INVESTMENT RESEARCH ANALYST - HEADQUARTERS

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What’s Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.

STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.

As an Investment Research Analyst, essential responsibilities include:

• Provides information regarding various securities and technical advice to Investment Officers with respect to investment decisions.

• Make use of sources such as annual or industry reports, trade journals, technical periodicals, and brokers’ and management reports to do research and analysis of investments.

• Initiates and conducts research relating to the investment suitability of various securities.

• Maintains and updates various security lists and investment models.

• Prepares research reports on fund performance and provides analysis to present to investment officers or committees.

• Assists Investment Officers in researching various investments consistent with client investment parameters

• Lead trading activities within client accounts per Investment and Trust Officer direction, including department-wide model reviews and rebalances.

• Maintain and regularly update investment models across full range of investment objectives.

• Works closely with outside managers in trading activities to ensure trades are completed timely and within client specifications.

• Make outside sales calls with Investment Officers, as requested.

• Document minutes for both internal departmental meetings and meetings with external partners.

• May be asked to assist with inside sales and service, working with small accounts, structured portfolios, and facilitate customer service and cross-selling activities.

• Assists Trust Officers and Investment Officers in client meeting packet preparation.

• Assists Investment Officers and Trust Officers with client proposals and RFPs.

• Prepare quarterly performance reporting for client accounts.

• Generate and maintain reports for monthly and quarterly committee and sub-committee meetings.

• Portfolio management of smaller model-based accounts.

• Serves as the main point of contact in relationships with brokers, third party investment managers and vendors providing investment performance and research to STAR.

• Performs due diligence on brokers and third-party investment managers consistent with STAR policies and procedures.

Skills Needed

• Working knowledge and experience utilizing Microsoft Office.
• Excellent administrative and organizational skills.
• Demonstrated analytical and problem-solving skills.
• Highly detail oriented and able to multi-task.
• Strong oral and written communication skills. 
• Ability to work independently or within a team environment.

In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement  Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 11 1/2 holidays.  

** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.

 

Qualifications Education Required Bachelors or better. Experience Required Securities industry experience Equal Opportunity Employer
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.