SunTrust Banks Investment Advisory Group Associate/Research Assistant, Private Wealth Management (New York, NY) in New York, New York

Req ID: W455773

Job Description

IAG Associate Role:

The Investment Advisory Group (IAG) Associate position is intended to serve as an entry- to mid-level position for recent graduates and/or individuals with three years of experience. Selected incumbents will be assigned to the Alternatives Investment Research Group. Career advancement will depend upon individual performance, attainment of requisite KSAs (knowledge, skills & abilities), related professional designations/credentials and business needs.


Minimum Job Requirements:

· Bachelor’s degree with a focus on finance, accounting, or related field.

· Minimum of three years of experience working in investment research or analysis.

· Exceptional level of skill in use of MS Office Excel and Powerpoint, including creating charts, tables and templates.

· Exceptional communication skills (both verbal and written).

· Strong quantitative, research and analytical skills.

· Detail oriented.

· Ability to take initiative and work on multiple tasks or projects at one time.

· In-depth knowledge of financial markets and asset management industry gained through work experience or rigorous academic study (attainment of a professional designation such as CFA, CFP, CAIA or related credential will be considered a plus).

Preferred Skills:

· CFA Candidate

· Experience with Factset

· Experience with data analytics Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

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