Investment Analyst, Portfolio Construction

Old National Bank•Saint Louis Park, MN

7d•$62,300 - $122,400•Onsite

About The Position

The Investment Analyst position is primarily responsible for contributing to a collaborative investment process within Old National Bank’s high net worth and institutional investment advisory business. The role involves research and analysis related to the portfolio construction process, which is multi-faceted, and will include: assessing third party asset managers and their investment strategies, supporting the decision-making process related to short- and long-term asset allocation, and applying risk management analytics across all levels of client portfolios. Candidates who are qualified for this role will have prior investment research experience, will possess a thorough understanding of multi-asset portfolio management, and will bring solid quantitative skills along with experience with related tools and techniques.

Requirements

Bachelor’s degree in finance, economics, accounting, mathematics, or another related field
2-5 years’ experience related to investment analysis
Proficiency in MS Excel required

Nice To Haves

Experience with any investment research databases (Morningstar, FactSet, Bloomberg, etc.) preferred
CFA designation/progress toward designation favorably considered
Desire to learn new ideas/skills/techniques
Manages time well, meets deadlines
Proactive in overcoming obstacles when completing tasks/projects
Strong presentation skills (building slides and presenting content)
Appreciation for aesthetic details/delivering high-quality, “polished” work

Responsibilities

Gathering, organizing, analyzing, and inference-making of data.
Utilizing various systems to find, extract, and analyze data.
Integrating Artificial Intelligence into the research process where appropriate.
Interpreting results of analyses to make inferences and summarize conclusions.
Making recommendations on how the data ought to influence decision making.
Building and/or maintaining quantitative/analytical tools.
Managing the process of converting raw data into outputs that serve as inputs to key decisions related to manager selection, asset allocation, and risk management.
Generating output and sharing results/conclusions with internal team(s).
Building presentations that are effective in articulating the “why/how/what” of the tools and techniques employed by the portfolio construction team.
Effectively using visuals – charts, tables, graphics, etc. – in educational materials for clients and colleagues.
Maintaining a logical system for keeping relevant files organized and accessible.
Occasionally taking notes and keeping records of internal team meetings/discussions as well as meetings with external asset managers and other vendors/partners/stakeholders.