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Posting Date :
Primary Location :
West Palm Beach Area, FL US
Work Address :
150 South US Highway One 4th Floor
Job ID :
Schedule :
Job Description :
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 less than three years of experience. Selected incumbents may be assigned to any one of IAG’s specialty groups, including economic, market and portfolio strategy; investment management and operational due diligence; equity and fixed income research and trading; investment communications and/or portfolio management. Career advancement will depend upon individual performance, attainment of requisite KSAs (knowledge, skills & abilities), related professional designations/credentials and business needs.

Current Opportunity:

IAG Associate supporting firm’s Fixed Income Portfolio Management area.


Assist the Fixed Income team with monitoring and reporting on separately managed account mandate, tracking new accounts, data base management, monitoring cash balances, cash flow requests, trade allocation and helping to track portfolios dispersion to strategy mandates.


The IAG Associate will support the Director of Fixed Income Portfolio Management and the Fixed Income Portfolio Analysts Team. The incumbent will report to the Director of Fixed Income Portfolio Management.

The incumbent will assist more senior investment professionals in running reports, updating data bases, assembling and reviewing data, and conducting research and analysis.


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 originTo review the EEO Poster, copy and paste the following link into your browser:
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