Cfa Level One Jobs in Georgia (NOW HIRING)

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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

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.

1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)

Level-specific duties:

1. Applies industry/market/product knowledge to drive revenue production and business growth.
2. Applies knowledge and experience, and advanced skills to independently conduct industry assessments and company-specific research reports.
3. Critical involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
4. Accumulate client votes from institutional clientele which are critical revenue drivers for the STRH platform.
5. Conducts critical due diligence execution in capital markets transactions and provides unique industry expertise.
6. Responsible for initiating C-suite corporate access resources to institutional equity clients including non-deal roadshows, conferences, field trips, bus tours, and conference calls.
7. Plays a key role in developing strategy and objectives for designated business area.
8. Mentors and coaches junior staff.
9. Applies highly developed risk management skills and sets the standard for risk management practices for assigned team; coaches team, and holds team accountable.

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.

1. BA/BS degree
2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3. Minimum of 10 years of related work experience
4. Proven domain expertise and thought leadership in the industry.
5. Strong relationships with senior level, meaningful institutional buy-side clients.
6. Strong relationships with C-level corporate executives.
7. Advanced analytical and technical skills combined with a passion for fundamental research and a problem solving attitude.
8. Experienced in due diligence execution related to capital markets transactions.
9. Excellent interpersonal and listening skills, with the ability to communicate highly complex ideas clearly and concisely
10. Strong partnering and leadership skills

Preferred Qualifications:
1. MBA or advanced degree (PhD, JD, MD), and/or CFA designation
2. 12 years of related work experience
3. Experience in mentoring and coaching

- The annual base salary for this position is $300,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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

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