Senior Wealth & Investment Research Strategist

Huntington Bank; Columbus (OH); On-site; USD 75,000 - 120,000; Full time

Job summary

Huntington Bank is seeking a position in Columbus, OH to provide direct support to Portfolio Managers through research and analysis of buy/sell recommendations for complex equities. The role involves monitoring holdings, gathering information from third party services and consultations, and producing reports and analytics for Huntington Trust leadership.

The ideal candidate will work with Portfolio Managers on more complex portfolios to ensure compliance and effective portfolio management.

Responsibilities

• Lead wealth and investment research initiatives and develop investment strategies.
• Conduct financial analysis and reporting.
• Monitor portfolio performance and analyze market trends/conditions.
• Collaborate with portfolio managers and provide recommendations for investment decisions.
• Prepare investment reports and engage with clients for investment discussions.
• Conduct risk assessments and support senior analysts.
• Engage in continuous learning and prepare presentations.
• Update senior leadership on investment insights.
• Oversee the account opening process for all new Investment Management and Trust (IM&T) business.
• Manage relationships and the administration of trust accounts.
• Ensure account administration complies with fiduciary principles.
• Performs other duties as assigned.

Job description

Huntington Bank is seeking a position in Columbus, OH to provide direct support to Portfolio Managers through research and analysis of buy/sell recommendations for complex equities. The role involves monitoring holdings, gathering information from third party services and consultations, and producing reports and analytics for Huntington Trust leadership.

The ideal candidate will work with Portfolio Managers on more complex portfolios to ensure compliance and effective portfolio management.