Investment Analyst

Truist

. Work with Investment Managers and the Investment Advisory Group to assist in delivering Investment Management Services to Truist Wealth clients .

Posted 9/21/2026full-timeAtlanta • Virginia • United StatesJuniorMid-Level💰 $80,000 - $92,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment management, including the development and monitoring of client-specific investment strategies and compliance with regulatory policies. Strong communication and presentation skills are essential for engaging with clients and collaborating with investment teams.

Highest-signal resume keywords

Investment ManagementClient Portfolio MonitoringSeries 65 LicenseCFA CertificationPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy DevelopmentPortfolio ManagementRisk ManagementFinancial AnalysisCompliance Documentation

Soft Skills

Oral CommunicationWritten CommunicationPresentation SkillsProject Management

Certifications & Qualifications

Series 65 LicenseCFA CertificationCFP®CIMACAIA

Industry Keywords

Investment AdvisoryWealth ManagementRegulatory ComplianceClient OnboardingInvestment Policy Statements

About the role

Key responsibilities & impact

Work with Investment Managers and the Investment Advisory Group to assist in delivering Investment Management Services to Truist Wealth clients
Assist Investment Managers in acquiring prospective clients through comprehensive analysis of complex outside portfolios and presentation preparation
Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions for individuals and families
Make proactive recommendations to Investment Managers and/or clients
Support daily trading activities in discretionary, non-discretionary, and trust-based portfolios
Adhere to and document compliance with Truist, SunTrust Advisory Services, and relevant regulatory policies and procedures
Monitor client portfolios relative to investment policy statements and identify and address variances
Assist with client onboarding and develop Investment Policy Statements
Develop investment recommendations and transition new clients into ongoing portfolio management and client communication
Prepare regular investment reviews and recommend, establish, monitor, and adjust investment strategies and solutions
Attend client meetings, participate in presentations, and interact with other Truist wealth teammates
Actively engage in risk management

Requirements

What you’ll need

Bachelor’s degree in Business or a related field, or equivalent education and related training
Series 65 licenses; candidates must transfer required registrations and licenses within 60 days of start date or acquire them within 100 days of start date
Demonstrated understanding of the fundamentals of finance and investment theory
Presentation skills
Oral and written communication skills
2+ years of investment management, trading, or related experience
Ability to work on complex projects with minimal supervision
CFA certification or progress towards CFA (preferred)
MBA or progress towards MBA (preferred)
Additional professional designations such as CFP®, CIMA, or CAIA (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
10 sick days during the first year of employment
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)