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.
1. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth
2. Leads support work, business development and / or product / client relationship management
3. Assists in the generation of ideas and strategies for new business opportunities including prospecting
4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation
5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues
6. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work
7. Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc. 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. BA / BS degree
2. Minimum of 8 years of related work experience
3. In-depth knowledge of investment banking, market, industry sector and / or financial products
4. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
5. Superior skills in written and oral communications
Preferred Qualifications : 1. MBA degree, with a Finance focus
2. 10+ years of related work experience
3. 2-4 years of management experience
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.
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