Investment Research Assistant

Job Description

Investment Research Assistant | Quad City Bank & Trust

The Tone:
This is a full-time role at Quad City Bank & Trust, located in a professional office environment. The company operates across multiple bank entities, and this position is critical for supporting the portfolio investment management teams. This role contributes by developing expertise in the investment process, assisting with data gathering for analysis, and maintaining essential records for presentations and reporting functions.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, [Not specified in JD]
• Pay: $50000 yearly
• Team: Supports portfolio investment management teams across all bank entities
• Mission: This role assists investment management teams by providing crucial research, data, and presentation support to ensure accurate and informed investment decisions.
• Tech Stack: Bloomberg, Microsoft 365 products

What You’ll Actually Do
• Research: Participate in the process to use third-party research and data for the analysis, investment, and record keeping of current and prospective individual and mutual fund securities.
• Process Transactions: Assist with the transaction and record-keeping process for fixed income, equity, and mutual fund trade functions.
• Develop Presentations: Collaborate with investment officers to enhance the accuracy, integrity, and scope of various investment presentations.
• Master Tools & Knowledge: Develop a working knowledge of financial analytic tools like Bloomberg, and understand economies and current events affecting investment matters.
• Maintain Compliance: Comply with all company or regulatory policies, procedures, and requirements applicable to this position.

The Must-Haves
• Background: Early career professional developing expertise in investment processes, data analysis, and record keeping within a financial context.
• Experience: Capability to manage multiple priorities and work independently; demonstrated experience with Microsoft 365 products.
• Skills: Excellent verbal, written, and interpersonal communication skills; strong math and technology skills; demonstrated critical thinking and analytical skills.
• Bonus: Bachelor’s degree in accounting, economics, finance, or other related field, or equivalent working experience.