Senior Equity Strategy Analyst

Atlanta, Georgia
Competitive salary plus bonus and benefits
Sep 27, 2021
Oct 27, 2021
CFA Charterholder
Employment Type
Full Time

An Equity Strategy Analyst 2 contributes to the management of IAG Equity investment strategies and  model portfolios, provides in-depth equity research support for advisors with customized discretionary or non-discretionary equity holdings across all Truist Wealth channels, and contributes to company, sector and strategy commentaries and communications. Equity Strategy Analyst 2’s :


  • Have a deep understanding the fundamental business characteristics as well as risk and return drivers of the stocks of companies in their areas of coverage.
  • Monitor companies under coverage by reviewing quarterly earnings results, company presentations and conference calls, meeting with companies when practicable (in town), following current industry trends and developments, and reviewing company filings such as 10K’s, Q’s etc.
  • Contribute as needed to the development and maintenance of approved purchase, retention and sell lists customized to meet channel-specific business needs.
  • Contribute to the management of the IAG equity strategy  portfolios through buy and sell recommendations to the team regarding companies within coverage universe.
  • Respond thoroughly and insightfully to advisor inquires on companies within the coverage universe.
  • Contribute to IAG Equity team communications including monthly and quarterly commentaries, and analyst presentations on PWM calls.
  • Bespoke research as needed for client special situations.
  • Provide input and collaborate with the Portfolio Strategy team on issues related to individual equities





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, economics or related discipline or field of study.
  • Minimum of 5 years of experience in wealth management buy-side portfolio management, equity research and/or analysis.
  • Existing Investment Advisory Representative registration (Series 65) or knowledge and professional skills to meet registration requirements or waiver qualifications (such as CFA or CFP).
  • Strong investment acumen, critical thinking skills, and knowledge of foundational investment concepts.
  • Deep understanding of fundamental equity analysis and equity portfolio performance drivers.
  • Thorough understanding of the sources of investment risk and risk management tools and techniques.
  • Proficiency with investment analytical tools such as Factset, Bloomberg, and Excel to facilitate investment analysis.
  • Proficiency with MS Office communications tools such as Word and PowerPoint to develop or edit written collateral materials supporting equity models and strategies.
  • Ability to effectively communicate investment concepts, strategies and results to PWM teammates, business leaders, and clients.



Preferred Qualifications: In addition to the required qualifications:


  • Chartered Financial Analyst (CFA) designation or MBA or other advanced degree in Finance, Accounting, Economics or other related field.
  • 10+years of equity portfolio management and/or buy-side research experience.
  • Significant written and oral communications experience, including presentations in small and large group settings.


Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.



Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.


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Posted 4 Days Ago

Full time


About Us

  • What is Truist?
    BB&T and SunTrust have joined forces to become Truist. We're combining the best of each company to bring you better experiences, better partnerships, and better technology to offer even more ways to help grow your financial confidence. With more than 275 years of combined history through our legacy brands, BB&T and SunTrust, Truist is now one of the nation's premier financial institutions, dedicated to building a better future for our clients, teammates, and communities.




    About Truist
    Truist Financial Corporation (NYSE: TFC) is a purpose-driven company dedicated to building a better future for its clients, teammates, and communities. With 275 years of combined BB&T and SunTrust history, Truist is one of the nation's largest financial services holding companies offering a wide range of services including retail, small business, and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist serves approximately 10 million households with leading market share in many high-growth markets in the country.
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