TITLE: Senior Investment Analyst
DEPARTMENT: 993 – QCRH Investment Department
JOB SUMMARY:
The Senior Investment Analyst is responsible for assisting with the overall investment research function of the organization. This role will have expertise in the investment process, gather data for investment analysis and maintain the process and records for various reporting functions.
ESSENTIAL FUNCTIONS:
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Maintain the process for the use of third-party research and data, investment and record keeping for current and prospective individual securities and mutual fund securities.
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Maintain and enhance a working knowledge of the Bloomberg and other analytic tools in use.
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Prepare and produce investment report presentations for client meetings by partnering with Investment Officers to ensure accuracy, integrity, and appropriate scope of all materials.
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Maintain knowledge of economics and current events affecting investment matters.
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Under direction from CIO and Investment Officers, serves as trader for individual fixed income and equity securities and assist as necessary in trade activity for mutual funds.
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Perform projects as assigned.
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Mentor and coach other team members.
- Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
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Foster and preserve a culture of inclusion.
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Additional duties and responsibilities may be required to support the company’s mission, vision and values.
QUALIFICATIONS:
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CFA or CFA-candidate, Bachelor’s degree in accounting, finance, math or other related field, or equivalent working experience preferred.
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Minimum five years of investment analyst experience.
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Proficient computer skills with experience with Microsoft 365.
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Ability to manage a variety of tasks and work independently.
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Excellent customer service skills.
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Strong verbal, written and interpersonal communication skills.
WORKING CONDITIONS:
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This role will be In-Person.
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Duties are performed in a professional office environment.
SALARY & BENEFITS:
The minimum salary range for this position is $70,000 annually. The actual starting salary will be based on qualifications and business needs and may vary, as permitted by applicable state law.
This position is a regular full-time position and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
