Investment Analyst
About The Position
The Investment Analyst at Fidelity Bank Wealth Management serves as a key contributor to the bank’s investment, trust, and fiduciary services by supporting portfolio construction, investment research, trading, and relationship management across our client base. We are seeking someone that has experience in portfolio management, asset allocation, financial analysis, and global capital markets, along with proficiency in financial software and Microsoft Office. Responsibilities include developing customized multi‑asset portfolios, conducting manager and market research, producing investment commentary, maintaining regulatory‑aligned review processes, and collaborating closely with internal teams and external partners. The ideal candidate is detail‑oriented, analytical, communicative, and proactive, with a BA/BS in a finance‑related field and interest in professional designations such as the CFA.
Requirements
- experience in portfolio management
- experience in asset allocation
- experience in financial analysis
- experience in global capital markets
- proficiency in financial software
- proficiency in Microsoft Office
- detail‑oriented
- analytical
- communicative
- proactive
- BA/BS in a finance‑related field
- interest in professional designations such as the CFA
Responsibilities
- developing customized multi‑asset portfolios
- conducting manager and market research
- producing investment commentary
- maintaining regulatory‑aligned review processes
- collaborating closely with internal teams and external partners
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
