Investment Associate

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

In this role, the Investment Associate will support Truist Community Capital’s Fund and Alternative Investments team that deploys capital predominantly through equity investments in SBIC funds, LIHTC multi-investor funds, and other impact focused private equity investment vehicles. The Associate will support the breadth of the Team’s activities with a focus on the SBIC investments and connectivity across Truist for referring and structuring investments into pipeline opportunities and financing for portfolio companies. The Investment Associate 1 has a strong understanding of the credit and capital products and facilitates proactive identification and analysis of opportunities – exhibiting creativity around idea generation. Takes ownership of projects in coordination with assigned Relationship Managers. The Associate collaborates with Relationship Managers on due diligence of investment strategies and to identify credit worthy projects within targeted markets and assists with the prioritization of relationship calling strategies. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. The Investment Associate 1 may be assigned to a selected Relationship Manager(s) and may also partner closely with a Portfolio Management team to provide assistance with the ongoing portfolio maintenance activities and client relationship support of certain relationships or portfolios.

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.    Analysis: Deal review, information summaries and overall relationship and portfolio analysis.
2.    Business Development: Prospecting and market research, building and maintaining a prospecting database. Willingness to engage with current and prospective Fund Managers.
3.    Sales Disciplines: Ownership of pre-call planning strategies for selected clients and/or RMs, sales tools management
4.    Client Support: Attends client calls and meetings with assigned Relationship Manager(s), supports and participates in client planning end-to-end process
5.    Support senior teammates in day-to-day management of responsibilities and mentorship of CRE Analysts.

QUALIFICATIONS
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.    Bachelor’s degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
2.    2-3 years’ combined Commercial Real Estate experience.
3.    Excellent verbal and written communication skills.
4.    Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
5.    Strong analytical and problem-solving skills.
6.    Knowledge of credit principles.
7.    Ability to handle multiple priorities under time constraints.
8.    Demonstrated success working in a collaborative team environment.

Preferred Qualifications:
1.    Masters in Finance, Accounting, Economics or Business, or experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree.
2.    2 years’ experience in underwriting and deal structuring (investment banking, commercial banking, or private equity/credit) and/or equivalent experience in a Credit Delivery role.

3. Background in Lower Middle Market operating business transaction structuring.

4. Strong interest in affordable housing and private equity/impact investing

5. Understanding of private equity/credit fund structures.

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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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