Investment Analyst jobs in Appleton, WI

FULL-TIME

WAUSAU – DUDLEY TOWER OFFICE

JOIN OUR TEAM!
If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success. We are currently seeking a motivated, detail-oriented person for an Investment Operations and Research Analyst in our Investment Management and Trust department at our Dudley Tower office in Wausau.

WHY WE’RE DIFFERENT
Did You Know? At over $5 billion in client assets under management and $650 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.

In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

A DAY IN THE LIFE OF AN INVESTMENT RESEARCH AND OPERATIONS ANALYST
As an Investment Research and Operations Analyst, you will:

• Provide regular reporting on performance (absolute and vs. benchmarks), asset allocation and trends
• Assist Portfolio Managers as needed with trading, transaction processing and account maintenance
• Oversee corporate actions, corporate litigations, proxy-voting, in-out of balance monitoring, security pricing and worthless/non-transferrable securities
• Coordinate, develop and maintain customized presentation materials for internal and external use
• Perform both bottom-up and top-down research and security analysis on behalf of the Research Committee across various asset classes and investment programs
• Assist in the creation of written client communication materials

The candidate for this position should have an interest in investment communication and reporting, securities trading, and investment analysis. Education or past experience should reflect this interest.

The Investment Operations and Research Analyst will report directly to our Director of Research and will have significant interaction with the firm’s Investment Committee and Research Committee, client service team and third-party managers.

EDUCATION AND EXPERIENCE

• A Bachelor’s Degree in Finance, Business or Economics is preferred
• 1-3 years of experience in an investment operations or research capacity is preferred
• Proficiency with the Microsoft Office suite (Excel and PowerPoint, specifically).

OTHER SKILLS AND ABILITIES
Attention to detail, a high degree of accuracy and the ability to multi-task are essential to this position as well as a solid understanding of math concepts, good written communication skills and a desire to solve problems. Other beneficial qualities include assertiveness, the ability to make timely decisions as well as take and give good direction. This position will require the person to work a minimum of 40 hours per week.

Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. Must understand the team concept and be able to function as a member of a team as the team works towards a common goal. It is essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind dealing with the bank.

WHY JOIN OUR TEAM?
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a 401(k) matching program along with a bank-wide annual bonus sharing program.

Please submit your application and resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.

WoodTrust is an Equal Opportunity Employer.