The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth Management. The Investment Analyst will also develop efficient portfolios and portfolio models with differing risk profiles for Wealth Management clients and prospects. The Investment Analyst will present recommendations on managers and portfolios to the Asset Management Council and the Director of Research. He/she will also prepare communications designed to inform Portfolio Managers regarding investment manager selections, portfolio construction and tactical changes to same.
What You’ll Do- Perform research and due diligence on external investment managers.
- Perform regular manager searches for variety of asset classes and vehicles.
- Contact fund and manager firms for updates on strategies and performance.
- Present findings and recommendations to Asset Management Council and WM Management.
- Develop efficient portfolios and models for different objectives across risk spectrum.
- Document findings for compliance and audit.
- Communicate portfolio and manager information to Portfolio Managers in field.
- Review non-approved assets received in-kind on new accounts.
- Perform annual reviews on non-approved assets.
- Bachelor’s degree required; Graduate degree preferred.
- Preferred certifications: Certified Financial Analyst or CFA candidate.
- 6+ or more years investment experience with emphasis on manager research.
- Ability to work well independently and in a team environment.
- Good analytical, verbal, and written communication skills.
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
FLSA Status
- Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Pay RangeUSD $72,892.00 - USD $87,329.00 /Yr.Skills Required
- Bachelor's degree
- Graduate degree
- Certified Financial Analyst certification or CFA candidacy
- 6 or more years of investment experience, emphasizing manager research
- Ability to work independently and in a team environment
- Strong analytical, verbal, and written communication skills
- Ability to pass a criminal background and credit check
United Community Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about United Community Bank and has not been reviewed or approved by United Community Bank.
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Leave & Time Off Breadth — PTO and parental leave are presented as robust, covering vacation, sick and personal time plus federal holidays. Time-away policies are highlighted as strengths relative to base pay.
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Healthcare Strength — The package includes multiple medical plan options, company-paid short- and long-term disability, and company-paid life insurance at a high multiple of salary. These protections are positioned as core strengths of the total rewards offering.
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Retirement Support — A 401(k) with employer match and HSA with employer contributions are part of the offering. These components indicate meaningful support for long-term financial security.
United Community Bank Insights
What We Do
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve. As a top 100 U.S. financial institution, we offer comprehensive banking, wealth management, and mortgage services, serving clients across the Southeast with more than 200 locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. Our commitment to service has earned us numerous accolades, including ten J.D. Power awards for #1 in customer satisfaction in the Southeast, and consistent recognition from Forbes, including multiple appearances on their lists of World's Best Banks and America's Best Banks. We were also recognized by Newsweek as one of America's Most Trusted Companies and are a multi-year recipient of American Banker's "Best Banks to Work For" award. We are an Equal Housing Lender and Member FDIC. For a better banking experience, visit your local United Community branch today. For more information about our products and services, please visit ucbi.com.
