What are the responsibilities and job description for the Investment Analyst position at Nicolet National Bank?
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Investment Analyst position is responsible for leveraging guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients.
As An Investment Analyst, You Will
Equal Opportunity Employer/Veterans/Disabled
The Investment Analyst position is responsible for leveraging guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients.
As An Investment Analyst, You Will
- Work closely with Wealth Portfolio Managers, Wealth Advisors, and Trust Administrative Officers to maintain appropriate investment strategy/asset allocation for client portfolios based on client circumstances, objectives, and risk tolerance.
- Be an active contributor to Investment Committee and Investment Research Team through investment research, monitoring, and various projects.
- Pro-actively provide Portfolio Managers and Wealth Advisors timely, detailed information on proposed portfolio changes.
- Implement Investment Committee tactical asset allocation changes into client portfolios as they occur.
- Have a knowledge of investments and asset management strategies, products and services.
- Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
- Provide clients with exceptional customer service during every interaction.
- Identify and refer business to other areas within the Bank as appropriate.
- Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
- Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet
- Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives
- Perform all other duties as assigned.
- Bachelor’s Degree Finance, Accounting, or Economics Required
- Chartered Financial Analyst (CFA) Program candidate Preferred
- Strong interest in investments with a desire to pursue a career in investments
- 3 years Investment background is required
- Series 7 and 66 License preferred
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
Equal Opportunity Employer/Veterans/Disabled