Investment Analyst, Portfolio Construction

Responsibilities

The Investment Analyst position is primarily responsible for contributing to a collaborative investment process within Old National Bank’s high net worth and institutional investment advisory business. The role involves research and analysis related to the portfolio construction process, which is multi-faceted, and will include:

• Assessing third party asset managers and their investment strategies
• Supporting the decision-making process related to short- and long-term asset allocation
• Applying risk management analytics across all levels of client portfolios

Requirements

Candidates who are qualified for this role will have prior investment research experience, will possess a thorough understanding of multi-asset portfolio management, and will bring solid quantitative skills along with experience with related tools and techniques.

Key Competencies for Position

• Desire to learn new ideas/skills/techniques
• Manages time well, meets deadlines
• Proactive in overcoming obstacles when completing tasks/projects
• Strong presentation skills (building slides and presenting content)
• Appreciation for aesthetic details/delivering high-quality, “polished” work

Qualifications And Education Requirements

• Bachelor’s degree in finance, economics, accounting, mathematics, or another related field
• 2-5 years’ experience related to investment analysis
• Proficiency in MS Excel required; experience with any investment research databases (Morningstar, FactSet, Bloomberg, etc.) preferred
• CFA designation/progress toward designation favorably considered

Pay

The salary range for this position is $62,300 - $122,400 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.