Investment Analyst

Bank of Ann Arbor•Ann Arbor, MI

47d•Onsite

About The Position

Summary of Duties: This individual will be primarily responsible for the support of Portfolio Managers in matters such as investment research, trading, operational/administrative support functions and bank technology. The analyst will also be responsible for assisting with special projects as assigned Essential Functions: Conduct due diligence on existing and prospective investments Collaborate with portfolio managers on research, trading and operational/admin support Create and maintain models in trading system Support model rebalancing activities Become a student of financial markets Active participant in equity and fixed income committee meetings Function as liaison with fund managers and schedule reviews as appropriate Incorporate AI to increase efficiency and scale within the Trust Department Become subject matter expert on bank technology systems Assume additional responsibilities as requested

Requirements

Undergraduate degree
2-5 years of experience
Strong analytic skills - detail oriented
Strong technology/software skills
Familiarity with AI utilization
Passion for learning/understanding investments and financial markets
Demonstrated commitment to professional development

Responsibilities

Conduct due diligence on existing and prospective investments
Collaborate with portfolio managers on research, trading and operational/admin support
Create and maintain models in trading system
Support model rebalancing activities
Become a student of financial markets
Active participant in equity and fixed income committee meetings
Function as liaison with fund managers and schedule reviews as appropriate
Incorporate AI to increase efficiency and scale within the Trust Department
Become subject matter expert on bank technology systems
Assume additional responsibilities as requested