What are the responsibilities and job description for the Investment Analyst position at OakworthTalent?
Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Investment Analyst that will play a vital role in supporting our business goals and overall vision. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).
Summary:
The Investment Analyst will be responsible in assisting the Wealth team on a wide variety of projects and analysis with components of strategy, data gathering/inquiry, and reporting. This role works closely with Wealth Leadership, Portfolio Managers, Client Advisors, and Client Support across all markets to ensure a coordinated approach to serving our clients.
Key Roles/Responsibilities:
- Point of contact for executing trades throughout the organization
- Owns the process of rebalancing portfolios
- Responsible for analyzing portfolios to ensure suitability
- Creation and dissemination of internal investment communications
- Assists in the creation of client meeting materials and proposals
Responsibility Details:
- Manages the daily oversight for Black Diamond.
- Owns and manages internal Investment Committee Meetings, including management of meeting minutes.
- Responsible for analyzing individual investments to ensure suitability.
- May participate in client meetings occasionally.
- Work with Wealth Leadership to foster an atmosphere of continual improvement, encouraging new ideas and implementing best practices.
Qualifications and Skills:
- Bachelor’s degree in economics, finance, accounting or related area of study is required.
- One to two years of related experience and/or training is preferred.
- Demonstrates a high level of professionalism with confidential and sensitive information.
- Ability to manage priorities and workflow with minimal guidance.
- Have excellent interpersonal skills, as well as written and verbal communication skills.
- Acute attention to detail.
Oakworth has been recognized by American Banker magazine as one of the “Best Banks to Work For” nine times, earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked #2 nationally in both 2024 and 2025, after holding the #1 ranking six times in prior years. To learn more about our story and what truly sets Oakworth apart, visit https://www.oakworth.com/.
If you are interested in this excellent opportunity, please send your resume to brooke.kline@oakworth.com.