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Job Title: Investment Analyst
Reports To: Director of Portfolio Construction and Research
Direct Reports: NA
Salary Grade: 10
SUMMARY
The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth Management. The Investment Analyst will also develop efficient portfolios and portfolio models with differing risk profiles for Wealth Management clients and prospects. The Investment Analyst will present recommendations on managers and portfolios to the Asset Management Council and the Director of Research. He/she will also prepare communications designed to inform Portfolio Managers regarding investment manager selections, portfolio construction and tactical changes to same
EDUCATION AND EXPERIENCE REQUIREMENTS
JOB FUNCTIONS
WORK ENVIRONMENT
Work location – Greenville, SC or Orlando, FL
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 10% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Full Time
$81k-113k (estimate)
04/13/2024
06/12/2024
unitedcommunitybank.com
LAKE PARK, IA
25 - 50
1931
KRISTY MILLS
$10M - $50M
United Community Bank with locations in Milford, Okoboji, Hartley, Ocheyedan and Lake Park, Iowa offers full service banking to the communities they serve.
The job skills required for Investment Analyst include Wealth Management, Leadership, Due Diligence, Investment Management, Asset Management, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Analyst positions, which can be used as a reference in future career path planning. As an Investment Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Analyst. You can explore the career advancement for an Investment Analyst below and select your interested title to get hiring information.