Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Description
Assists customers with investments and trust services. Daily administration and interaction with Trust Department clients. Annual review of accounts. Acts as liaison with bank branches to generate leads and cross referral opportunities of banking products and services. Build relationships with CPAs, Attorneys, Investment Managers, and current bank customers.
Requirements
Bachelor's Degree from four-year college or university
Experience and/or training in development of business in Banking or Finance.
Superior customer service skills
Possess or be willing to obtain Series 6 or 7, 63 and SC or GA LA&H Insurance License
Preferred Qualifications:
Advanced Degree: Masters, JD or CPA
Certified Trust and Financial Advisor (CTFA)
Working knowledge of the interpretation and practical application of document provisions, trust and estate law taxes, investments and the legal framework of Trust Administration
Training:
Employer will provide training necessary to sit and pass any License requirement. Employer will also provide training related to Trust Administration through appropriate Banker’s Trust School.
Security Federal Bank offers a competitive salary and benefits package. EEO.
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