Truist · 21 hours ago
Institutional Investment Manager II
Washington, DC
Full-time
Onsite
Senior Level
$150K/yr - $240K/yr
5+ years expTruist is a financial services company seeking an Institutional Investment Manager II to join their institutional investment management team. This role focuses on developing and communicating investment strategies for institutional clients while building and maintaining strong client relationships and supporting new business development opportunities.
BankingFinanceFinancial Services
Responsibilities
Engage in information discovery and client goal identification for prospective institutional clients
Analyze investment portfolios, develop and implement strategic asset allocation, as well as portfolio implementation and construction
Clearly articulate investment process and recommendations
Build lasting and meaningful relationships with clients through proactive engagement and influence with boards, investment committees, and C-suite executives by providing clear and compelling investment recommendations as well as investment and institutional thought leadership
Collaborate as a key member of the Truist Wealth client-facing team to deepen institutional client relationships through proactive communication and advice
Assist in client onboarding and develop Investment Policy Statements tailored to each institution’s unique objectives, governance structure, and risk profile
Execute strategic and tactical asset allocation
Manage daily trading activities in discretionary, non-discretionary, and trust-based portfolios
Implement investment recommendations and transition new clients into ongoing portfolio management and communication cycles
Conduct proactive investment reviews; recommend, monitor, and adjust strategies to achieve client-specific goals for institutional portfolios
Active participant for deal team in new business opportunities
Assist senior leaders and advisors in acquiring institutional-level prospective clients
Ensure adherence to risk management and compliance standards, documenting compliance with all relevant regulatory policies and procedures
Qualification
Required
Bachelor's degree
Minimum 5+ years of investment management experience, with at least three focused on institutional clients
Demonstrated proficiency in managing portfolios with assets of $5MM or more, including strategic asset allocation and portfolio construction
Ability to engage and influence boards, investment committees, and C-suite executives, providing clear and compelling investment recommendations
Strong communication skills (written and verbal), excellent presentation, analytical, and quantitative reasoning skills
Proficiency in Microsoft Excel and PowerPoint
Understanding of institutional investment trends, governance, and fiduciary standards and regulatory requirements
Strong organizational and time management skills, with the ability to prioritize and manage multiple complex relationships effectively
Ability and willingness to travel as needed to meet with clients, attend board meetings, conferences, client events, and participate in business development activities
Preferred
Graduate degree in finance, economics, accounting, or related field
CFA or CIMA designation strongly preferred or progress toward certification
Experience with OCIO mandates and complex portfolio structures
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
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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2026-01-15
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