Job Description

Job Description :

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)



Please review the following job description:

Summary: Responsible for providing institutional clients with access to investors by hosting road shows, conferences, etc. Publishes industry research reports and communicates recommendations on the purchase, sale, or holding of securities to clients in designated industry/sector.

Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Follows all risk related practices and policies. Develops client relationship skills and industry/product/market knowledge.

In client relationship management roles, work includes performing due diligence, writing pitch-books, handling transactions related matters, processing documentation, developing marketing materials, assists in developing financial strategy or models, etc. Assists in scheduling client meetings and starts to build client relationship skills. May have certain client backup relationship responsibilities as needed.

In research roles, conducts research under guidance from senior staff. May develop written material for regular weekly and/or monthly reports.

Minimum Requirements:

* BA/BS degree
* 4 years of related work experience
* Strong knowledge of investment banking, market, industry sector, and/or financial products
* Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
* Strong organizational and leadership skills
* Advanced skills in written and oral communications, and interpersonal relationship management
* Solid analytical and sales skills

Preferred Requirements:

* MBA degree, with a Finance focus
* 6 years of related work experience

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.