Truist · 1 day ago
Investment Advisory Associate
Atlanta, GA
Full-time
Onsite
Entry, Mid Level
3+ years expTruist is a financial services company seeking an Investment Advisory Associate to support senior team members in developing investment outlooks and asset allocation strategies. The role involves conducting research, preparing investment commentaries, and assisting with portfolio construction and manager analysis.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
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
Highly skilled in MS Office PowerPoint and Excel
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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