Truist Financial

Investment Analyst

Truist Financial

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Truist Financial is looking for an Investment Analyst to join our team. As an Investment Analyst, you will be responsible for researching and analyzing financial data to provide insights and recommendations for our investment strategies. An ideal candidate for this position has an analytical mindset, strong problem-solving skills, and a passion for the financial services industry. You will need to have a minimum of a bachelor's degree in finance, economics, mathematics, or a related field and at least 3 years of experience in a financial analysis role. If you are a dynamic and driven individual who is eager to help shape our investments, we'd love to hear from you.

Responsibilities of an Investment Analyst:

  1. Analyze financial data to identify trends and potential investments.
  2. Develop financial models to evaluate investments and their performance.
  3. Create presentations and reports that recommend investment strategies.
  4. Monitor the performance of investments and report on any changes in the market.
  5. Research and stay up-to-date on industry news and trends.
  6. Collaborate with other departments to identify opportunities for growth.
  7. Provide insights and advice on investment opportunities.
  8. Maintain a strong understanding of the financial services industry.
  9. Work closely with the investment team to ensure the success of investments.
  10. Adhere to all laws and regulations regarding investments.
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Strong Analytical Skills

  • Excellent Communication And Organizational Skills

  • Advanced Knowledge Of Financial Analysis And Investment Markets

  • Expertise In Microsoft Excel

  • Understanding Of Financial Models And Forecasting

  • Ability To Interpret Financial And Economic Data

  • Familiarity With Risk Management Principles

  • Bachelor's Degree In Finance Or Related Field

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Data Analysis

  • Market Research

  • Financial Modeling

  • Credit Analysis

  • Data Mining

  • Investment Strategy

  • Financial forecasting

  • Portfolio Management

  • Portfolio optimization

  • Investment Analysis

  • Capital Markets

  • Equity Research

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Investment Analyst in Charlotte, NC, USA is $44,000 - $109,000. This range is based on salaries reported by users to the website.

The range can vary depending on a variety of factors including experience, education, industry, and company size. Additionally, the salary range may also depend on the specific job duties and responsibilities associated with the position.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 3rd, 2023
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
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About Truist Financial

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.

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