Compensation Range

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

About This Job

The main purpose of this role is to conduct in-depth fundamental equity research on industries, companies and individual equities to make buy/sell recommendations; then clearly communicate research to investment team.

Essential Functions

• Provide fundamental research on industries, companies, and their publicly traded securities

• Provide valuation analysis leading to recommendation of investment actions

• Present investment recommendations and associated research to the investment team in a clear concise manner

• Monitor market, economic, policy, and company-specific developments and assess their impact on portfolio positioning and risk

• Analyze portfolio holdings, attribution, and relative performance to identify trade opportunities, risks, and associated actions

• Maintain relationships with sell-side analysts and industry contacts to strengthen research insight and idea generation

• Prepare clear written communication and present complex investment theses to a wide variety of audiences

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Deep knowledge of equity markets, portfolio construction, valuation methods, and fundamental equity research

• Ability to explain complex investment ideas to both technical and non-technical audiences

• Sound judgment, intellectual curiosity, and the ability to operate independently while collaborating effectively across investment teams

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Advanced level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

• Bachelor’s degree in finance, economics, accounting, or a related field required; MBA or other advanced study preferred

• 5+ years of experience in equity research, portfolio management, or investment analysis required

• Chartered Financial Analyst (CFA) designation preferred

**Level of role is determined by knowledge, experience, skills, abilities, and education.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Investment Analyst III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $137,000 to $187,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click to learn more.

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