans. If you're ready to take your career to the next level in a dynamic environment, this position is for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Sick Days

Paid Holidays

Qualifications

• 1-2 years of treasury or market experience preferred.
• Ability to interact with all levels of management.

Responsibilities

• Assist in managing a $150 billion securities portfolio.
• Generate risk metrics and compile presentations.
• Monitor markets and assist traders with analysis.

Skills

Analytical Skills

Financial Markets Knowledge

MS Excel Proficiency

Communication Skills

Organizational Skills

Education

Bachelor’s degree in Finance

MBA or equivalent

Tools

S&P Capital IQ

Bloomberg

MS Office Applications

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This position will report to the Senior Investment Portfolio Manager and will work closely with other team members across Corporate Treasury as well as other stakeholders throughout the organization. Actively assist in the day to day management of the bank’s proprietary :$150 billion securities portfolio of fixed income investments which provides stable income, liquidity, interest rate risk management and capital management objectives on behalf of Market Risk, Liquidity, and Capital Committee (MRLCC) . Provide support to Corporate Treasury in meeting its overall objectives.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Assist senior management in making sound investment decisions in achieving objectives
• Perform wide range of analytical processes involving securities and strategies being evaluated for the investment portfolio
• Generate month end portfolio risk metrics to create Spot, Shock, and Cash Flow reporting via SAS processing. Compile MRLCC presentation based on results
• Utilize S&P Capital IQ (SNL) platform, and other financial data sources, to provide in depth peer securities portfolio and balance sheet analysis
• Keep policies and procedures current and manage work flows in Policy & Procedure Management
• Monitor markets – rates, monetary / fiscal policy, dealer research, mortgage / credit / economic trends
• Assist traders with pre-purchase analysis (agency securities and credit related securities)
• Read and analyze published financial information and dealer research that is applicable
• Participate in special projects and perform other duties as assigned
  
  
  

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in Finance, Economics or Business Administration
• One to two years of treasury or market experience, with prior experience in bank treasury preferred
• General understanding of financial markets and fixed income securities valuation
• Ability to interact with all levels of management
  
  
  

5 Strong organizational skills, ability to meet deadlines, work in a fast-paced environment with a sense of urgency- while providing accurate analysis

6 Interest in financial markets

7 Strong proficiency in MS Excel and other MS Office applications

8 Ability to think analytically and critically

9 Strong communication skills (verbal and written)

10 Ability to operate effectively in a team environment and a desire to work on a wide range of projects


Preferred Qualifications:

• Masters of Business Administration (MBA) or equivalent education, e.g. MS Economics or Finance and / or CFA designation
• Two years or more of fixed income experience
• Familiarity with Bloomberg, Yield Book, QRM, INTEX, and other trading/market-based applications.
• Basic understanding of general accounting rules/regulations as it relates to bond portfolios, banking procedures/processes, and understanding of computer/automated general ledger systems
  
  
  

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify