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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Atlanta, Georgia

Salary: $198K - $287K

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. Details below.

The Senior Investment Strategy Analyst supports the development of the firm’s investment outlook, asset allocation portfolios and portfolio construction that supports $300 Billion of assets under advisement for private and institutional clients. The Strategist plays a key role in communicating IAG’s investment outlook and strategies through written publications and frequent public speaking to internal and external audiences.

Essential duties & responsibilities:

  • Responsible for partnering in the development of capital market assumptions and strategic portfolios as well as contributing to tactical portfolios/guidance.
  • Develops asset allocation and portfolio construction recommendations using quantitative and qualitative research and analysis; conduct research studies incorporating long-term and short-term themes and market dynamics.
  • Develop and maintain research frameworks and models for the coverage and recommendations of specific equity, fixed income, and non-traditional asset classes and strategies. Ongoing evaluation of investable asset class coverage, portfolio analysis, and actionable IAG portfolio ideas.
  • Experience with global capital markets including conducting research and understanding key market drivers of international markets.
  • Work alongside portfolio construction and manager due diligence teammates to conduct qualitative and quantitative (ratio, risk, and performance analyses) manager analysis to make manager recommendations for strategy portfolios.
  • Contributes to communicating IAG’s investment outlook through written publications. Write or co-author timely asset class articles and topical papers consistent with overall strategy.
  • Actively contribute and participate in strategy meetings with supporting documentation and rationale.
  • Ongoing support and presentations to advisors relating to macro trends, investment strategy, process and custom analysis.
  • Travels up to 20% of the time delivering investment strategy and IAG capability presentations for client events, public events, panels and business development.
  • Lead IAG projects aimed at accomplishing broad, long-term objectives such as enhancing wealth management services, increasing revenue, improving quality and/or efficiency, and advancing technological development.
  • Involved in aspects of trading and review.
  • May manage junior members of the broader team.
  • An exciting, high-exposure position within Truist Wealth for professionals with capital markets and asset allocation experience

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.

  • Bachelor’s degree required
  • 7 to 10 years of macro, asset allocation, portfolio construction, or related experience
  • Broad knowledge of global macro, investment and market-related concepts Strong quantitative, statistical, and excel skills
  • Strong presentation and writing skills and experience in publishing
  • Travel up to 20% of time
  • Expert technical systems knowledge
  • Series 65 License (must obtain within 100 days of start date)

Preferred Qualifications:

  • Advanced degree and/or CFA/CAIA designation strongly preferred
  • Preferred: 10+ years of macro, asset allocation, portfolio construction, or related experience for the overall firm/organizational level
  • Experience formulating Capital Markets Assumptions for the overall firm/organizational level
  • Developing strategic and tactical asset allocation guidance for the overall firm/organizational level
  • Prior experience in writing and presenting on macro strategy, asset allocation, and investments for the overall firm/organizational level
  • Proven and competitive investment track record
  • Ability to translate complex analytical information into understandable terms for investment advisors, clients and other audiences
  • Experience with investment research tools such as FactSet, Bloomberg, Thompson One, and Haver Analytics and highly skilled in MS Office PowerPoint and Excel
  • Media experience

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.