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Truist Director, Bond Accounting in Memphis, Tennessee

Req ID: R0068799

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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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:

Provide and manage critical depository support services including fixed income portfolio accounting. Assist in client relationship management regarding external department product/service offering including Credit, Treasury & Payment Services, Safekeeping, etc.

Job Description

  • Serve as operational manager for Portfolio Accounting

  • Directly supervise/manage subordinate teammates within assigned group.

  • Ensure full and efficient utilization of covered teammates, including duties and responsibilities both within and external to Fixed Income Services group.

  • Engage with other groups as warranted on cross-team initiatives.

  • Establish risk management expectation for applicable team; accountable for the implementation of the corporate defined guidelines.

  • Attract, retain, and develop talent of applicable team(s), with focus on diversity.

  • Work as mentor/coach to other teammates in applicable group and manage largest/highest value client relationships.

  • Provide job-specific training for covered teammates.

  • Promote a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.

  • Evaluate, administer, and drive business model and associated tools utilized via ongoing efforts to deploy cost effective/efficient analytics, relevant support services, and industry desired/value-added approaches to those offerings.

  • Support brand and competitive position via relevant speaking engagements, association/league engagements, etc.

  • Engage with largest/most valuable clients to ensure adequate service coverage, client satisfaction, and revenue generation.

  • Engage senior management, boards, etc. wherever needed to deliver service results, provide strategic direction, assist with corporate governance issues and initiatives or deliver value propositions regarding services, ideas, etc.

  • Provide fixed income portfolio accounting and reporting services to mostly depository clients

  • Perform demos of our portfolio accounting website and reports to prospective clients

  • Drive business model growth by engaging prospective and existing fixed income customers

  • Produce written analysis of relevant fixed income accounting trends that affect our depository clients

Minimum Requirements

  • 10+ years of direct depository FI experience in applicable/relevant fields including portfolio strategies, ALM/Risk Management, investment accounting, portfolio analytics, or similar experience

  • 2 years of proven personnel management experience

  • Mastery of relevant depository laws, regulations, best practices, and expectations

  • Advanced skills in financial analytical, presentation, client relationship management, organizing, leadership and interpersonal relationship management

  • Series 7/63 licenses

  • BA/BS degree

Preferred Requirements

Prior experience with Bloomberg and The Portfolio Genius Extensive knowledge of different types of fixed income investments and related GAAP accounting standards CPA


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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