We are a leading financial institution committed to serving our communities with integrity and expertise. With a strong foundation built on traditional values and forward-thinking principles, we provide a supportive environment where employees can thrive and grow their careers.
Position Overview
We are seeking a dedicated Investment Research Analyst to join our team. In this role, you will play a crucial part in analyzing and recommending mutual funds and equities, supporting our Wealth Management Group, and contributing to the overall objectives of our Investment Department.
Key Responsibilities
Mutual Fund Analysis:
Conduct thorough analysis and recommend suitable mutual funds through independent research and third-party resources.
Develop and maintain screening criteria for fund selection and monitoring processes.
Lead due diligence meetings with fund management teams and maintain approved and watch lists.
Equity Analysis:
Identify key drivers of shareholder value in assigned sectors and monitor industry developments.
Evaluate equity investment opportunities using various analytical methods and present recommendations to strategy managers.
General Contributions:
Adhere to departmental policies and procedures while supporting various functions within the Investment Department.
Assist in managing proprietary asset allocation models and support client relationships in the Retirement Services Department.
Collaborate with colleagues and vendors to address client issues promptly and effectively.
Qualifications
Bachelor's degree required; CFA and/or MBA preferred.
Minimum two years of experience in investment research.
Strong analytical skills and ability to communicate complex concepts effectively.
Proficiency in Microsoft 365 products; experience with Bloomberg, FactSet, and/or Morningstar Direct preferred.
Willingness to travel and work flexible hours as needed.
Why Join Us
Opportunity for career growth and professional development in a supportive environment.
Competitive compensation and benefits package.
Commitment to work-life balance with flexible scheduling options.
If you are passionate about investment research and seeking a rewarding career opportunity, we encourage you to apply and become part of our team dedicated to excellence in financial services.
Employment Type: Full-Time
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
Referrals increase your chances of interviewing at Get It Recruit - Finance by 2x