Investment Research Analyst

Old Second National Bank • Oakbrook Terrace, IL

5d • $54,000 - $72,000 • Hybrid

About The Position

This position is responsible for working with investment staff assisting with a variety of tasks related to asset management. The position will require the application of basic investment management concepts and utilize investment software for trading and research.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Series 65 license will be required after hire
• Experience processing large amounts of data, analyzing output, and effectively communicating results. Specific examples will be required
• Exceptional attention to detail in a high stakes, high volume environment
• Strong understanding of basic investment management concepts; previous investment experience would be helpful (e.g. managing student run portfolio)
• Strong Microsoft Office Excel skills

Nice To Haves

• MBA or MS in Finance are highly desirable.
• Progress toward or interest in attaining credentials such as the CFA®(Chartered Financial Analyst) or CFP® (Certified Financial Planner) is a plus.

Responsibilities

• Conduct stock and mutual fund research and analysis, prepare research reports, and make investment recommendations to the investment team.
• Utilize investment management concepts to assess investment strategies, asset allocation, and portfolio diversification in order to identify opportunities for improvement.
• Coordinate with portfolio managers to monitor portfolios, maintain investment strategies and process trades for investment clients as directed.
• Maintain and develop research and analytic reports.
• Support internal partners with investment reporting needs.
• Process, analyze, interpret and communicate data/results to customize presentation material for client meetings, presentations, and investment related communications.
• Evaluate established systems and procedures for potential enhancements to improve efficiency or quality.

Benefits

• Old Second is committed to fair and equitable pay practices.
• Pay is dependent upon the pay range and the incumbent’s knowledge, skills and experience.
• Benefits: How We Support You - Old Second

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level