Investment Analyst

Overview

If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.

In consultation with Senior Portfolio Management Team Lead, performs a variety of technical and advisory investment-related analysis and account support which ensures that management is provided with meaningful analyses and timely reporting.  Assists with the management and facilitation of  trade investments for Trust Department accounts. Performs statistical and comparative analyses to support investment-related decisions.

Responsibilities

• Executes asset purchase and sale requests from Portfolio Managers and Relationship Managers.
• Works with Portfolio Manager to build periodic and ad hoc investment reports for clients.
• Performs research, and prepares presentations for trust clients and prospects, as it relates to investment management services of the Bank.
• Completes statistical and comparative analyses to support investment-related decisions, policies and procedures.
• Reviews and assists with managing investments for client accounts, analyzing the holdings.
• Assists Portfolio Managers with investment models, strategies, monitoring securities and allocation positions.
• Provides support to Relationship Managers with client-support related items, including but not limited to client packets, market data/research, and performance related materials.
• Utilizes Morningstar, FactSet, FirstRate, Bloomberg, Scorecard, Cheetah and other software/research tools to perform investment analysis and related duties.
• Creates Investment Committee reports and prepares various monthly and ad hoc reports for internal/external use.
• Monitors and maintains the Approved Securities list. 
• Participates in investment related reviews and department.
• Assists with investment functions, activities and accounts in all traditional financial services lines, including initiating trades per direction.
• Assists with Trust activity in traditional financial services (i.e., stocks, bonds, mutual funds, ETF’s).
• Works with Administration and Operations on a variety of functions and projects.
• Performs other duties as assigned.

The Perks!

• Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)
• Career growth  opportunities
• Continuous learning opportunities
• 401(k) Retirement Plan with company match with immediate vesting
• Employee Stock Ownership Plan
• Employer provided group life insurance with option to purchase additional life insurance for you and your family members
• Employer provided long term and short term disability insurance
• Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!
• Medical, Dental, and Vision insurance
• Flex spending plan & Health savings accounts
• Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance
• Student Loan Debt Reduction Program & Tuition Assistance Plan
• Wellness Program
• Free banking services and other financial services discounts
• Take Your Dog to Work Day in June

• Employee Rally Day- a day of celebration and recognition!

Qualifications

• Bachelor’s degree or equivalent combination of post high school education and related work experience.
• 1-2 years of experience in a trust/investment role preferred.
• Knowledge of trust administration procedures and practices helpful.  Banking or financial experience is preferred.

We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.

Now that you know more about us and the position, next step is for you apply so we can learn about you!