Investment Research Assistant

Job Description

Job Description

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.