INVESTMENT RESEARCH AND OPERATIONS ANALYST
FULL-TIME
WISCONSIN RAPIDS
JOIN OUR TEAM!
A rewarding career opportunity in a professional and fun work environment exists for you with WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success. We are currently seeking a motivated, detail-oriented person for an Investment Research and Operations Analyst in our Investment Management and Trust department.
WHY WE’RE DIFFERENT
Did You Know? At roughly $5 billion in client assets under management and $600 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.
In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!
A DAY IN THE LIFE OF AN INVESTMENT RESEARCH AND OPERATIONS ANALYST
As an Investment Research and Operations Analyst, you will:
- Perform both bottom-up and top-down research and security analysis on behalf of the Research Committee across various asset classes and investment programs
- Provide regular reporting on performance (absolute and vs. benchmarks), asset allocation and trends
- Assist Portfolio Managers as needed with trading, transaction processing and account maintenance
- Oversee corporate actions, corporate litigations, proxy-voting, in-out of balance monitoring, security pricing and worthless/non-transferrable securities
- Coordinate, develop and maintain customized presentation materials for internal and external use
- Assist in the creation of written client communication materials
The candidate for this position should have an interest in investment analysis, securities trading and investment communication and reporting. Education or past experience should reflect this interest.
The Investment Research and Operations Analyst will report directly to our Director of Investment Research and Operations and will have significant interaction with the firm’s Investment Committee and Research Committee, client service team and third-party managers.
It is essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind of dealing with the bank and maintain a high level of enthusiasm and customer awareness while conveying our confidence in the Bank and the services that are offered.
EDUCATION AND EXPERIENCE
A Bachelor’s Degree in Finance, Business or Economics is preferred; 1-3 years of experience in an investment research and investment operations capacity is preferred.
Proficiency with the Microsoft Office suite (Excel and PowerPoint, specifically).
Attention to detail, a high degree of accuracy and the ability to multi-task are essential to this position as well as well as a solid understanding of math concepts, good written communication skills and a desire to solve problems. Other beneficial qualities include assertiveness, the ability to make timely decisions as well as take and give good direction. This position will require the person to work a minimum of 40 hours per week.
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a 401(k) matching program along with a bank-wide annual bonus sharing program.
Please submit your application and resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.
WoodTrust is an Equal Opportunity Employer.
