Senior Investment Analyst

QCR Holdings, Inc. • Moline, IL

3d • $70,000 • Onsite

About The Position

The Senior Investment Analyst is responsible for assisting with the overall investment research function of the organization. This role will have expertise in the investment process, gather data for investment analysis and maintain the process and records for various reporting functions.

Requirements

• Bachelor’s degree in accounting, finance, math or other related field, or equivalent working experience.
• Minimum five years of investment analyst experience.
• Proficient computer skills with experience with Microsoft 365.
• Ability to manage a variety of tasks and work independently.
• Excellent customer service skills.
• Strong verbal, written and interpersonal communication skills.

Responsibilities

• Maintain the process for the use of third-party research and data, investment and record keeping for current and prospective individual securities and mutual fund securities.
• Maintain and enhance a working knowledge of the Bloomberg and other analytic tools in use.
• Prepare and produce investment report presentations for client meetings by partnering with Investment Officers to ensure accuracy, integrity, and appropriate scope of all materials.
• Maintain knowledge of economics and current events affecting investment matters.
• Under direction from CIO and Investment Officers, serves as trader for individual fixed income and equity securities and assist as necessary in trade activity for mutual funds.
• Perform projects as assigned.
• Mentor and coach other team members.
• Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
• Foster and preserve a culture of inclusion.
• Additional duties and responsibilities may be required to support the company’s mission, vision and values.

Benefits

• Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 251-500 employees