Investment Analyst

Summary:

The Investment Analyst will assist the Wealth team on a wide variety of projects and analyses, including 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.

• Point of contact for executing trades throughout the organization
• Own the process of rebalancing portfolios
• Analyze portfolios to ensure suitability
• Create and disseminate internal investment communications
• Assist in the creation of client meeting materials and proposals

• Manage the daily oversight for Black Diamond.
• Own and manage internal Investment Committee meetings, including management of meeting minutes.
• Analyze individual investments to ensure suitability.
• Participate in client meetings occasionally.
• Work with Wealth Leadership to foster continual improvement, encouraging new ideas and implementing best practices.

• Bachelor’s degree in economics, finance, accounting, or a related area of study is required.
• One to two years of related experience and/or training is preferred.
• Demonstrate a high level of professionalism when handling confidential and sensitive information.
• Ability to manage priorities and workflow with minimal guidance.
• Excellent interpersonal, written, and verbal communication skills.
• Acute attention to detail.