Wealth & Investment Rsrch Analyst - Lead

0101 The Huntington National Bank; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Huntington Bank is seeking an experienced Investment Analyst to support Portfolio Managers through rigorous research and analysis of buy/sell recommendations for a defined set of equities. You will monitor holdings and provide portfolio analytics to leadership, helping ensure compliant and informed investment decisions.

The role involves collaboration with portfolio managers, preparing investment reports, engaging with clients, and contributing to risk assessments.

Qualifications

• Experience performing financial analysis and reporting.
• Ability to monitor portfolio performance and analyze market trends.
• Strong communication with portfolio managers and clients.

Responsibilities

• Lead research initiatives and develop investment strategies.
• Conduct financial analysis and reporting.
• Monitor portfolio performance and analyze market trends.
• Collaborate with portfolio managers and provide recommendations.
• Prepare investment reports and engage with clients.
• Perform risk assessments and support senior analysts.
• Present insights to leadership and update on investment results.
• Oversee onboarding for new IM&T accounts.
• Maintain fiduciary compliant account administration.
• Pursue ongoing learning and professional development.

Skills

Investment analysis

Financial modeling

Portfolio performance analysis

Market research

Job description

Description Summary: Provides direct support to Portfolio Managers through research and analysis of buy and sell recommendations for a defined group of more complex equities. Monitors existing and potential holdings for funds through research and collection of information through third party services and consulting calls. Works with Portfolio Managers on more complex individual portfolios to ensure compliance and overall portfolio management. Provides reporting and portfolio analytics to Huntington Trust leadership. May assist with client contact as needed.

Duties and 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.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type: Office

Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it's helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values - simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.

If you'd like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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