Foundations & Endowments Portfolio Analyst

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

JOB SUMMARY

The Foundations & Endowments Specialty Practice (FESP) Portfolio Analyst provides support to Foundations & Endowments investment teams in developing and producing analytic and client reporting materials, team best-thinking investment solutions, thought leadership materials, and customized client investment policy solutions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.

Core Responsibilities will be focused, but not limited to, servicing clients which includes:

* Producing presentation materials that can be tuned to deliver audience-appropriate messaging 

* Developing and producing portfolio and performance analytics to deepen the understanding of client positioning and differentiation of Outsourced Chief Investment Officer (OCIO) services

* Assisting in the management of investment portfolios

QUALIFICATIONS

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.

1. Bachelor\'s Degree

2. 2 years or more of investment or relevant business experience

3. Strong communication skills (written and verbal), analytic and quantitative reasoning skills

4. Proficiency in Microsoft Excel and PowerPoint

5. Very strong organizational skills, detail-oriented with the ability to work on numerous tasks simultaneously

6. Ability to work in collaborative environment

Preferred Qualifications:

1. Undergraduate degree in economics, finance, accounting or related field

2. Progress toward CFA or CIMA designation preferred

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

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