The Investment Analyst position is primarily responsible for contributing to a collaborative investment process within Old National Bank’s high net worth and institutional investment advisory business. The role involves research and analysis related to the portfolio construction process, which is multi-faceted, and will include: assessing third party asset managers and their investment strategies, supporting the decision-making process related to short- and long-term asset allocation, and applying risk management analytics across all levels of client portfolios. Candidates who are qualified for this role will have prior investment research experience, will possess a thorough understanding of multi-asset portfolio management, and will bring solid quantitative skills along with experience with related tools and techniques.

Key Accountabilities

Data Management– gathering, organizing, analyzing, and inference-making.

• Utilizing various systems to find, extract, and analyze data
• Integrating Artificial Intelligence in to the research process where appropriate
• Interpreting results of analyses to make inferences and summarize conclusions
• Making recommendations on how the data ought to influence decision making

Ownership of quantitative tools.

• Building and/or maintaining quantitative/analytical tools
• Managing the process of converting raw data into outputs that serve as inputs to key decisions related to manager selection, asset allocation, and risk management
• Generating output and sharing results/conclusions with internal team(s)

Conveying complex ideas to broad audiences.

• Building presentations that are effective in articulating the “why/how/what” of the tools and techniques employed by the portfolio construction team
• Effectively using visuals – charts, tables, graphics, etc. – in educational materials for clients and colleagues

Organizing “library” of data, tools, information, deliverables.

• Maintaining logical system for keeping relevant files organized and accessible
• Occasionally taking notes and keeping records of internal team meetings/discussions as well as meetings with external asset managers and other vendors/partners/stakeholders

Key Competencies for Position

• Desire to learn new ideas/skills/techniques
• Manages time well, meets deadlines
• Proactive in overcoming obstacles when completing tasks/projects
• Strong presentation skills (building slides and presenting content)
• Appreciation for aesthetic details/delivering high-quality, “polished” work

Qualifications and Education Requirements

• Bachelor’s degree in finance, economics, accounting, mathematics, or another related field
• 2-5 years’ experience related to investment analysis
• Proficiency in MS Excel required; experience with any investment research databases (Morningstar, FactSet, Bloomberg, etc.) preferred
• CFA designation/progress toward designation favorably considered

Salary Range

           The salary range for this position is $62,300 - $122,400 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.