INVESTMENT RESEARCH ANALYST - HEADQUARTERS

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What’s Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.

Responsibilities

• Provides information regarding various securities and technical advice to Investment Officers with respect to investment decisions.
• Conducts research and analysis of investments using sources such as annual or industry reports, trade journals, technical periodicals, and brokers’ and management reports.
• Initiates and conducts research relating to the investment suitability of various securities.
• Maintains and updates various security lists and investment models.
• Prepares research reports on fund performance and provides analysis to present to investment officers or committees.
• Assists Investment Officers in researching various investments consistent with client investment parameters.
• Leads trading activities within client accounts per Investment and Trust Officer direction, including department-wide model reviews and rebalances.
• Maintains and regularly updates investment models across a full range of investment objectives.
• Works closely with outside managers in trading activities to ensure trades are completed timely and within client specifications.
• Makes outside sales calls with Investment Officers, as requested.
• Documents minutes for both internal departmental meetings and meetings with external partners.
• Assists with inside sales and service, working with small accounts, structured portfolios, and facilitates customer service and cross-selling activities.
• Assists Trust Officers and Investment Officers in client meeting packet preparation.
• Assists Investment Officers and Trust Officers with client proposals and RFPs.
• Prepares quarterly performance reporting for client accounts.
• Generates and maintains reports for monthly and quarterly committee and sub-committee meetings.
• Manages portfolio of smaller model-based accounts.
• Serves as the main point of contact in relationships with brokers, third-party investment managers, and vendors providing investment performance and research to STAR.
• Performs due diligence on brokers and third-party investment managers consistent with STAR policies and procedures.

Skills

• Working knowledge and experience utilizing Microsoft Office.
• Excellent administrative and organizational skills.
• Demonstrated analytical and problem-solving skills.
• Highly detail-oriented and able to multi-task.
• Strong oral and written communication skills.
• Ability to work independently or within a team environment.

Benefits

• Affordable Medical, Vision, and Dental Coverage
• Flexible Dependent Care Account
• Health Savings Account (with employer contributions)
• Prescription Drug Plan
• Employee Wellness Initiatives (physical/mental/financial)
• Health Management Reimbursement Program
• Short Term/Long Term Disability
• Life Insurance
• Tuition Reimbursement
• Competitive Pay and Bonus Program
• 401k (with employer match)
• Generous Paid Time Off including 11 ½ holidays

Eligibility of benefits is determined by employment status classification.