Institutional Investment Manager II

Overview

Institution Truist Financial – Institutional Investment Manager II role in Washington, DC. The description below outlines responsibilities, qualifications, and benefits related to this position.

• Engage in information discovery and client goal identification for prospective institutional clients.
• Analyze investment portfolios, develop and implement strategic asset allocation, and manage portfolio construction.
• Articulate the investment process and recommendations clearly.
• Build lasting relationships with clients through proactive engagement with boards, investment committees, and C-suite executives by providing clear investment recommendations and thought leadership.
• Collaborate with the Truist Wealth client-facing team to deepen institutional client relationships through proactive communication and advice.
• Assist in client onboarding and develop Investment Policy Statements tailored to each institution s objectives, governance structure, and risk profile.
• Execute strategic and tactical asset allocation and manage daily trading activities in discretionary, non-discretionary, and trust-based portfolios.
• Implement investment recommendations and transition new clients into ongoing portfolio management and communication cycles.
• Conduct proactive investment reviews; monitor and adjust strategies to achieve client-specific goals for institutional portfolios.
• Act as an active participant for deal teams in new business opportunities.
• Assist senior leaders and advisors in acquiring institutional-level prospective clients.
• Ensure adherence to risk management and compliance standards, documenting compliance with relevant regulatory policies and procedures.

• Bachelor’s degree.
• Minimum 5+ years of investment management experience, with at least three focused on institutional clients.
• Proven ability to manage portfolios with assets of $5MM or more, including strategic asset allocation and portfolio construction.
• Ability to engage and influence boards, investment committees, and C-suite executives, providing clear and compelling investment recommendations.
• Strong communication skills (written and verbal), as well as presentation, analytical, and quantitative reasoning skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Understanding of institutional investment trends, governance, fiduciary standards, and regulatory requirements.
• Strong organizational and time management skills, with the ability to prioritize and manage multiple complex relationships.
• Willingness and ability to travel as needed to meet with clients, attend board meetings, conferences, and client events.
• Annual base salary range: $150,000–$240,000.

• Graduate degree in finance, economics, accounting, or related field.
• CFA or CIMA designation strongly preferred or in progress.
• Experience with OCIO mandates and complex portfolio 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. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive vacation, sick days, and paid holidays. Specific benefits vary by position and division. For more details, visit the Benefits site.

Depending on the position, additional benefits may include a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.

Equal Opportunity: Truist is an Equal Opportunity Employer and does not discriminate on race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected classifications. Truist is a Drug Free Workplace.

EEO is the Law. E-Verify. IER Right to Work.

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Company Name: Truist Financial

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