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Corporate Finance Associate

Truist Bank Charlotte, NC

Charlotte, NC

Today

Full time Client Relations Corporate Finance Financial Analysis

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Job Description

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.

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