Wealth Investment Analyst I — Client Portfolio Strategy

Truist Wealth; Tampa (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

401k plan

Vacation days

Sick days

Paid holidays

Pension plan

RSUs

Job summary

Truist Wealth seeks an Investment Analyst to support Investment Managers and the IAG in delivering high‑level investment management services to affluent clients. The role involves portfolio analysis, client onboarding, and collaboration on investment strategies for multi‑million‑dollar relationships.

You will assist with presentations, stay informed on market developments, and help ensure compliance across discretionary and trust portfolios within Truist Wealth.

Qualifications

• Bachelor’s degree in Business or related field.
• Series 65 licenses required; CFA/MBA/ CFP® are preferred.
• 2+ years of investment management or trading experience.
• Demonstrated understanding of finance fundamentals and investment theory.

Responsibilities

• Assist Investment Manager in acquiring prospective clients through portfolio analysis and presentation prep.
• Propose and monitor client-specific investment strategies and solutions.
• Make proactive recommendations to Investment Managers and clients.
• Support daily trading activities in discretionary and trust portfolios with compliance adherence.
• Collaborate with Investment Managers and compliance to monitor portfolios against policy statements.
• Assist in client onboarding and develop Investment Policy Statements.
• Develop investment recommendations and transition new clients into ongoing portfolio management.
• Prepare regular investment reviews to achieve clients’ goals.
• Participate in meetings and client presentations; interact with Truist Wealth teammates.
• Engage in risk management activities.

Skills

Investment concepts

Communication skills

Analytical thinking

Education

Bachelor’s degree in Business or related field

Job description

Truist Wealth seeks an Investment Analyst to support Investment Managers and the IAG in delivering high‑level investment management services to affluent clients. The role involves portfolio analysis, client onboarding, and collaboration on investment strategies for multi‑million‑dollar relationships.

You will assist with presentations, stay informed on market developments, and help ensure compliance across discretionary and trust portfolios within Truist Wealth.