Wealth & Investment Rsrch Analyst - Lead
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 through research and information collected from third-party services and consulting calls. Works with Portfolio Managers on more complex individual portfolios to ensure compliance and overall portfolio management. Provides reporting and portfolio analytics to Huntington Trust leadership and may assist with client contact as needed. The role leads wealth and investment research initiatives, develops investment strategies, conducts financial analysis and reporting, monitors portfolio performance, analyzes market trends and conditions, and collaborates with Portfolio Managers on investment recommendations. It prepares investment reports and presentations, engages in investment discussions with clients, conducts risk assessments, supports senior analysts, and shares investment insights with senior leadership. The position also oversees the account-opening process for new Investment Management and Trust business, manages trust-account relationships and administration, and ensures account administration complies with fiduciary principles. Other duties may be assigned. The position is designated exempt. The listed workplace type is office; the posting notes that certain positions outside the branch network may be eligible for flexible arrangements, with specific arrangements provided by the hiring team.
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 in 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 new Investment Management and Trust business.
- Manage relationships and administration of trust accounts.
- Ensure account administration complies with fiduciary principles.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
