Investment Analyst

Position Summary:
Provides administrative and quantitative support to the Portfolio Managers and New Business Officers. Provides investment research and analytical support to Portfolio Managers as directed.

Position Responsibilities:

• Maintain the confidentiality of the Bank and its customers
• Provides excellent customer service to the Wealth Management clients
• Prepares letter correspondence for the Wealth Management clients
• Answers client questions within scope of responsibility
• Coordinates and maintains client Investment Policy Synoptic detailing the client’s investment objective.
• Develops, prepares and distributes equity screens for investment idea generation.
• Conducts equity research by reviewing and analyzing company investor material and sell side research for the purposes of stock selection.
• Supports the fixed income investment process by conducting credit analysis.
• Maintains trading models on the bank’s trading platform.
• Blocks and execute trades as directed by Portfolio Managers.
• Prepares and produces client and prospect materials for meetings.

Essential Skills and Experience:

• Degree in business, finance or related field preferred
• Ability to interact effectively and tactfully with Wealth Management clients and Bank personnel from other departments either in person or over the telephone
• Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer
• Excellent oral and written communication skills required
• Ability to read, write and speak English clearly
• Knowledge of own department’s operations, policies, and procedures
• Must be an organized, independent, and detail-minded individual

Nonessential Skills and Experience:

• Attends required special events as needed as a representative of the Bank
• Special projects and other related duties as assigned
• Maintain a neat and orderly work area

Reporting to this position:

• None

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time