INVESTMENT RESEARCH ANALYST - HEADQUARTERS

STAR Financial Bank•Fort Wayne, IN

2d•Onsite

About The Position

STAR Financial Bank is an Indiana-based community bank with over 80 years of experience, known for its quality service, personalized banking solutions, and innovative technology. The bank is committed to its communities through monetary giving and employee volunteerism, partnering with organizations that improve local areas. STAR Financial Bank fosters a culture that upholds core values such as Honesty & Integrity, Accountability, Respect for All, Doing What’s Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success, and Remaining Independent. The bank proudly celebrates diversity and is an equal opportunity employer committed to inclusivity for all employees and applicants, regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran. STAR complies with all applicable federal, state, and local laws governing non-discrimination in employment.

Requirements

Working knowledge and experience utilizing Microsoft Office.
Excellent administrative and organizational skills.
Demonstrated analytical and problem-solving skills.
Highly detail oriented and able to multi-task.
Strong oral and written communication skills.
Ability to work independently or within a team environment.

Responsibilities

Provides information regarding various securities and technical advice to Investment Officers with respect to investment decisions.
Makes use of sources such as annual or industry reports, trade journals, technical periodicals, and brokers’ and management reports to do research and analysis of investments.
Initiates and conducts research relating to the investment suitability of various securities.
Maintains and updates various security lists and investment models.
Prepares research reports on fund performance and provides analysis to present to investment officers or committees.
Assists Investment Officers in researching various investments consistent with client investment parameters.
Lead trading activities within client accounts per Investment and Trust Officer direction, including department-wide model reviews and rebalances.
Maintain and regularly update investment models across full range of investment objectives.
Works closely with outside managers in trading activities to ensure trades are completed timely and within client specifications.
Make outside sales calls with Investment Officers, as requested.
Document minutes for both internal departmental meetings and meetings with external partners.
May be asked to assist with inside sales and service, working with small accounts, structured portfolios, and facilitate customer service and cross-selling activities.
Assists Trust Officers and Investment Officers in client meeting packet preparation.
Assists Investment Officers and Trust Officers with client proposals and RFPs.
Prepare quarterly performance reporting for client accounts.
Generate and maintain reports for monthly and quarterly committee and sub-committee meetings.
Portfolio management of smaller model-based accounts.
Serves as the main point of contact in relationships with brokers, third party investment managers and vendors providing investment performance and research to STAR.
Performs due diligence on brokers and third-party investment managers consistent with STAR policies and procedures.