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Research Associate

Company: Finemark National Bank
Location: Jupiter
Posted on: September 20, 2022

Job Description:

Position Summary: Provides investment research and operational assistance to the investment group working closely with the CIO and other investment group associates. Integral in our delivery of investment content and material throughout the company. Aids in the manager due diligence process, in addition to supporting the various group committee functions, including the investment policy committee, the portfolio construction committee, and the manager review committee. Would also be involved in the preparation and maintenance of investment collateral management for marketing purposes.Essential Job Functions:Design, maintain and distribute various investment-related collateral, including factsheets, marketing presentations, and manager update notesRespond to ad-hoc queries from our offices company-wideMaintain regular dialogue with external managers to affect our ongoing due diligence processMaintain the data and collateral that is to be posted to Salesforce Collaborate with other functional areas (operations & compliance) to insure the investment group executes on our internal and external (regulatory) requirementsHeavy quantitative analytical method understanding and output.Expert use of our current manager evaluation platform Quantum on eVestmentManage agendas and minutes for a variety of committees.Some travel to both managers and investment conferences Utilizes Salesforce for effective communication to the investment team, changes in approved assets, and relevant strategy updatesRequired Education, Skills, and Experience:Microsoft Excel advanced proficiency required. The ideal candidate must be comfortable with techniques for analyzing and manipulating data in Excel. A person with this level of skills can customize the work area using advanced functions (ex. IF, VLOOKUP, LEN, LEFT, RIGHT, MID, DATE, TEXT), chain together various functions to create a complex formula using (ex. SUMPRODUCT, INDEX/MATCH, array formulas), work with Pivot Tables, manage macro commands: concepts, use personalized toolbars and perform some programming in VBA.Bachelor's Degree in finance, economics, engineering, math, or related area of studyCFA and CAIA (or commitment to attain)Expert-level knowledge of advanced statistics and quantitative methodsExcellent written and verbal skillsAbility to multi-task and work well under pressureADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally. Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel. Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary. Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications. PI190470475

Keywords: Finemark National Bank, Jupiter , Research Associate, Other , Jupiter, Florida

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