Truist Corporate Finance Analyst II 

United States, Georgia, Atlanta 

311521547

Regular or Temporary:

English (Required)

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.

List themajor responsibilitiesgenerally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

• Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.
• Develop project materials including industry, market and company specific and general economic information.
• Generate customized specific sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.
• Build upon foundational understanding of the market, credit, and products as well as relationship management skills.
• Develop an increasingly complex understanding of the industry.

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
• Two years of related financial services work experience
• FINRA licenses: Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date.
• Strong analytical skills and attention to detail
• Strong written and verbal communication skills
• Competitive drive and high work ethic, self-starter, team-oriented
• Solid leadership and interpersonal skills