Choice Bank

Investment Portfolio Analyst

Choice Bank Golden Valley, ND
Choice Bank

Investment Portfolio Analyst

Choice Bank Golden Valley, ND
2 weeks ago
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Responsibilities

Portfolio Analysis & Maintenance

  • Assist in the composition and maintenance of investment portfolios.
  • Conduct detailed portfolio analysis, comparing different industries, historical trends, and financial metrics.
  • Understand and adhere to regulatory and legal restrictions impacting the portfolio.
  • Engage in equity research using fundamental analysis, valuation models, and other relevant metrics.
  • Evaluate economic and market trends, earnings prospects, and financial statements.
  • Complete pre-purchase due diligence on bond opportunities.
  • Specialized fixed income-related analysis and management, this includes sophisticated structured products like CMBS, CLO-CRE, COM, etc.

Financial Modeling

  • Establish and maintain complex financial models.
  • Analyze investment opportunities based on quantitative and qualitative factors.
  • Communicate portfolio information to clients.
  • Gather client requirements and relay them to portfolio managers.
  • Assessing and managing risks associated with investments.
  • Implementing risk mitigation strategies.
  • Staying informed about market developments.
  • Conducting research and due diligence on various investment opportunities; analysis and monitoring of corporate venture capital investments.

Communication & Documentation

  • Communicate portfolio information to clients.
  • Gather client requirements and relay them to portfolio managers.
  • Maintain up-to-date documentation of all investment relationships.
  • Document review of portfolio, platforms and analytics.
  • Address recommended plan for improved in-house investment monitoring.
  • Ongoing review of Investment Management Policy.

Qualifications

  • Bachelor’s degree in finance, economics, or accounting.
  • 1-3 years of relevant experience in financial analysis.
  • Interest in pursuing the Chartered Financial Analyst (CFA) designation.
  • Basic knowledge of interest rate hedging/derivative strategy and treasury tools.
  • Strong analytical skills and ability to think critically about complex problems.
  • Experience with financial software applications preferred.
  • Excellent communication skills.

  • Seniority level

    Entry level

  • Employment type

    Full-time

  • Job function

    Finance and Sales

  • Industries

    Banking

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