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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
* This is an in-office position*Under limited supervision develops and recommends standard and customized Fixed Income asset allocation strategies and investment portfolios and prepares related analytical studies. Also develops framework for analyzing market and asset class opportunities within the entire fixed income universe and risks. Interfaces with client facing investment professionals and clients in support of business development and retention efforts. Contributes to and authors regular publications focusing on fixed income strategy and construction that are used by both internal and external constituents.
Integral member of developing Truist Wealth’s Fixed Income strategy and guidance for all fixed income asset classes.
Helps to develop and maintain proper documentation for advisor reference portfolios and guidance portfolios.
Supports in the creation and maintenance of select bond/preferred focus lists coordinating with internal and/or external partners.
Contributes to guiding advisor decision-making with respect to portfolio characteristics including: structure, duration, quality, sector, and fixed income security type.
Contributes to content creation, both internal and external: monthly insights, topical and tactical commentary.
Participates in events and/or meetings with advisors, clients, prospects, internal partners, and industry peers.
Assists advisors with portfolio reviews and analytics for existing and prospective client portfolios. Provides guidance on portfolio recommendations and supporting rationale.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Strong writing and presentation skills and experience presenting to clients of differing knowledge levels.
Strong computational and analytical skills with experiencing reviewing fixed income characteristics via Bloomberg, MS Office Suite, etc.
Bachelor’s degree in finance or related field Series 65 or qualifications that meet this requirement
Preferred Qualifications:
7+ years investment experience with a focus on fixed income markets.
Prior experience managing bond portfolios on behalf of clients with full discretion MBA or CFA.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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