Analyst, Investment Management Group, South Bend

Position Summary

Responsible for trading and investment research and provides additional support to the portfolio managers.

• Executes trades from various staff members who have authority.
• Executes trades from direct third parties.
• Handles settlement issues with brokers and trust operations department.
• Conducts investment research as requested covering various market sectors.
• Collects and aggregates sector and performance data for marketing and other internal information purposes.
• Supports investment committee and completes tasks as assigned.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

Performs all other duties as assigned.

• Prior finance, accounting or investment experience during college preferred.
• Knowledge of trading systems (i.e., Moxy. Bloomberg, FACTSet).
• Knowledge of investment research methods.
• Knowledge of Bloomberg, Morningstar or other investment data sources.
• Proficient in Microsoft Excel and Word essential.
• Attention to detail.
• Ability to multi-task and prioritize in a fast-paced environment.
• Good written and verbal communication skills.

• Bachelor’s Degree required.
• CFP/CFA/MBA candidate preferred.

Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, training, seminars, etc.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

MS Office PC, Bloomberg, fax, phone and standard office equipment.