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Privately Held Investment Administrator (Closely Held) - Nashville, TN or Richmond, VA
Suntrust Banks, Inc. | Richmond, Virginia
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Job Description

Privately Held Investment Administrator (Closely Held) - Nashville, TN or Richmond, VA-W442378


Responsible for managing and maintaining closely held and thinly traded business interests (corporations, partnerships and limited liability companies, etc.) held in fiduciary accounts by SunTrust Bank or one of its subsidiaries or affiliates. Typical tasks performed include acquiring, managing, valuing and disposing of assets; analyzing and recommending votes for tender offers, partnership consents and corporate actions; pricing and valuing assets; supervising the work of administrative assistants and operations specialists; and generating fees in support of departmental revenue goals in the process of carrying out the above activities. Work closely with internal staff as well as external advisors to administer the closely held business interests in accordance with the clients requirements, including investment goals, legal and tax aspects and in coordinating client contacts on an ongoing basis while minimizing the risk to SunTrust Bank. Handles only the most complex assets and transactions directly. Works independently. Assists in overseeing the work of and training more junior asset managers. Has a thorough knowledge of and the ability to apply business valuation principles, closely held business and fiduciary matters. Has significant new business development involvement.


Minimum of 2 years related business experience. Post graduate degree, professional designation in business valuation or equivalent experience is required. Intermediate skills in microsoft office products; good communication skills both verbal and written; ability to multi-task.

Preferred requirements: MBA, JD; CPA or CMA certification; ABV certification; experience with investment products.

Job:Private Wealth Management
Primary Location: VA-Richmond Area
Work Locations: Richmond Headquarters

919 East Main Street

Richmond 23219


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 origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

To review the EEO Poster, copy and paste the following link into your brower: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

About Suntrust Banks, Inc.

SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary, SunTrust Bank (the Bank), the Company provides deposit, credit, and trust and investment services. Through its subsidiaries, SunTrust also provides mortgage banking, credit-related insurance, asset management, securities brokerage and capital market services. The Company operates in five business segments: Retail, Commercial, Corporate and Investment Banking (CIB), Wealth and Investment Management, and Mortgage. The Bank operates primarily in Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia and the District of Columbia. SunTrust provides clients with a selection of technology based banking channels, including the Internet, automated teller machines (ATMs), personal computers and around-the-clock telebanking. In May 2008, SunTrust completed the acquisition of GB&T Bancshares, Inc.

This company profile was created by AfterCollege and is about Suntrust Banks, Inc.. This page is not endorsed by or affiliated with Suntrust Banks, Inc.. For questions regarding company profiles, please email: care@aftercollege.com.