Trace Forest
Incoming Investment Banking Analyst at Truist Securities | Mooresville, North Carolina, United States
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As an Incoming Investment Banking Analyst at Truist Securities, Trace Forest is poised to leverage his strong academic foundation and diverse skill set to contribute meaningfully to the Project Finance team. Currently pursuing a degree in Finance and Management with a concentration in Data Analytics and Entrepreneurship at the University of South Carolina, Trace has honed his expertise in financial modeling and analytical skills, essential for navigating the complexities of project finance. His coursework has equipped him with a robust understanding of financial instruments, capital markets, and investment strategies, enabling him to analyze and evaluate potential investment opportunities effectively.
At Truist Securities, Trace will engage in key projects that involve structuring and financing large-scale infrastructure initiatives, renewable energy projects, and other capital-intensive ventures. His proficiency in Microsoft Excel will be instrumental in developing detailed financial models that assess project viability and forecast returns, while his critical thinking abilities will aid in identifying risks and opportunities within various investment scenarios. Additionally, Trace's strong written communication skills will enhance his capacity to prepare comprehensive reports and presentations for stakeholders, ensuring that complex financial concepts are conveyed clearly and persuasively.
Collaboration is at the heart of investment banking, and Trace's teamwork experience will enable him to work seamlessly with cross-functional teams, fostering a culture of innovation and problem-solving. His leadership and negotiation skills will further empower him to advocate for clients' interests, driving successful outcomes in competitive bidding processes. As he embarks on this exciting career path, Trace Forest is committed to making a significant impact at Truist Securities, contributing to the firm's reputation as a leader in project finance.
Incoming Investment Banking Analyst at Truist Securities in August 2024 to Present
Consumer Discretionary Senior Analyst at Garnet Fund in April 2024 to December 2024
Investment Banking Summer Analyst at Truist Securities in May 2024 to August 2024
Vice President at Carolina Finance and Investment Association in December 2023 to May 2024
Head of Consumer & Retail Group at Carolina Fund in May 2023 to May 2024
Credit Analyst Intern at First Reliance Bank in December 2023 to January 2024
Director of Recruiting at Carolina Finance and Investment Association in May 2023 to December 2023
Legislative Intern at South Carolina Governor's Office in August 2022 to April 2023
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University of South Carolina, Bachelor of Science - BS, September 2026
University of South Carolina Darla Moore School of Business, Bachelor of Business Administration - BBA, September 2026
Pine Lake Preparatory, Inc., September 2026
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Financial Modeling
Interpersonal Skills
Written Communication
Analytical Skills
Critical Thinking
Teamwork
Problem Solving
Customer Service
Customer Satisfaction
Microsoft Excel
Mathematics
Leadership
Microsoft Word
Negotiation
Auto Detailing
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Discover more about Truist SecuritiesWhat is Trace Forest email address?
Email Trace Forest at [email protected]. This email is the most updated Trace Forest's email found in 2026.
How to contact Trace Forest?
To contact Trace Forest send an email to [email protected]. (updated on September 01, 2024)
What company does Trace Forest work for?
Trace Forest works for Truist Securities
What is Trace Forest's role at Truist Securities?
Trace Forest is Incoming Investment Banking Analyst
What is Trace Forest's Phone Number?
Trace Forest's phone (704) ***-*159
What industry does Trace Forest work in?
Trace Forest works in the Banking industry.
Trace Forest Email Addresses
Trace Forest Phone Numbers
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