Private Equity & Alternative Investments Senior Analyst

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Regular

English (Required)

1st shift (United States of America)

The Senior Private Equity & Credit Analyst will play a lead role in the sourcing, due diligence, selection, implementation, and ongoing monitoring of private market investment opportunities across private equity, private credit, private real assets, secondaries, co-investments, and fund-of-funds strategies, including evergreen vehicles designed for high-net-worth and private wealth investors.

This individual will serve as a private markets subject matter expert and serve as a link between the Private Capital team, product partners, advisors, and clients and will provide investment education, portfolio construction guidance, and support to advisors, clients, prospects, and centers of influence. Including representing the Private Capital team at internal and external events, delivering thought leadership and market insights across private equity, private credit, and the broader private markets.

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.

• Lead or co-lead the sourcing, due diligence, underwriting, approval, onboarding, and ongoing monitoring of private capital investment opportunities across private equity, private credit, real assets, co-investments, secondaries, and evergreen fund structures, including the preparation of investment memoranda, investment committee recommendations, manager reviews, and other ongoing due diligence and monitoring requirements.
• Coordinate the ongoing development, management, and enhancement of Truist’s private capital platform across both bank and brokerage wealth channels, including manager selection, platform construction, product lifecycle management, advisor support, and the expansion of institutional-quality private market offerings.
• Lead and support new and existing business development initiatives through client, prospect, and center-of-influence meetings; deliver private equity and private markets presentations; provide advisor and client education; support RFP responses; and serve as a trusted resource on private capital solutions.
• Provide strategic advisory and consulting services on private capital portfolio construction, manager selection, and customized projects, including private capital portfolio reviews, asset allocation assessments, and other investment-related engagements.
• Represent the Private Capital team as a speaker and/or expert panelist at Truist Wealth internal and external client events across market footprint to build connectivity & showcase expertise with teammates, clients and prospects providing key insights, current trends and subject matter expertise with respect to private markets.
• Represent the Private Capital team as a speaker and/or panelist, and subject matter expert at internal and external client events across the Truist Wealth footprint to build connectivity and showcase private markets expertise with advisors, clients, prospects, centers of influence, and key business partners.

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.

• 10+ years…