INVESTMENT RESEARCH ANALYST - HEADQUARTERS

STAR Financial Bank; Fort Wayne (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible Dependent Care Account

Health Savings Account

Prescription Drug Plan

Employee Wellness Initiatives

Health Management Reimbursement

Short Term/Long Term Disability

Life Insurance

Tuition Reimbursement

Competitive Pay and Bonus Program

401k

Generous Paid Time off

Job summary

STAR Financial Bank in Indiana seeks an Investment Research Analyst to support Investment Officers with research, analysis, and reporting on securities and client portfolios. You will compile sources, maintain security lists and models, prepare performance reports, and assist with meetings and proposals.

We value strong analytical skills, attention to detail, and the ability to work independently or within a team, with excellent communication and organizational abilities.

Qualifications

• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication.
• Detail-oriented with ability to multitask.
• Ability to work independently or in a team.
• Proficient in Microsoft Office suite.

Responsibilities

• Research investments and provide information to Investment Officers.
• Prepare and update investment models and reports.
• Lead trading activities within client accounts per direction.
• Document minutes and assist with client proposals and RFPs.
• Generate quarterly performance reporting for client accounts.
• Maintain relationships with brokers and third-party managers.

Skills

Analytical thinking

Problem solving

Attention to detail

Communication skills

Teamwork

Organizational skills

Multitasking

Tools

Microsoft Office

Job description

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What’s Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.

STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.

As An Investment Research Analyst, Essential Responsibilities Include

• Provides information regarding various securities and technical advice to Investment Officers with respect to investment decisions.
• Make use of sources such as annual or industry reports, trade journals, technical periodicals, and brokers’ and management reports to do research and analysis of investments.
• Initiates and conducts research relating to the investment suitability of various securities.
• Maintains and updates various security lists and investment models.
• Prepares research reports on fund performance and provides analysis to present to investment officers or committees.
• Assists Investment Officers in researching various investments consistent with client investment parameters
• Lead trading activities within client accounts per Investment and Trust Officer direction, including department-wide model reviews and rebalances.
• Maintain and regularly update investment models across full range of investment objectives.
• Works closely with outside managers in trading activities to ensure trades are completed timely and within client specifications.
• Make outside sales calls with Investment Officers, as requested.
• Document minutes for both internal departmental meetings and meetings with external partners.
• May be asked to assist with inside sales and service, working with small accounts, structured portfolios, and facilitate customer service and cross-selling activities.
• Assists Trust Officers and Investment Officers in client meeting packet preparation.
• Assists Investment Officers and Trust Officers with client proposals and RFPs.
• Prepare quarterly performance reporting for client accounts.
• Generate and maintain reports for monthly and quarterly committee and sub-committee meetings.
• Portfolio management of smaller model-based accounts.
• Serves as the main point of contact in relationships with brokers, third party investment managers and vendors providing investment performance and research to STAR.
• Performs due diligence on brokers and third-party investment managers consistent with STAR policies and procedures.

Skills Needed

• Working knowledge and experience utilizing Microsoft Office.
• Excellent administrative and organizational skills.
• Demonstrated analytical and problem-solving skills.
• Highly detail oriented and able to multi-task.
• Strong oral and written communication skills.
• Ability to work independently or within a team environment.

In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage

• Flexible Dependent Care Account
• Health Savings Account (with employer contributions)
• Prescription Drug Plan
• Employee Wellness Initiatives (physical/mental/financial)
• Health Management Reimbursement Program
• Short Term/Long Term Disability
• Life Insurance
• Tuition Reimbursement
• Competitive Pay and Bonus Program
• 401k (with employer match)
• Generous Paid Time off including 11 1/2 holidays.
• Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.