Investment Analyst jobs in Michigan

Who We Are

Bank of Ann Arbor is one of the nation’s best financial institutions, serving the Southeast Michigan area for over 25 years! At Bank of Ann Arbor, we help our clients succeed financially. We serve our clients with a purpose and a passion, and our talented team delivers uncompromised value with every interaction. It is the mission of Bank of Ann Arbor to be a dynamic, growing and sustainable community bank that is the premier financial institution within the markets it operates; it will be owned by individuals in its markets, managed locally, and responsive to the needs of its communities. The Bank will serve and partner with its customers and communities to achieve their financial goals through high quality products delivered by energized employees and through community service comprised of donations, time, and leadership. Our employees are valued and will work in a culture that invests in their development and rewards their positive contributions.

Who You Are

You have a real passion for investments! You will be involved in all aspects of the investment management process and will report to the SVP, Trust & Investment Group Manager. This is a key role for Bank of Ann Arbor clients as it supports our goal in providing clients with an integrated wealth management solution. The Analyst will support the team by doing quantitative analysis of individual securities, industry segments, or other potential investment opportunities.

Who You Are

• Provide support enabling Portfolio Managers to provide effective strategies, solutions and optimal levels of service that exceed client expectations.
• Focus on trading, rebalancing, portfolio construction, asset allocation and portfolio execution.
• Collects and analyzes financial information for assigned securities or sectors to assist in the development of investment strategies for one or more portfolios.
• Collects and interprets price, yield, stability, or other financial metrics.
• Continues deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.
• Maintains compliance with all internal policies and procedures, including but not limited to Reg 9 reviews and other compliance reporting functions
• Reviews, monitors, and modifies investment portfolio construction in accordance with client objectives and investment policy, initiates portfolio construction changes consistent with investment strategy.

Your Knowledge and Experience

• Up to 3 years’ experience analytics preferably in investment setting.
• Possesses working knowledge of subject matter.
• Typically requires a Bachelor’s degree.
• Oral and written communication skills.
• Superior analytical thinking skills.
• Acute statistical knowledge.
• Detail oriented.
• Ability to meet deadlines.
• Strong communication skills
• Strong technology skills
• Passion for investments
• Demonstrated commitment to professional development.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Work involves standing and walking for brief periods of time but most work is done from a seated position. The ability to meet with clients outside of the work environment is required. Length of day is unpredictable; long hours may be required to attend business meeting/dinners and entertain clients. There is potential for eyestrain from reading detailed printouts and computer screen. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboard at a moderate skill level. Deadlines, disgruntled customers, workloads during peak periods and pressure to achieve goals may cause increased stress levels and additional work hours.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.
From: Bank of Ann Arbor