Investment Analyst
OakworthTalent
Summary: The Investment Analyst will assist the Wealth team on a wide variety of projects and analyses, including strategy, data gathering/inquiry, and reporting. This role works closely with Wealth Leadership, Portfolio Managers, Client Advisors, and Client Support across all markets to ensure a coordinated approach to serving our clients. Key Roles / Responsibilities: Point of contact for executing trades throughout the organization Own the process of rebalancing portfolios Analyze portfolios to ensure suitability Create and disseminate internal investment communications Assist in the creation of client meeting materials and proposals Responsibility Details: Manage the daily oversight for Black Diamond. Own and manage internal Investment Committee meetings, including management of meeting minutes. Analyze individual investments to ensure suitability. Participate in client meetings occasionally. Work with Wealth Leadership to foster continual improvement, encouraging new ideas and implementing best practices. Qualifications and Skills: Bachelor’s degree in economics, finance, accounting, or a related area of study is required. One to two years of related experience and/or training is preferred. Demonstrate a high level of professionalism when handling confidential and sensitive information. Ability to manage priorities and workflow with minimal guidance. Excellent interpersonal, written, and verbal communication skills. Acute attention to detail. #J-18808-Ljbffr
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...Senior Financial Analyst At SCA Health, we believe health care is about people – the patients we serve, the physicians we support... ...build your career alongside a team that values your expertise, invests in your success, and shares a common mission to care for patients...Live out- ...Financial Analyst LHH is partnering with a distribution company that is looking for a temporary to hire Financial Analyst for their team. This person will be supporting financial reporting, budgeting, and forecasting. The ideal candidate will have a bachelor's degree...Temporary work
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...visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Planning and Analysis Analyst is responsible for all areas of financial and management reporting, planning and analysis. Primary Responsibilities Develops,...Full timeWork at officeRelocationVisa sponsorshipWork visaRelocation packageFlexible hours3 days per week$37.75k
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on...Full timeWork at officeFlexible hours$75k - $90k
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