Investment Advisory Associate

Truist • Atlanta, GA

2d

About The Position

The IAG Associate provides support to senior members of the team that develop and provide recommendations for the firm’s overall investment outlook, including capital market forecasts, strategic and tactical asset allocation guidance/management and portfolio construction solutions that supports $300 Billion of assets under advisement for private and institutional clients. Assist senior investment professionals in assembling and reviewing data, conducting research and analysis, writing, proofing, editing and distributing investment commentaries, white papers, economic/market/strategy updates and related presentations for internal and external (client) use. Support senior members of the team with developments of 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. Assist in maintaining research frameworks and models for the coverage and recommendations of specific equity, fixed income, and non-traditional asset classes and strategies as well capital market assumptions. Support senior members of team with 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. 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.

Requirements

• Bachelor’s degree in finance, accounting, statistics, or economics.
• 3 years of investment related experience
• Exceptional communication skills (both verbal and written)
• Strong quantitative, research and analytical skills
• Ability to take initiative and work on multiple tasks or projects at one time
• Exceptional level of skill in use of MS Office Excel and PowerPoint

Nice To Haves

• Strong academic pedigree, e.g., MBA, PhD &/or other post-graduate degree from top-tier academic institutions
• CFA Charterholder or other relevant designations
• 5+ years of macro, asset allocation, portfolio construction and/or related experience
• Prior experience in writing and presenting on macro strategy, asset allocation, and investments
• 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

Responsibilities

• Assist senior investment professionals in assembling and reviewing data
• Conduct research and analysis
• Writing, proofing, editing and distributing investment commentaries, white papers, economic/market/strategy updates and related presentations for internal and external (client) use
• Support senior members of the team with developments of 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
• Assist in maintaining research frameworks and models for the coverage and recommendations of specific equity, fixed income, and non-traditional asset classes and strategies as well capital market assumptions
• Support senior members of team with 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
• 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.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees