Investment Analyst

Peoples Security Bank & Trust Company•Scranton, PA

About The Position

The Investment Analyst supports the firm’s portfolio management, research, and client service functions. You’ll work directly with senior portfolio managers to help maintain investment models, monitor client portfolios, and contribute to the firm’s internally managed equity and fixed income strategies. Over time, you’ll gain exposure to security analysis, trading workflows, and client communication.

Requirements

A bachelor’s degree in Finance, Economics, Accounting, or a related field required.
Training in analytical methods, financial research, and investment concepts needed.
Must demonstrate strong analytical and quantitative abilities
High attention to detail and comfort working with numerical data
Proficiency with Excel and willingness to learn portfolio management and trading systems
Excellent written and verbal communication skills
Ability to interpret financial statements and basic valuation concepts
Curiosity about markets, investing, and wealth management.
Minimum of one (1) to two (2) years of experience in internship experience in finance, banking, or investments preferred.
Experience conducting research, preparing reports, or supporting financial analysis is beneficial.

Nice To Haves

Progress toward professional designations such as the CFA® or CFP® is preferred but not required.

Responsibilities

Assist in monitoring client portfolios for drift, cash needs, and rebalancing opportunities.
Support execution of trades across individual equities and individual fixed income securities within the firm’s laddered bond strategy.
Prepare pre-trade and post trade reports to ensure accuracy and compliance with internal guidelines.
Update model portfolios and track changes in holdings, weights, and performance.
Conduct fundamental research on large cap U.S. equities, including reviewing earnings reports, analyst commentary, and company filings.
Support fixed income research by gathering data on credit quality, yield curves, and maturity structures.
Maintain internal research databases, watch-lists, and investment notes.
Assist in preparing materials for investment committee meetings.
Prepare quarterly performance reports, portfolio summaries, and customized client materials.
Respond to client inquiries regarding holdings, performance, and market conditions.
Contribute to market commentary, investment updates, and educational content.
Assist with account openings, transfers, and custodial paperwork.
Ensure data accuracy across CRM, portfolio accounting, and trading systems.
Support compliance tasks such as documentation, audit preparation, and recordkeeping.
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.