Corporate Finance Associate

Truist Bank • Charlotte, NC

6d

About The Position

Truist Corporate Finance originates, structures, and executes complex financing and capital structure transactions across the Commercial Bank. 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 prospect lists and pitch materials, contributes industry content to internal deal discussions, and supports client follow-up and marketing activity. The role develops industry, market, credit, product, and relationship-management expertise, takes ownership of projects, and provides strategic perspective on industry initiatives that support business growth. The posting provides qualifications for Associate I and Associate II: both require a bachelor’s degree and the relevant financial-services experience, with three years for Associate I and four years for Associate II.

Requirements

• Bachelor’s degree.
• Associate I: three years of related financial-services work experience.
• Associate II: four years of related financial-services work experience.
• 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.
• 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 in coordination with industry coverage teams and partners.
• Develop pitch materials, including 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 such 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 to clients and prospects, reinforce proper CRM use with the coverage team, and assist as needed.
• Develop knowledge of the market, credit, and products, and continue developing relationship-management skills with appropriate autonomy.
• Build knowledge of the assigned industry, proactively contribute ideas, and grow more comfortable with client interaction.
• Work effectively with partners and teammates with little oversight and take ownership of projects.
• Provide strategic perspective on industry expertise and initiatives that drive business growth.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Accidental death and dismemberment coverage.
• Tax-preferred savings accounts.
• 401(k) plan.
• At least 10 days of vacation during the first year, prorated as applicable.
• 10 sick days, prorated as applicable.
• Paid holidays.
• Depending on the position and division, the role may also be eligible 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