Corporate Finance Associate

Truist’s Corporate Finance team originates, structures, and executes complex financing and capital structure transactions.

Responsibilities

• Conduct industry and company research to source prospect names and build/refine prospect lists in coordination with the industry coverage team and partners
• Create pitch materials using industry-specific insights and general economic information
• Contribute to internal deal discussions, including industry call participation and credit screen support; take a leadership role in relevant calls
• Develop customized, industry-specific content for both internal and external use
• Own basic client follow-up activities as appropriate
• Track calling and marketing activity for clients and prospects; reinforce proper CRM system usage with the coverage team and assist as needed
• Build deeper understanding of the market, credit, and products; develop relationship management skills with appropriate autonomy
• Increase knowledge of the assigned industry and demonstrate proactive idea generation and growing comfort with client interaction
• Work with partners and teammates with limited oversight, taking ownership of assigned projects
• Provide strategic perspective grounded in industry expertise and initiatives that support business growth

Requirements

• Bachelor’s degree
• Three years of related financial services work experience (Associate I) or four years (Associate II)
• FINRA licenses: Securities Industry Essentials Exam (SIE), Investment Banking Series Exam (79), and 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, strong work ethic, self-starter mindset, and team orientation
• Solid leadership and interpersonal skills
• High adaptability and flexibility with strong organizational and time management skills
• Advanced proficiency in Microsoft Excel and Microsoft PowerPoint
• Minimum GPA 3.0 (preferred)

Tools & Technologies

• Microsoft Excel
• Microsoft PowerPoint
• CRM system

Benefits

• Medical, dental, and vision insurance
• Life insurance, disability, and accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation in the first year (prorated based on hire date and full-time or part-time status)
• 10 sick days (also prorated)
• Paid holidays
• Defined benefit pension plan (depending on position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

• Location: Charlotte, NC (onsite)
• Employment type: Regular
• Language: English (Required)
• Work shift: 1st shift (United States of America)
• Minimum experience: 3 years

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits; specific eligibility may vary by division. For more details, visit Truist’s Benefits site. During the hiring process, benefit details will be provided based on full-time or part-time status, position, and division.