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About the Role
Responsible for providing client coverage banking services to corporate clients, including corporate finance, capital markets, and treasury and payment solutions, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering the full suite of products and capabilities. Additional responsibilities include internal client management duties as specified by manager and team.
Responsibilities
- Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
- Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, and working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.
- May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB.
- Additional responsibilities on internal client management duties as specified by manager and team.
Requirements
- BA/BS degree
- Licenses: Series 7 or 79, 63
- 4 years of related work experience
- Strong knowledge of investment banking, market, industry sector, and/or financial products
- Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
- Strong organizational and leadership skills
- Advanced skills in written and oral communications, and interpersonal relationship management
- Solid analytical and sales skills
Skills
- investment banking
- market knowledge
- industry sector knowledge
- financial products knowledge
- financial modeling
- organizational skills
- leadership skills
- written communication
- oral communication
- interpersonal relationship management
- analytical skills
- sales skills
Location
- United States of America
Work Type
- Regular
- 1st shift
Experience Level
- 4 years of related work experience
- MBA degree, with a Finance focus
- 6 years of related work-related experience
Education Level
- BA/BS degree
- MBA degree, with a Finance focus
Salary/Compensations
- $175,000
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
About the Company
- 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.
Equal Opportunity
- EEO is the Law
- E-Verify
- IER Right to Work