Investment Analyst Asset Allocation II

Bank of Hawaii; Hōnaunau (HI); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of Hawaii seeks a Portfolio Analyst to support the review and analysis of individual, institutional, and portfolio accounts, ensuring alignment with asset allocation and policy objectives.

You will collaborate with team leaders to provide investment insights and collateral materials, while maintaining strong ties to the bank's investment process for client scenarios.

Qualifications

• Bachelor’s degree in finance or related major, or equivalent work experience.
• 2–3 years of portfolio analysis experience or equivalent in banking/financial services.
• Strong PC skills and Microsoft Office; familiarity with bank systems.
• Strong communication and ability to work independently under pressure.

Responsibilities

• Analyzes and assesses discretionary portfolios for individuals and institutions to ensure alignment with objectives and risk parameters.
• Supports modeling processes with system vendors, portfolio managers, and investment committees.
• Keeps abreast of capital markets developments and advises on potential portfolio impacts.
• Pursues continuing professional development and contributes to team effectiveness.
• Performs miscellaneous responsibilities as assigned.

Skills

Portfolio analysis

Financial analysis

Communication

Time management

Education

Bachelor's degree in finance

Tools

Microsoft Office

Excel

Access

PowerPoint

Job description

Job Description

Under the direction of the team leader or manager, this position is involved in the process and review of individual, institutional, and portfolio accounts by ensuring that these accounts maintain a high level of consistency with respect to asset allocation, policy objectives and investment returns.

Job Description

Under the direction of the team leader or manager, this position is involved in the process and review of individual, institutional, and portfolio accounts by ensuring that these accounts maintain a high level of consistency with respect to asset allocation, policy objectives and investment returns.

Responsibilities

• Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters. Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firm’s investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clients’ specific investment situations.
• Supports the following processes: interfaces with system vendors, portfolio managers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bank’s standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements.
• Keeps abreast of major developments in the capital markets. Materially participates in the analysis of capital markets and/or investment managers to support the Bank’s investment process. Uses knowledge of markets, asset allocation views and investment strategies to advise Portfolio Managers of potential impact on client portfolios and make recommendations as appropriate. Supports communication of investment results, market conditions, and the firm’s investment process to internal and external clients, including but not limited to help produce collateral materials and analysis of clients’ specific investment situations.
• Actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations. Pursues attainment of relevant professional designations. Contribute to the team’s overall development by sharing information and ideas that may enhance the team’s effectiveness.
• Follows general corporate policies and pursues actions that contribute to the Trust Services Group’s overall level of profitability and performance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum.
• Performs all other miscellaneous responsibilities and duties as assigned.
  

Qualifications

• Bachelor’s degree in finance or related major from an accredited institution or equivalent work experience. Financial and trend analysis knowledge preferred.
• Minimum 2 to 3 years of experience in portfolio analysis or comparable experience in another field of banking/financial services industry or equivalent work experience. Requires basic knowledge of how economic and business conditions affect investment returns. Knowledge of security types and financial markets.
• Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems.
• Strong communications skills, including verbal, written, inter-personal and presentation. Ability to work independently and under pressure. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must be able to provide own transportation or to operate a vehicle with a valid driver’s license, and able to commute and arrive at intended destination in a timely manner and/or as required. Off island travel may be required.
  

As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.