Investment Analyst I at First Financial Bank in Cincinnati, Ohio

Job Description:

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!


If you are interested and qualified for this role, we invite you to apply.


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Job Profile Summary
he Investment Analyst I supports the Investment Analyst II and dedicated investment management team in basic security analysis and other related tasks. This role also assists the Wealth Management investment officers in executing a wide range of investment transactions through a broad network of trading parties.


Job Description



Essential Functions/Responsibilities

• Responsible for learning the basics of the security due diligence process and assisting the Investment Analyst II/ investment management team in various tasks related to the day to day monitoring and reporting on the security approval list.


• Assists with the distribution of various performance and metric reporting.


• Compiles, performs quality checks, executes and confirms the investment transactions for Wealth Management Investment Officers.


• Implements and monitors trading activity to ensure that all regulatory guidelines are met.


• Troubleshoots and resolves problems that occur due to trading activities.


• Performs other duties as assigned which support the overall investment function, including but not limited to marketing, administrative, compliance activities.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 2+ years of relevant experience including investment analysis and trading background


• Basic familiarity of the following: accounting and financial principles; security analysis; and investment instruments.


• Experience in banking or financial services is preferred.


• Bachelor's degree in Business or other related field of study; Master's degree in Business (MBA) is desirable.


• CFA designation, or in process of obtaining is encouraged.


• Demonstrated commitment to professional development; knowledge of current business issues, trends and best practices.


• Demonstrated knowledge of industry practices and regulations.

Preferred Knowledge and Skills




Level of Complexity and Scope

• Handles moderately complex issues


• Assists senior levels on decision making and recommendations

Degree of Independence and Decision-Making

• Works with limited supervision


• Applies guidelines with supervision

Required Supervisory Responsibilities




Physical Requirements




Compliance Statement



The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.



Development and Training




Benefits



We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.



Incentive Eligibility



All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.


It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.


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