United Community Banks

Investment Analyst

United Community Banks • $72K — $87K *
Greenville, SC 29615In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree required; Graduate degree preferred.
  • Preferred certifications: CFA or CFA candidate.
  • 6+ years of investment experience with a focus on manager research.
  • Ability to work both independently and collaboratively.
  • Strong analytical, verbal, and written communication skills.

Responsibilities

  • Conduct thorough research and due diligence on external investment managers.
  • Execute regular manager searches across various asset classes and vehicles.
  • Engage with fund and manager firms for performance and strategy updates.
  • Deliver findings and recommendations to both the Asset Management Council and WM Management.
  • Create efficient portfolios and models tailored to varying risk objectives.
  • Document research findings for compliance and audit purposes.
  • Communicate relevant portfolio and manager information to field Portfolio Managers.
  • Review and assess non-approved assets received in-kind for new accounts.

Benefits

  • Full-time employment with a non-remote work requirement.
  • Opportunity to contribute vital insights to investment strategies and client portfolios.
Full Job Description
Overview

The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth Management. The Investment Analyst will also develop efficient portfolios and portfolio models with differing risk profiles for Wealth Management clients and prospects. The Investment Analyst will present recommendations on managers and portfolios to the Asset Management Council and the Director of Research. He/she will also prepare communications designed to inform Portfolio Managers regarding investment manager selections, portfolio construction and tactical changes to same.

What You'll Do

  • Perform research and due diligence on external investment managers.
  • Perform regular manager searches for variety of asset classes and vehicles.
  • Contact fund and manager firms for updates on strategies and performance.
  • Present findings and recommendations to Asset Management Council and WM Management.
  • Develop efficient portfolios and models for different objectives across risk spectrum.
  • Document findings for compliance and audit.
  • Communicate portfolio and manager information to Portfolio Managers in field.
  • Review non-approved assets received in-kind on new accounts.
  • Perform annual reviews on non-approved assets.


Requirements For Success

  • Bachelor's degree required; Graduate degree preferred.
  • Preferred certifications: Certified Financial Analyst or CFA candidate.
  • 6+ or more years investment experience with emphasis on manager research.
  • Ability to work well independently and in a team environment.
  • Good analytical, verbal, and written communication skills.


Conditions of Employment

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position


FLSA Status
  • Exempt


Ready to take your career to the next level? Apply now and become a vital part of our team!

Pay Range

USD $72,892.00 - USD $87,329.00 /Yr.

About United Community Banks

United Community Banks, Inc. is a bank holding company based in Blairsville, Georgia, United States. The company operates 150 banking offices in Georgia, North Carolina, South Carolina and Tennessee. The bank provides personal banking, business banking, corporate banking, wealth management, and mortgage services. United Community Banks, Inc. was founded in 1950 and has grown through a series of mergers and acquisitions. The company is publicly traded on the NASDAQ stock exchange under the ticker symbol UCBI.
Learn more about United Community Banks
Size
2,893 employees
Market Cap
$3.5 billion
Industry
Finance & Insurance
Net Income
$164 million
5 Year Trend
+11.6%
NASDAQ
UCBI
* Ladders Estimates

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