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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:

The IAG Associate provides support to senior members of the team that develop and provide recommendations for the firm’s overall investment outlook, including capital market forecasts, strategic and tactical asset allocation guidance/management and portfolio construction solutions that supports $300 Billion of assets under advisement for private and institutional clients.

Working under the direction of senior investment professionals, the Private Capital Analyst supports the sourcing, evaluation, due diligence, selection, implementation, and ongoing monitoring of private investment opportunities across private equity, private credit, private real assets, secondaries, co-investments, and fund-of-funds strategies.

The analyst is responsible for conducting investment research, analyzing manager performance and portfolio construction, preparing investment memoranda, supporting operational due diligence activities, and producing ongoing monitoring reports for approved managers and funds. The role requires strong analytical, quantitative, and communication skills, as well as a passion for private markets investing and manager research.

The analyst also serves as a resource for advisors and clients by helping develop and present educational content, investment insights, and portfolio construction guidance related to private equity and broader private capital allocations.

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.

Bachelor’s degree in finance, accounting, statistics, or economics. 3 years of investment related experience Exceptional communication skills (both verbal and written) Strong quantitative, research and analytical skills Ability to take initiative and work on multiple tasks or projects at one time Exceptional level of skill in use of MS Office Excel and PowerPoint

Preferred Qualifications:

Strong academic pedigree, e.g., MBA, PhD &/or other post-graduate degree from top-tier academic institutions CFA Charterholder or other relevant designations 5+ years of macro, asset allocation, portfolio construction and/or related experience Prior experience in writing and presenting on macro strategy, asset allocation, and investments Ability to translate complex analytical information into understandable terms for investment advisors, clients and other audiences Experience with investment research tools such as FactSet, Bloomberg, Thompson One, and Haver Analytics and highly skilled in MS Office PowerPoint and Excel

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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

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