Foundations and Endowments Institutional Investment Advisor

At Truist Financial, we seek an experienced and knowledgeable Foundations and Endowments Institutional Investment Advisor to join our team. In this challenging and rewarding role, you will develop and oversee investment strategies for foundations and endowments clients. You will provide trusted advice to these clients while also proactively identifying opportunities to increase their financial success.To be successful in this role, you’ll need a minimum of five years of experience in an asset management or institutional investing role, as well as a deep familiarity with the foundations and endowments market. You should also be a strong communicator and have a passion for providing exceptional customer service. Being a strategic thinker with a keen eye for detail is also important, as is a commitment to staying up to date on the latest trends and developments in the industry.If you’re an experienced professional with a desire to help foundations and endowments clients reach their financial objectives, we’d love to hear from you.

Responsibilities:

1. Develop and manage investment strategies for foundations and endowments clients.
2. Provide financial advice and counsel to clients.
3. Identify opportunities to improve clients' financial success.
4. Maintain knowledge of current trends and developments in the industry.
5. Communicate effectively with clients and colleagues.
6. Provide exceptional customer service.
7. Analyze data and financial information to assess risk and make informed decisions.
8. Develop strategies to mitigate risk and improve returns.
9. Monitor investments to ensure objectives are achieved.
10. Maintain records and prepare reports on investments.

According to JobzMall, the average salary range for a Foundations and Endowments Institutional Investment Advisor in Atlanta, GA, USA is $85,000 to $117,000 per year. The exact salary may vary depending on the individual's experience, qualifications, and employer.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.