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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment banking, financial modeling, and client management while effectively leading teams and fostering cross-functional relationships. Proficient in delivering comprehensive banking services and executing transactions for corporate clients.
Highest-signal resume keywords
Investment Banking KnowledgeFinancial Modeling MasteryClient Management SkillsLeadership ExperienceSeries 7 Or 79 And 63 Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingCorporate FinanceCapital MarketsTreasury SolutionsPayment SolutionsDue DiligenceTransaction ExecutionAnalytical SkillsSales Skills
Soft Skills
Organizational SkillsLeadership SkillsWritten CommunicationOral CommunicationInterpersonal Skills
Certifications & Qualifications
Series 7 LicenseSeries 79 LicenseSeries 63 License
Industry Keywords
Corporate ClientsMid- To Large-Cap CompaniesFinancial ProductsInvestment BankingMarket Knowledge
About the role
Key responsibilities & impact- Provide client coverage banking services to corporate clients, including corporate finance, capital markets, and treasury and payment solutions
- Focus on mid- to large-cap private and public companies by industry vertical
- Maximize client engagement and deliver Truist’s full suite of products and capabilities
- Support new business development, due diligence, and/or transaction execution
- Perform tasks assigned and managed by senior staff under limited supervision
- Draft internal and external documents and marketing materials
- Execute transactions
- Work with clients, attorneys, investors, interested parties, and senior professionals on a day-to-day basis
- Coach and mentor Analysts or Interns
- Build cross-functional relationships within CIB
- Perform internal client management duties as specified by the manager and team
Requirements
What you’ll need- BA/BS degree
- Series 7 or 79 and 63 licenses
- 4 years of related work experience
- Strong knowledge of investment banking, market, industry sector, and/or financial products
- Mastery of financial and accounting concepts for creating or reviewing in-depth financial models involved in transactions
- Strong organizational and leadership skills
- Advanced written and oral communication and interpersonal relationship management skills
- Solid analytical and sales skills
- English language fluency required
- MBA degree with a Finance focus preferred
- 6 years of related work experience preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division
