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Truist Investment Associate, Foundations & Endowments in Nashville, Tennessee

Req ID: R0063737

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:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Foundations & Endowments Specialty Practice (FESP) Investment Associate provides support to Foundations & Endowments senior investment leaders in developing and producing analytic and client reporting materials, team best-thinking investment solutions, thought leadership materials, and customized client investment policy solutions. May develop into client facing role depending upon practice resource needs and demonstrated success in communicating effectively regarding investment and client-related topics.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

Core Responsibilities will be focused, but not limited to, servicing clients which includes:

  • Developing presentation capabilities that can be tuned to deliver audience-appropriate messaging

  • Creativity and ingenuity in developing and delivering key points of differentiation related to the portfolio characteristics and performance patterns and results

  • Eagerness to reach out to develop relationships beyond the formal meeting framework

  • Assisting in the management and oversight of complex investment portfolios

  • Face-to-face client interaction to strengthen relationship and communicate strategic positioning and investment outcomes

QUALIFICATIONS

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. Bachelor's Degree

  2. 6 or more years of investment or relevant business experience

  3. Strong communication skills (written and verbal), analytic and quantitative reasoning skills

  4. Proficiency in Microsoft Excel and PowerPoint

  5. Very strong organizational skills, detail-oriented with the ability to work on numerous tasks simultaneously

  6. Ability to work in collaborative environment

Preferred Qualifications:

  1. Undergraduate degree in economics, finance, accounting or related field

  2. Progress toward CFA or CIMA designation strongly preferred

  3. Portfolio management of trust and investment management accounts

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

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