Investment Analyst I
| Company | First Financial Bank |
|---|---|
| Location | Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, MBA |
| Experience Level | Junior, Mid Level |
Requirements
- 2+ years of relevant experience including investment analysis and trading background
- Basic familiarity of the following: accounting and financial principles; security analysis; and investment instruments
- Bachelor’s degree in Business or other related field of study; Master’s degree in Business (MBA) is desirable
- CFA designation, or in process of obtaining is encouraged
- Demonstrated commitment to professional development; knowledge of current business issues, trends and best practices
- Demonstrated knowledge of industry practices and regulations
Responsibilities
- Responsible for learning the basics of the security due diligence process and assisting the Investment Analyst II/ investment management team in various tasks related to the day to day monitoring and reporting on the security approval list
- Assists with the distribution of various performance and metric reporting
- Compiles, performs quality checks, executes and confirms the investment transactions for Wealth Management Investment Officers
- Implements and monitors trading activity to ensure that all regulatory guidelines are met
- Troubleshoots and resolves problems that occur due to trading activities
- Performs other duties as assigned which support the overall investment function, including but not limited to marketing, administrative, compliance activities.
Preferred Qualifications
- Experience in banking or financial services is preferred