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Truist Investment Analyst - Truist Ventures in Charlotte, North Carolina

Req ID: R0074321

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Truist Corporate Development and Ventures takes a client centric approach to bring surprise and delight to financial services through disruptive investments and acquisitions. As a uniquely nimble part of Truist, we invest in and acquire inventive startups and entrepreneurs within the broader venture and financial services ecosystem to discover and explore technologies, pilot solutions, and assess new markets and business with the potential to accelerate growth and value for Truist while shaping the future of finance.

The Corporate Development and Ventures team is seeking a motivated and driven investment analyst to support deal execution and post close deal oversight. This role works closely with colleagues in the Corporate Development and Ventures team and has broad exposure to leaders across Truist’s Business Units and Centers of Excellence.

This role requires professionalism, strategic thinking, self-motivation and a strong desire to learn. Based in Charlotte, NC this role reports to the Director of Investments (Truist Ventures).

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.

  • Supports investment due diligence effort; including financial modeling and assisting senior level team members in completing aspects of the process (origination, research, strategic partnership structuring, evaluation and negotiation, deal diligence and consummation, portfolio oversight, reporting and monitoring).

  • Develops diligence reporting and tracking efforts including due diligence checklists and investment recommendations.

  • Experience with pitch deck development, financial models and underwriting/conducting diligence on venture backed transactions is the key focus area with secondary focus on building understanding of the competitive FinTech and technology market landscape to helps inform Truist business partners on the broader ecosystem.

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.

  • 1-3 year experience in corporate venture, venture capital, corporate development, private equity, or investment banking

  • Bachelor’s degree in an analytical discipline (Finance, Engineering, Accounting, Economics, etc.)

  • Independent thinker with strong reasoning skillsStrong excel and power point capabilities Good team player

Preferred Qualifications:

  • CAIA, CPA or CFA completed or in process.

  • Ability to analyze and interpret financial statements and reports.

  • Strong ability to prioritize and communicate effectively in high pace work environment

Truist stands for better.

Our relentless pursuit of better at Truist means we’re always looking forward. Pursuing what’s next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we’re creating smarter and easier experiences for clients. It means we’re connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.

Touch. Technology. Trust.

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients.

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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