Investment Analyst – Wealth Management & Research

Hills Bank and Trust Company; North Liberty (IA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Hills Bank and Trust Company in North Liberty, IA seeks an Investment Analyst/Associate to support portfolio management and research within our investment department. You will collaborate with officers to implement wealth management strategies across client accounts.

The role requires a Bachelor's degree in business and experience in investments is preferred. Candidates will gain hands-on exposure to portfolio construction, retirement planning, and trust services in a collaborative setting.

Qualifications

• This job requires skills needed in a typical office environment.
• Includes computer skills, communications skills, and use of office equipment.

Responsibilities

• Investment Strategies and Support: Work with officers to invest client accounts in wealth management portfolios.
• Maintain investment direction across accounts, monitor objectives, asset allocations, and cash position.

Skills

Office skills

Communications skills

Computer skills

Education

Bachelor's degree in business (B.A./B.S.)

Job description

Hills Bank and Trust Company in North Liberty, IA seeks an Investment Analyst/Associate to support portfolio management and research within our investment department. You will collaborate with officers to implement wealth management strategies across client accounts.

The role requires a Bachelor's degree in business and experience in investments is preferred. Candidates will gain hands-on exposure to portfolio construction, retirement planning, and trust services in a collaborative setting.