Investment Analyst, Portfolio Construction

Old National Bank•St Louis Park, MN

6d•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.
Prior investment research experience.
Thorough understanding of multi-asset portfolio management.
Solid quantitative skills.
Experience with related tools and techniques.

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.
Ownership of quantitative tools, including building and/or maintaining them.
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.
Organizing a “library” of data, tools, information, and deliverables.
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.