Investment Associate III (Equity Analyst) - Eastern Bank - Lynn, MA - EXPIRED

Posted on: 05-13-2021 in Lynn, MA

This is an archive of an expired job.

Company: Eastern Bank

MAJOR RESPONSIBILITIES:

Investment Research

Investigate merits of securities (equities, mutual funds, ETFs) for inclusion in client portfolios
Report and defend investment recommendations to the Investment Team
Prepare options trades and other asset protection strategies for clients, communicate orders to executing brokers, and monitor prices during holding periods
Participate actively in Investment Team meetings

Marketing Support and Client Meetings

Write articles for Investment Perspectives and possibly other publications
Update investment marketing and presentation material for internal and external use
Participate in periodic meetings with clients, including multi-client seminars and one-on-one meetings alongside a relationship manager

Regulatory and Audit Compliance

Participate in reviews of client accounts to ensure compliance with objectives and models
Meet with internal auditors and provide required documentation; propose and implement revised or new policies and procedures as agreed between Investment Team and auditors

Securities Trading Oversight and Backup

Supervise trades executed by junior members of the Investment Team to ensure good prices
Execute purchase and sale of equity or fixed income orders, and coordinate with Operations to ensure settlement, when traders are unavailable

Training and Support

Train junior members of the Investment Team in trading, reporting, model maintenance, etc.

PROBLEM SOLVING & DECISION MAKING:

Polished interpersonal skills and CFA-level investment knowledge to interact with clients, relationship managers, other investment team members, and third parties.
Provides major support to inform investment decisions and to enable the team to execute client transactions.
Excellent problem solving and decision-making skills, most frequently without close daily supervision.

REQUIREMENTS:

Education and Experience:

Bachelor’s degree is required
CFA is highly preferred
CFP or MBA is advantageous but not necessary.
At least 5 years of experience in equity research, trading, or portfolio management is highly preferred.

Skills/Knowledge:

Well-organized
Self-starter
Capable of prioritizing tasks and following tasks through to completion without much oversight.
Understanding of advanced investment concepts and business writing is essential.
Knowledge of Investor’s View and AddVantage trading systems, Bloomberg, Morningstar, and/or FactSet is beneficial; good working knowledge of Microsoft Office is required.

Working Conditions:

Normal office-based hours and conditions, usually slightly earlier than other departments (i.e. typically 8:00 start).

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