IAG Investment Analyst, Private Wealth Management (Atlanta, GA / Charlotte Metro, NC)
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IAG Investment Analyst, Private Wealth Management (Atlanta, GA / Charlotte Metro, NC)
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Date: Sep 13, 2016
Location: Charlotte, NC, US
IAG Investment Analyst, Private Wealth Management (Atlanta, GA / Charlotte Metro, NC)-W430076
Description
Summary:
The Investment Analyst (IA) works with the Investment Strategists and the IAG Investment Group in the delivery of SunTrust’s investment services. The IA has responsibility
for assisting the Investment Strategists in delivering SunTrust’s investment experience to their clients. The Investment Analyst will be required to assist the Investment
Strategists with trading, modeling/re-balancing or restructuring client portfolios to ensure appropriate client asset allocation strategy.
The IA will work with the Investment Strategist, Investment Portfolio Manager and Reg 9 Coordinator to monitor client portfolios relative to their investment policy statement
and work with the team to identify and address variances.
The IA will assist in the development of client investment reviews and new business presentations.
The Investment Analyst must have an appreciation for the importance of investment planning and the need for continually reviewing client portfolios. The IA will also participate
in the new business development process and existing client meetings.
Maintains proper Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and
licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
Conducts complex analysis for assigned investment unit. Provides analysis and makes recommendations to management. Develops portfolio strategies for assigned
investment product. Interacts with clients or internal investment professionals or relationship managers.
Qualifications
Minimum Requirements: 5 years investment related experience. Proficient at utilizing complex models, databases, and statistical tools. Performance assessment experience.
Demonstrated understanding of the fundamentals of finance and investment theory including credit evaluation.
Preferred Requirements: 2-3 years of wealth management experience in a client-facing role; MBA, CFA, CFP, CIMA, CAIA
Job:Private Wealth Management
Primary Location: NC-Charlotte/Mecklenburg Area
Work Locations: Mooresville
232 Williamson Road
Mooresville 28117
Schedule:Full-time
Equal Opportunity Employer
SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender,
color, religion, national origin, age, disability, veteran status or other classification protected by law.
EEO Poster (http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf)
Nearest Major Market: Charlotte
Job Segment: Business Development, Manager, MBA, Sales, Management
Apply Now
https://jobs.suntrust.com/job/Charlotte-IAG-Investment-Analyst%2C-Private-Wealth-Management-%28Atl... 10/10/2016
IAG Investment Analyst, Private Wealth Management (Atlanta, GA / Charlotte Metro, NC)
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Equal Opportunity Employer
SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race,
creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic
information, or any other classification protected by applicable laws.
EEO Poster (http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf)
EEO Poster Supplement
(http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf)
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Are Not Bank Guaranteed
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https://jobs.suntrust.com/job/Charlotte-IAG-Investment-Analyst%2C-Private-Wealth-Management-%28Atl... 10/10/2016