Address
Form of work
SalaryOverview:
Key Responsibilities:
The primary role of the Investment Analyst is to conduct fundamental research and due diligence on mutual funds and money managers. The Investment Analyst is responsible for developing and maintaining the Approved List of mutual funds for use by Relationship Managers and Portfolio Managers. Makes recommendations for investment strategies that meet the objectives set forth by various committees, portfolio managers and client facing associates.
Key Responsibilities:
- Perform fundamental research and due diligence on mutual funds and money managers and make recommendations to the various committees for approval of managers to be added or removed from the “Approved List”.
- Meet with Portfolio Managers, Portfolio Specialists, and Analysts via on-site visits, in-house meetings, and conference calls in an effort to develop a working knowledge of the firm, team, process, and performance expectations.
- Manage the Approved List of mutual funds across a number of asset classes, ensuring the list offers not only differentiated investment offerings but also highest conviction ideas.
- Serve as subject matter expert in respected areas of coverage.
- Support Relationship Managers and Portfolio Managers on ad hoc questions or projects to better serve clients and meet client objectives.
- Assist in the management of the Asset Allocation Models by making mutual fund recommendations that meet the objectives as determined by the Wealth Investment Management Committee and/or Asset Allocation Committee.
- Proactively stay abreast of events and developments in the financial markets.
- Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
JOB REQUIREMENTS – EDUCATION, KNOWLEDGE, AND SKILLS
- Bachelor’s Degree in Business, Finance, or Economics.
- 2 - 5 years of experience conducting mutual fund due diligence.
- Chartered Financial Analyst or working towards designation highly desired.
- Working knowledge of Morningstar Direct and Morningstar Advisor Workstation beneficial.
- Strong written, communication and presentation skills required.
- Proven ability to effectively deliver presentations to Committees, Portfolio Managers and other groups as it pertains to Investment Research.
- Exhibit effective listening skills, solid problem solving and decision-making skills.
- Strong understanding of the business development process and the ability to collaborate with/and support JFG associates in their business development and client retention efforts.
- Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.
