Investment Research Assistant

About the role

The Investment Research Assistant is responsible for developing expertise in the investment process, assisting in gathering data for investment analysis and maintaining process and records for various presentations and reporting functions. Provide support to the portfolio investment management teams across all bank entities.

Responsibilities

• Participate in the process to use third-party research and data for the analysis, investment and record keeping for current and prospective individual securities and mutual fund securities.
• Aid with the transaction and record-keeping process for the fixed income, equity, and mutual fund trade functions.
• Aid with various investment presentations by collaborating with investment officers to enhance accuracy, integrity and scope of the reports.
• Develop a working knowledge of Bloomberg and other analytic tools.
• Develop a working knowledge of economies and current events affecting investment matters.
• Comply with all company or regulatory policies, procedures and requirements applicable to this position.

Qualifications

• Bachelor’s degree in accounting, economics, finance, or other related field, or equivalent working experience preferred.
• Capability to manage multiple priorities and work independently.
• Excellent verbal, written and interpersonal communication skills.
• Strong math and technology skills; demonstrated experience with Microsoft 365 products.
• Demonstrated critical thinking and analytical skills.

Benefits

The minimum salary range for this position is $50,000 annually. The actual starting salary will be based on qualifications and business needs and may vary, as permitted by applicable state law. This position is a regular full-time position and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.