POSITION SUMMARY
Responsible for trading and investment research and provides additional support to the portfolio managers.
- Executes trades from various staff members who have authority.
- Executes trades from direct third parties.
- Handles settlement issues with brokers and trust operations department.
- Conducts investment research as requested covering various market sectors.
- Collects and aggregates, sector and performance data for marketing and other internal information purposes.
- Supports investment committee and completes tasks as assigned.
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the completion of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Performs all other duties as assigned.
EXPERIENCE/SKILLS
- Prior finance, accounting or investment experience during college preferred.
- Knowledge of trading systems (i.e., Moxy. Bloomberg, FACTSet).
- Knowledge of investment research methods.
- Knowledge of Bloomberg, Morningstar or other investment data sources.
- Proficient in Microsoft Excel and Word essential.
- Attention to detail.
- Ability to multi-task and prioritize in a fast-paced environment.
- Good written and verbal communication skills.
- Bachelor’s Degree required.
- CFP/CFA/MBA candidate preferred.
Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, training, seminars, etc.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, Bloomberg, fax, phone and standard office equipment.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's Degree
- Prior finance, accounting, or investment experience during college
- Knowledge of trading systems (Moxy, Bloomberg, FACTSet)
- Knowledge of investment research methods
- Knowledge of Bloomberg, Morningstar or other investment data sources
- Proficient in Microsoft Excel and Word
- Completion of all compliance training and understanding of applicable laws/regulations
- Attention to detail and ability to multi-task in a fast-paced environment
- Good written and verbal communication skills
- CFP/CFA/MBA candidate
- Ability to travel, including overnight travel as needed
1st Source Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about 1st Source Bank and has not been reviewed or approved by 1st Source Bank.
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Healthcare Strength — Health insurance, prescription coverage, and full coverage for preventive care and certain screenings are described as available. Dental and vision coverage, telemedicine, maternity support programs, and tobacco cessation offerings add breadth to the health package.
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Retirement Support — A 401(k) plan is described as available with both Traditional and Roth savings options, alongside HSAs for eligible expenses. Life, accident, and disability protections are also described as part of the broader financial security offering.
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Wellbeing & Lifestyle Benefits — Wellness programs such as weight-loss support and other wellbeing initiatives are described as available, sometimes at no extra cost to eligible members. Financial wellness workshops and planning resources are also described as offered.
1st Source Bank Insights
What We Do
Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind. 1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams. Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business. Member FDIC | Equal Housing Lender
