The role of an Investment Analyst carries two primary focuses. Firstly, the role's focus will be on learning and mastering the Tamarac trading and portfolio management system. The incumbent will keep all of the internal equity, ETF, and open architecture models current and effect changes when appropriate. Trade execution, both using Tamarac’s Fix Flyer system and manual trades from time to time will need execution. Participate in Due Diligence meetings with third party managers and begin security analysis for individual equity holdings. Second, the focus will be on assisting more senior portfolio management team with all aspects of portfolio management of investment accounts from wealthy families and high net worth individuals, keeping clients abreast of changes in their portfolio, and alerting them of recommended changes in investment strategy, tax and other developments when guided by more senior members of the team. Over time, this position will be building their own client relationships working in conjunction with a team providing financial planning, tax planning, and trust/estate administrative services. As an Investment Analyst, the incumbent can anticipate training and mentoring from experienced investment professionals. MAJOR JOB RESPONSIBILITIES Learn and master the Tamarac Portfolio Management system. Participate in Due Diligence meetings with third party managers and begin security analysis for individual equity holdings. Monitor individual equity, fixed income and alternative investment models and asset allocation for high-net-worth client accounts. Help set and record asset allocation and total return objectives based on management’s investment philosophy and each client’s objectives. Be responsible and accountable for accurate reflection of client data on the Tamarac system. Build a high level of confidence in BTC’s capabilities and in his/her knowledge of investment management. Articulate investment strategies. Stay informed of material changes in financial markets and the firm’s overall macroeconomic and financial market outlook. Stay abreast of various legal and tax consequences of investment strategies. Interact with the client base closely to generate clients’ confidence that the comprehensive management strategies are tailored to their needs and meet/exceed their expectations. Contribute actively in investment meetings. Maintain accurate records in accordance with Bank&BTC regulatory policies. SUPERVISORY RESPONSIBILITIES None SKILLS AND TRAINING Desire to learn how to analyze equity and fixed income securities and be able to initiate portfolio recommendations. Possess basic knowledge of various asset classes as well as allocation strategies&investments in equity and fixed income markets. Excellent customer service delivered in a timely professional manner. Proficient with software programs (Microsoft Word, Excel&Outlook), along with a general knowledge of technology systems. Possess a high degree of honesty and integrity. Demonstrated commitment to the highest ethical standards when dealing with clients and the public. Excellent communication, interpersonal and organizational skills needed to deal with a mix of personalities and egos. EDUCATION Bachelor’s degree in Management, Finance or Business Administration preferred. MBA in Finance preferred. WORK EXPERIENCE 3-5 years of experience related to the financial industry with client portfolio management responsibility for managing discretionary and non-discretionary investment accounts for high net worth individuals&families. LICENSES AND/OR CERTIFICATES FINRA Series 65 required/to be obtained. WORKING CONDITIONS Work is performed in a normal office environment. Noise levels are usually moderate. HAZARDS The hazards are mainly those present in a normal office setting. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. J-18808-Ljbffr