Investment Analyst

The Investment Analyst is responsible for supporting our portfolio management team in the development of our investment strategy, the execution of our strategy in client accounts, and maintaining the information and processes necessary for the successful completion of these functions.

RESPONSIBILITIES

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  Conduct regular and as assigned investment and portfolio research projects and stays informed of developments in the market
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  Work closely with portfolio managers in the management of client assets
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  Create asset allocation programs for execution with client accounts and provide recommendations to portfolio managers
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  Process trades, capital actions and maturities as assigned
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  Responsible for appropriate completion of paperwork and records maintenance
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  Participate in the development of investment strategies based on management’s philosophy and objectives
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  Manage less complex client portfolios with portfolio manager oversight
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  Monitor and update all Wealth Management client and prospecting materials to reflect current best thinking, as well ensure data and market information is current

Qualifications

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  Bachelor’s degree in Business, Finance or related fields required
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  Ability and desire to obtain the Chartered Financial Analyst(CFA) designation is required
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  Relevant experience through coursework or internship that offered exposure and knowledge of the investment market is required
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  Minimum of one year of prior investment or wealth management experience is highly desired
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  Fundamental understanding of fiduciary wealth management required
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  Proficient with Microsoft Office suite of software required
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  Excellent customer service and interpersonal skills required
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  Strong verbal and written communication skills required
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  High level of facility at data manipulation
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  Ability to work independently and multi-task
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  Detail oriented, flexible, organized, self-starter and team-player

KEY COMPETENCIES

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  Professionalism
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  Critical Thinking
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  Product/Relationship management focused
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  Analytically fluent
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  Communication skills

Essential Functions

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  Sitting for extended periods of time.
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  Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
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  Ability to converse and exchange information with all levels of staff within organization.
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  Ability to observe, perceive, identify, and translate data

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