Corporate Finance Associate

Truist • Atlanta, GA

1d

About The Position

Truist Corporate Finance originates, structures, and executes complex financing and capital structure transactions across the Commercial Bank. These transactions include leveraged buyouts, acquisition financings, recapitalizations, and other transformative transactions involving founder- and private equity-owned companies. The team works across the full transaction lifecycle, from early-stage idea generation and evaluation through underwriting, diligence, internal approval, documentation, and closing.

The associate conducts industry and company research, develops pitch and industry-specific content, contributes to internal deal discussions, and supports client follow-up and marketing activities. The role involves building knowledge of assigned industries, markets, credit, and products; developing relationship management skills; taking ownership of projects; and providing strategic industry perspectives that support business growth.

Requirements

• Bachelor’s degree.
• Related financial services work experience: three years for Associate I or four years for Associate II.
• FINRA licenses: Securities Industry Essentials Exam (SIE), Investment Banking Series Exam (79), and Uniform Securities Agent State Law Exam (63), or ability to attain them within 120 days of the start date.
• Strong analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Competitive drive, high work ethic, self-starter approach, and team orientation.
• Solid leadership and interpersonal skills.
• High adaptability and flexibility, with strong organizational and time management skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Nice To Haves

• Minimum GPA of 3.0.

Responsibilities

• Conduct industry and company research to source prospect names and develop and refine prospect lists with the industry coverage team and partners.
• Develop pitch materials that include industry-specific and general economic information.
• Contribute industry-relevant material to internal deal discussions, including organizational calls and credit screens, and take a leadership role in those calls.
• Generate customized industry-specific content for internal and external purposes.
• Take ownership of basic client follow-up activities as appropriate.
• Track calling and marketing efforts with clients and prospects, reinforce proper use of the CRM system with the coverage team, and assist as needed.
• Develop understanding of the market, credit, and products, and continue developing relationship management skills with appropriate autonomy.
• Build knowledge of assigned industries, proactively contribute creative ideas, and grow more comfortable interacting with clients.
• Work effectively with partners and teammates with little oversight and take ownership of projects.
• Provide strategic perspectives on industry expertise and initiatives that drive business growth.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level