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Truist Sterling Capital Management Senior Client Service Analyst in Charlotte, North Carolina

Req ID: R0035659

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.Need Help?

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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:

Sterling Capital Management LLC (Sterling), headquartered in Charlotte, North Carolina, is a registered investment adviser founded in 1970 with offices in Raleigh, NC; Richmond, VA; Philadelphia, PA; Virginia Beach, VA; Washington, DC; San Francisco, CA and Jupiter, FL. The firm is an independently operated subsidiary of Truist Financial Corporation, the sixth-largest U.S. bank holding company, with Sterling’s management and key professionals retaining a minority portion of profit interests in the firm. As of December 31, 2020, the firm had 175 employees and over $80 billion in assets under management and administration providing investment management services to a diversified group of clients including corporate, public, endowment, foundation, and health care investment pools. Sterling specializes in the management of fixed income, equity and multi-asset portfolios.

Sterling seeks highly motivated candidates who are interested in developing a solid understanding of the inner workings of the investment management business. This position resides within the firm’s Client Service and Analytics Team and will grant you exposure to many areas of the business including business development, client service, marketing, portfolio management, operations and compliance.

Responsible for coordinating Sterling’s service delivery to the firm’s institutional, intermediary and banking platform clients. Provide the client strategy teams with business development support and work with the firm’s banking partners to generate new business opportunities.

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.

  • Act as a main point of contact for client and prospect inquiries and requests

  • Lead the set-up of onboarding new relationships and platforms including; compiling new account documentation, communicating account details to the applicable groups within the firm, following all compliance and regulatory processes, working with investment teams to develop investment guidelines and ensuring that all steps are completed within the designated timeline

  • Oversee the day-to-day servicing and maintenance of client accounts and platforms

  • Act as a main point of contact for functional teams within the firm in ensuring client needs and objective are understood and met

  • Create client portfolio reviews, specifically in the compiling of portfolio-level analytics and incorporating the data into client review materials

  • Provide guidance to junior team members by reviewing deliverables prior to submission

  • Maintain all necessary client records in order to meet compliance and regulatory requirements

  • Coordinate and lead calls with prospects, consultants and banking partners aimed at introducing the firm’s products

  • Work with the Marketing Department in developing prospecting materials

  • Analyze company financial statements and investment policies to work with the various investment teams in creating proposed portfolios

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.

  • Required Education: Four year bachelor’s degree required, preferably in finance

  • 3-5 years of financial work experience, preferably in investments

  • Strong organizational skills with keen attention to detail

  • Articulate with excellent interpersonal skills

  • Team player with a positive attitude

  • Solid computer skills with ability to learn and proficiently use several software packages, including Excel, Word and PowerPoint a must.

  • Desire and ability to work in a fast-paced environment and experience working under strict deadlines.

  • Self-motivated and ability to work independently but also with diverse individuals/groups.

  • Must be an effective multi-tasker.

Preferred Qualifications:

  • Prefer experience with Advent APX, Salesforce and FactSet

  • Preferred pursuit or completion of the Charter Financial Analyst designation

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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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.

© 2017 SunTrust Banks, Inc. All rights reserved.

SunTrust is federally registered service marks of SunTrust Banks, Inc.

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