Wealth & Investment Research Lead — Remote/Hybrid

Huntington Bank; Cincinnati (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Huntington National Bank is seeking a dedicated professional to provide direct support to Portfolio Managers through research and analysis of buy/sell ideas for a defined group of equities.

You will monitor existing and potential holdings, work on complex portfolios, and assist with reporting and client discussions, ensuring fiduciary standards and strong portfolio management. This role offers a hybrid office environment and opportunities to grow with Huntington Trust leadership.

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.

Skills

Research

Portfolio analysis

Financial modeling

Job description

Huntington National Bank is seeking a dedicated professional to provide direct support to Portfolio Managers through research and analysis of buy/sell ideas for a defined group of equities.

You will monitor existing and potential holdings, work on complex portfolios, and assist with reporting and client discussions, ensuring fiduciary standards and strong portfolio management. This role offers a hybrid office environment and opportunities to grow with Huntington Trust leadership.