Investment Research Assistant

QCR Holdings, Inc.•Moline, IL

5h•$50,000•Onsite

About The Position

The Investment Research Assistant is responsible for developing expertise in the investment process, assisting in gathering data for investment analysis and maintaining process and records for various presentations and reporting functions. Provide support to the portfolio investment management teams across all bank entities.

Requirements

Bachelor’s degree in accounting, economics, finance, or other related field, or equivalent working experience preferred.
Capability to manage multiple priorities and work independently.
Excellent verbal, written and interpersonal communication skills.
Strong math and technology skills; demonstrated experience with Microsoft 365 products.
Demonstrated critical thinking and analytical skills.

Responsibilities

Participate in the process to use third-party research and data for the analysis, investment and record keeping for current and prospective individual securities and mutual fund securities.
Assist with the transaction and record-keeping process for the fixed income, equity, and mutual fund trade functions.
Assist with various investment presentations by collaborating with investment officers to enhance accuracy, integrity and scope of the reports.
Develop a working knowledge of Bloomberg and other analytic tools.
Develop a working knowledge of economies and current events affecting investment matters.
Comply with all company or regulatory policies, procedures and requirements applicable to this position.
Foster and preserve a culture of inclusion, innovation, collaboration, accountability, achievement and passion.
Additional duties and responsibilities may be required to support the company’s mission, vision and values.