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Foundations & Endowments Specialty Practice Institutional Investment Advisor II

Truist
United Statesfull_timeVerifiedPosted 19 Aug 2025

About the role

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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:

JOB SUMMARY


The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to overall practice best thinking investment solutions and guides the implementation of strategic and tactical investment strategies in coordination with other senior team leaders. Works with the most sophisticated and demanding national caliber clients. Oversees the development of investment policy guidelines. Develops and maintains a pronounced public profile as a leader in the not for profit community in respective geographies and seeks to become a Center of Influence for the benefit of the practice. May include supervisory duties for investment support staff.

Job Description 


The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager II is a senior level manager who contributes to overall best practice, investment solutions and guides the implementation of strategic and tactical investment strategies in coordination with other senior team leaders. The incumbent hired will work with the most sophisticated and demanding national caliber clients. One will also oversee the development of investment policy guidelines, and develop/maintain a pronounced public profile as a leader in the not for profit community in respective geographies and seeks to become a Center of Influence for the benefit of the practice. The role ,ay include supervisory duties for investment support staff.

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.
Senior member of team with highly evolved investment skills who can devise, implement and communicate effective investment strategies for complex, sophisticated Outsourced Chief Investment Officer (OCIO) clients. A superior communicator and presenter who can build confidence in with the most demanding clients. Able to develop and maintain robust client relationships and cultivate constituents among client staff and board members. Responsibilities will be generally evenly divided between:

* Serving as an investment thought leader

* A high-level client service contact

* Demonstrated ability to identify and cultivate new business opportunities  

Core Responsibilities will be focused, but not limited to servicing client and investor advisory solutions including: 

* High capacity for independent critical thinking applied to developing differentiated investment solutions

* Very strong presentation and quantitative explanatory capabilities to develop an investment narrative

* Very highly developed intellectual framework to interact with internal and external partners in a manner that inspires confidence

May have broader practice-wide responsibilities as a thought leader in areas of investment topics and best communication practices, such as:

* Development of and contribution to practice team best thinking on investment strategies and communications approaches related to investment markets

* Cultivation of existing and new relationships to expand practice opportunities within geographic markets and participation in new business process and presentations

* Management and oversight of complex investment portfolios and face to face client interaction to strengthen relationship and communicate strategic positioning and investment outcomes
* Providing leadership for deal team in new business opportunities

Required Qualifications:

The re

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Company

Truist

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