Truist · 18 hours ago
Investment Analyst: Dallas, TX
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expTruist Bank is seeking an Investment Analyst to assist in delivering Investment Management Services to clients in Truist Wealth. The role involves working with Investment Managers to manage a client base and develop investment strategies, while ensuring compliance with relevant policies.
BankingFinanceFinancial Services
Responsibilities
Assist the Investment Manager 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
Responsible, along with Investment Managers, for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and is responsible for adhering to and documenting compliance with Truist, SunTrust Advisory Services, and relevant regulatory policies and procedures
Work with Investment Managers and compliance to monitor client portfolios relative to their investment policy statement and work with the team to identify and address variances
Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation
Develop and advise on investment recommendations and help transition new clients into a collaborative and on-going portfolio management and client communication cycle
Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as necessary, investment strategies and solutions designed to achieve the client’s goals
Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates
Actively engaged in risk management
Qualification
Required
Bachelor's degree in Business or a related field, or equivalent education and related training
Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position
Demonstrated understanding of the fundamentals of finance and investment theory
Possesses presentation skills as well as oral and written communication skills
Proficient at utilizing complex models, databases, and statistical tools
Performance assessment experience
5+ years of investment management / trading or related experience
Ability to work on complex projects with minimal supervision
Preferred
Chartered Financial Analyst (CFA) certification [or progress towards CFA]
MBA [or progress towards MBA]
Additional Professional Designations such as CFP®, CIMA, CAIA
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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