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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Atlanta, Georgia

Salary: $253K - $313K

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA, opens in new tab and SIPC, opens in new tab. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Advisor 1 is a client-facing role that communicates and implements team best-thinking investment solutions, thought leadership materials, and customized client investment policy solutions. Works with an array of sophisticated OCIO clients. Develops customized investment policy solutions for OCIO clients in coordination with senior investment professionals in the practice.


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.

A member of the Foundations & Endowments team with evolved investment skills who can devise, implement and communicate effective investment strategies for complex, sophisticated Outsourced Chief Investment Officer (OCIO) clients.

A strong communicator and presenter who can build confidence in with demanding clients. Able to develop and maintain robust client relationships and cultivate constituents among client staff and board members.

Responsibilities will be divided between:

* Serving as an investment thought leader;

* A high-level client service contact; and

* A cultivator of developing relationships.

In addition to sophisticated client presentations the role will also expect to provide suppor in new business presentations. Core Responsibilities will be focused, but not limited to, servicing client and investor advisory solutions including:

* High capacity for independent critical thinking applied to developing differentiated investment solutions;

* Strong presentation and quantitative explanatory capabilities to develop an investment narrative;

* Highly developed intellectual framework to interact with internal and external partners in a manner that inspires confidence.

May have broader practice-wide responsibilities as a thought leader in areas of investment topics and best communication practices.

* Development of and contribution to practice team best thinking on investment strategies and communications approaches related to investment markets;

* Cultivation of existing and new relationships to expand practice opportunities within geographic markets and participation in new business process and presentations;

* Management and oversight of complex investment portfolios and Face to face client interaction to strengthen relationship and communicate strategic positioning and investment outcomes; and

* Providing leadership for deal team in new business opportunities.


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. 8 or more years of Institutional Investment Management experience

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

4. Proficiency in Microsoft Excel and PowerPoint

5. Strong understanding of Institutional Investment Management trends

6. Effective time and personal management

Preferred Qualifications:

1. Graduate degree in economics, finance, accounting, or related business field or professional designation

2. 10 or more years of Institutional Investment Management experience

3. Experience dealing with C-suite-level clients and leadership of not for profit boards and committees

4. Attainment of CFA or CIMA designation strongly preferred

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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