Wholesale Credit Delivery - Corporate Finance - Analyst I

Truist Financial - Atlanta, GA

Part-time,Full-time - Entry Level

Atlanta, GA

Credit Intermediation and Related Activities

About the position

The Analyst I position in Wholesale Credit Delivery within Corporate Finance is designed to support leaders and teams by providing research, analysis, and project management. The role involves developing materials related to industry and market insights, managing sales pipelines, and enhancing the effectiveness of the team through various analytical tasks.

Responsibilities

• Conduct industry, market and company research to source prospect names and develop prospect lists in coordination with the leadership team.
• Develop project materials that include industry, market, and company-specific information as well as general economic data.
• Generate customized sales or project content for both internal and external purposes.
• Track calling and marketing efforts to clients and prospects, ensuring proper use of the CRM system with the coverage team.
• Build upon foundational understanding of the market, credit, and products, as well as relationship management skills.

Requirements

• Bachelor's degree
• Strong analytical skills and attention to detail
• Strong written and verbal communication skills
• Competitive drive and high work ethic, self-starter, team-oriented
• Solid leadership and interpersonal skills
• High level of adaptability and flexibility with strong organizational and time management skills
• Some understanding of business
• Advanced proficiency in Microsoft Excel and PowerPoint

Nice-to-haves

• Minimum GPA: 3.0
• Demonstrated work experience in finance or related field

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days
• Sick days
• Paid holidays
• Defined benefit pension plan
• Restricted stock units
• Deferred compensation plan