Wealth & Investment Rsrch Analyst - Lead

Huntington National Bank•Cincinnati, OH

1d•Onsite

About The Position

Provides direct support to Portfolio Managers through research and analysis of buy and sell recommendations for a defined group of more complex equities. Monitors existing and potential fund holdings by researching and collecting information through third-party services and consulting calls. Works with Portfolio Managers on more complex individual portfolios to support compliance and overall portfolio management, and provides reporting and portfolio analytics to Huntington Trust leadership. May assist with client contact as needed. The role leads wealth and investment research initiatives and develops investment strategies; conducts financial analysis and reporting; monitors portfolio performance and market trends; collaborates with Portfolio Managers on investment recommendations; prepares investment reports and participates in investment discussions with clients; conducts risk assessments and supports senior analysts; pursues continuous learning and prepares presentations; and updates senior leadership on investment insights. It also oversees account opening for new Investment Management and Trust (IM&T) business, manages trust-account relationships and administration, and ensures account administration complies with fiduciary principles. Other duties may be assigned.

Responsibilities

Lead wealth and investment research initiatives and develop investment strategies.
Conduct financial analysis and reporting.
Monitor portfolio performance and analyze market trends and conditions.
Collaborate with Portfolio Managers and provide recommendations for investment decisions.
Prepare investment reports and engage with clients for investment discussions.
Conduct risk assessments and support senior analysts.
Engage in continuous learning and prepare presentations.
Update senior leadership on investment insights.
Oversee the account opening process for all new Investment Management and Trust (IM&T) business.
Manage relationships and the administration of trust accounts.
Ensure account administration complies with fiduciary principles.
Perform other duties as assigned.