Investment Analyst

Socket.dev; North Liberty (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Hills Bank in North Liberty, IA seeks an Investment Analyst/Associate to provide research and technical support to the Wealth Management department, helping invest client accounts in model portfolios and assisting Investment Committee meetings.

The role emphasizes building financial analyses, preparing presentations, and staying current with investments; requires a Bachelor's in business/finance/economics and prior banking experience preferred. This is a full-time on-site position.

Qualifications

• Bachelor's degree in business, finance, or economics, or equivalent experience.
• Prior investment management experience preferred.
• Strong computer and analytical skills.

Responsibilities

• Invest client accounts in wealth management model portfolios under supervision.
• Monitor investment objectives and asset allocations across accounts.
• Prepare presentations for client and sales meetings.
• Assist Investment Committee with data and analysis.

Education

Bachelor's degree in business/finance/economics

Job description

SCHEDULE

Full-time; Monday through Friday (8:00 am – 5:00 pm) Average of 40 hours/week.

LOCATION

590 W Forevergreen Rd, North Liberty, IA 52317

BENEFITS

Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!

SCOPE

This position will be responsible for providing research and technical support to the department and consistently apply the Department's investment strategy across all accounts.

The Investment Officer career track may start with the Investment Analyst or Investment Associate roles. These roles focus on the fundamentals of portfolio construction and investment management. You'll gain valuable hands‑on experience working alongside leading professionals in the disciplines of investments, portfolio management, retirement planning, and trust services.

ACCOUNTABILITIES

Investment Strategies and Support

• Work with all officers in the department to invest client accounts in wealth management model portfolios.
• Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.

• Help with the creation of presentations for use in client and sales meetings.
• Complete statistical and comparative analysis in investment activities on a constant basis.
• Read, analyze and synthesize trade, periodical and resource material.
• Appropriate review of all accounts regarding asset holdings and portfolio management.
• Buy or sell stocks, mutual funds and exchange‑traded‑funds in a fiduciary manner.
• Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops.
• Assist in assembly of data for Investment Committee.
• Participate in Investment Committee meetings.

• Review, revise and maintain preferred qualified retirement plan investment lineups for participant directed plans.

Customer Support/Business Development

• Work with relationship managers to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
• Ensure that transactions in accounts under their direct administration be given proper tax codes, have a general knowledge of tax rules.
• Assist in the creation and updating of prospect and customer financial plans and investments analysis

• Help with the creation of presentations for use in client and sales meetings.

EDUCATION AND SPECIAL REQUIREMENTS

• Bachelor's degree (B.A. or B.S.) from a four-year college or University in the field of business, including specific courses in accounting, finance, and economics; or one year of banking experience and/or training; or equivalent combination of education and experience.
• Previous experience within investment management preferred.
• This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY