Description
TITLE: Investment Research Assistant
DEPARTMENT: 993 – QCRH Investment Dept
JOB SUMMARY:
The Investment Research Assistant is responsible for developing expertise in the investment process, assisting in gathering data for investment analysis and maintaining process and records for various presentations and reporting functions. Provide support to the portfolio investment management teams across all bank entities.
ESSENTIAL FUNCTIONS:
- Participate in the process to use third-party research and data for the analysis, investment and record keeping for current and prospective individual securities and mutual fund securities.
- Assist with the transaction and record-keeping process for the fixed income, equity, and mutual fund trade functions.
- Assist with various investment presentations by collaborating with investment officers to enhance accuracy, integrity and scope of the reports.
- Develop a working knowledge of Bloomberg and other analytic tools.
- Develop a working knowledge of economies and current events affecting investment matters.
- Comply with all company or regulatory policies, procedures and requirements applicable to this position.
- Foster and preserve a culture of inclusion, innovation, collaboration, accountability, achievement and passion.
- Additional duties and responsibilities may be required to support the company’s mission, vision and values.
QUALIFICATIONS:
- Bachelor’s degree in accounting, economics, finance, or other related field, or equivalent working experience preferred.
- Capability to manage multiple priorities and work independently.
- Excellent verbal, written and interpersonal communication skills.
- Strong math and technology skills; demonstrated experience with Microsoft 365 products.
- Demonstrated critical thinking and analytical skills.
WORKING CONDITIONS:
- Duties are performed in a professional office environment.
SALARY & BENEFITS:
The minimum salary range for this position is $50,000 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 Quad City Bank & Trust. 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.
Quad City Bank & Trust. 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 Quad City Bank & Trust. 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.
Skills Required
- Bachelor's degree in accounting, economics, finance, or related field or equivalent experience
- Ability to manage multiple priorities and work independently
- Excellent verbal, written, and interpersonal communication skills
- Strong math and technology skills
- Demonstrated experience with Microsoft 365 products
- Demonstrated critical thinking and analytical skills
- Develop working knowledge of Bloomberg and other analytic tools
QCR Holdings Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about QCR Holdings and has not been reviewed or approved by QCR Holdings.
-
Leave & Time Off Breadth — Time off options include paid holidays, PTO, parental leave, Volunteer Time Off, and a formal sabbatical program. The inclusion of sabbaticals and VTO distinguishes the package among mid-sized banking employers.
-
Retirement Support — Retirement programs feature a 401(k) with a company match to support long‑term savings.
-
Equity Value & Accessibility — Equity participation is available through an Employee Stock Purchase Plan. The ESPP is presented as a differentiator not all similarly sized banks offer.
QCR Holdings Insights
What We Do
QCRH Mission Statement: We make financial dreams a reality. About QCR Holdings: QCR Holdings, Inc., headquartered in Moline, Illinois, is a relationship-driven, multi-bank holding company, which serves the Quad Cities, Cedar Rapids, Waterloo/Cedar Valley, Des Moines/Ankeny, and Springfield, MO communities through its wholly owned subsidiary banks, and also engages in commercial leasing through its wholly owned subsidiary, m2 Equipment Finance, LLC based in Milwaukee, WI. QCR Holdings has 27 locations in Illinois, Iowa, Wisconsin and Missouri. This page is to provide general information about QCR Holdings, Inc. Never disclose personal or financial information on LinkedIn. This includes personal information such as account numbers, social security numbers and other non-public information. QCR Holdings, Inc. does not endorse the content, ads or third-party posts placed on this site.
.jpg)
