Investment Research Analyst at Old Second… · Oakbrook…

Summary: Old Second National Bank has been serving the Chicago area for over 150 years, focusing on community and growth. The Investment Research Analyst role involves conducting research and analysis on stocks and mutual funds, preparing reports, and making investment recommendations to the investment team. Responsibilities: - Conduct stock and mutual fund research and analysis, prepare research reports, and make investment recommendations to the investment team - Utilize investment management concepts to assess investment strategies, asset allocation, and portfolio diversification in order to identify opportunities for improvement - Coordinate with portfolio managers to monitor portfolios, maintain investment strategies and process trades for investment clients as directed - Maintain and develop research and analytic reports - Support internal partners with investment reporting needs - Process, analyze, interpret and communicate data/results to customize presentation material for client meetings, presentations, and investment related communications - Evaluate established systems and procedures for potential enhancements to improve efficiency or quality Required Qualifications: - Bachelor's degree in Finance, Business, Economics, or a related field - Series 65 license will be required after hire - Experience processing large amounts of data, analyzing output, and effectively communicating results. Specific examples will be required - Exceptional attention to detail in a high stakes, high volume environment - Strong understanding of basic investment management concepts; previous investment experience would be helpful (e.g. managing student run portfolio) - Strong Microsoft Office Excel skills Preferred Qualifications: - MBA or MS in Finance are highly desirable - Progress toward or interest in attaining credentials such as the CFA®(Chartered Financial Analyst) or CFP® (Certified Financial Planner) is a plus Required Skills: Investment management concepts, Data analysis, Microsoft Excel Important Skills: Series 65 license Nice-to-Have Skills: CFA, CFP interest