Investment Analyst

Company: Corporate One Fcu
Location: Columbus
Posted on: September 4, 2024

Job Description:

Are you passionate about advancing your career in the finance industry? We are looking for an Investment Analyst to join our Accolade team. In this role, you will be instrumental in supporting our investment advisors in developing and implementing balance sheet strategies for our credit union clients.About Us:Accolade, founded in 2007, is a wholly owned credit union service organization (CUSO) of Corporate One Federal Credit Union. We provide outsourced financial advice and tools to small and medium-sized credit unions across the country. As an Investment Analyst you will have the opportunity to gain valuable industry insights and contribute to our clients success. Plus, youll enjoy a supportive and collaborative work environment where your ideas are valued, and your career growth is encouraged. We are a small but growing team where every individual has an impact on our products and top line growth.Location: Remote or Office-based (Preference for Greater Columbus, Ohio Area)Main Responsibilities:The Associate will be responsible for performing day-to-day tasks related to financial advisory for credit unions. This includes providing insights on balance sheet management, assisting with ALCO meetings, and offering recommendations for portfolio management.Reviews and evaluates Asset Liability Management (ALM) model results, identifies straightforward to somewhat complex anomalies and reports findings to Accolade advisors. Assists clients in the interpretation and understanding of interest rate risk levels and trends.In partnership with senior Accolade investment advisers, provides counsel and support to client management and asset-liability committees. Participates in the ALCO meetings of clients to interpret risk reports, financial performance, and provide guidance on the balance sheet impact of strategic decisions.Performs ad-hoc analysis, investment research, and strategy development at the request of senior Accolade investment advisers. Develops and supports tools used to produce Investment Advisory deliverables.Collects data from clients monthly/quarterly per established process and validates data for reasonableness. Works with clients to troubleshoot and problem solve issues with data collection and integrity.Delivers excellent public relations and relationship management services for Accolade. Provides support to the sales process.Proactively pursues professional development opportunities pertaining to investment and client management, and the credit union industry.Flexible to perform other duties and projects as assigned.Desired Qualifications:Education: Bachelors degree in Finance, Economics, Accounting, or a related field.Experience: Minimum of 2 years of related progressive experience in addition to educational requirements listed above, balance sheet management for a financial institution is preferred.Specific Job Knowledge and Skills Required: Strong analytical skills, attention to detail, problem solving abilities, effective communication skills and an understanding of accounting principles and financial reporting are required. Licensed Investment Advisor Representative (Series 65) preferred and/or must be obtained within 180 days of employment.Technology Skills Required: Working knowledge of Microsoft Office Word, Excel, Access, PowerPoint and Outlook. Power BI analysis and Bloomberg a plus.Corporate One Federal Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.If youre ready to take the next step in your finance career, we want to hear from you!Pay: $31.73 - $35.09 per hourby Jobble

Keywords: Corporate One Fcu, Columbus , Investment Analyst, Professions , Columbus, Ohio