Investment Analyst Job at Bank of Ann Arbor, Ann Arbor, MI

ZHE2a1ZGcFZGZ3pwRitWRkxkdlNLYVF2alE9PQ==
  • Bank of Ann Arbor
  • Ann Arbor, MI

Job Description

Job Description

Job Description

Description:

Full Time | Onsite

Summary of Duties: This individual will be primarily responsible for the support of Portfolio Managers in matters such as investment research, trading, operational/administrative support functions and bank technology. The analyst will also be responsible for assisting with special projects as assigned

Essential Functions:

  1. Conduct due diligence on existing and prospective investments
  2. Collaborate with portfolio managers on research, trading and operational/admin support
  3. Create and maintain models in trading system
  4. Support model rebalancing activities
  5. Become a student of financial markets
  6. Active participant in equity and fixed income committee meetings
  7. Function as liaison with fund managers and schedule reviews as appropriate
  8. Incorporate AI to increase efficiency and scale within the Trust Department
  9. Become subject matter expert on bank technology systems
  10. Assume additional responsibilities as requested
Requirements:
  • Undergraduate degree
  • 2-5 years of experience
  • Strong analytic skills - detail oriented
  • Strong technology/software skills
  • Familiarity with AI utilization
  • Passion for learning/understanding investments and financial markets
  • 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.

Job Tags

Full time,

Similar Jobs

GENESEE HEALTH SYSTEM

PSYCHIATRIC PHYSICIAN ASSISTANT- PART-TIME/DAY SHIFT Job at GENESEE HEALTH SYSTEM

 ...match towards your retirement, generous paid time off AND paid holidays. POSITION SUMMARY: We are seeking a part-time Psychiatric Physician Assistant for our Behavioral Health Urgent Care who will work the night shift once the program moves to a 24-hour operation.... 

Confidential

Nonprofit Board Member Job at Confidential

 ...Nonprofit Board Member About the Company Prominent organization in the local community Industry Civic & Social Organization Type Non Profit About the Role The Company is in search of dedicated individuals to serve as board members for various nonprofit... 

Med Source Consultants

Psychiatrist - 4042 Job at Med Source Consultants

 ...and conversations are strictly confidential. To schedule a time to discuss this in further detail Click Here #psychiatrist #psychiatry #addictionpsychiatry #workinphilly #addiction Psychiatrist: Part-time opening in Philadelphia Job Type Permanent... 

Suárez Bakery & Barra

Kitchen Manager at Suárez Bakery & Barra Job at Suárez Bakery & Barra

 ...Job Description Job Description About us Suarez Bakery & Barra is a bakery and Cuban-inspired counter service spot in Charlotte's Optimist Hall dealing in pastries, sammies, coffees, and good times. We are looking for an experienced Kitchen Manager to join our... 

Epoch Biodesign

5.1. Chief People Officer (Burlington) Job at Epoch Biodesign

 ...great is ever accomplished alone or without the passion of people who push and motivate one another. If you are someone who shares...  ...: Phoenix Tailings is looking for a strategic, hands-on Chief People Officer to build and lead our People function from the ground up....