Wealth & Investment Rsrch Analyst - Lead

Huntington Bank; Lakewood (OH); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Flexible work arrangement

Job summary

Huntington National Bank is seeking a dedicated Investment Support professional to assist Portfolio Managers with research and analysis of buy and sell recommendations for a defined group of equities. You will monitor holdings, gather information from third-party sources, and support compliance and portfolio management across complex portfolios.

The role includes reporting and portfolio analytics for Huntington Trust leadership, with potential client contact as needed.

Qualifications

• Lead wealth and investment research initiatives and develop investment strategies.
• Conduct financial analysis and reporting.
• Monitor portfolio performance and analyze market trends/conditions.

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.

Skills

Investment research

Financial analysis

Portfolio support

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Bloomberg

FactSet

Excel

Job 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.

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.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.