Investment Analyst, Portfolio Construction

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. 

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance.  401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.  We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Salary Range

           The salary range for this position is $62,300 - $122,400 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. 

The Investment Analyst position is primarily responsible for contributing to a collaborative investment process within Old National Bank’s high net worth and institutional investment advisory business. The role involves research and analysis related to the portfolio construction process, which is multi-faceted, and will include: assessing third party asset managers and their investment strategies, supporting the decision-making process related to short- and long-term asset allocation, and applying risk management analytics across all levels of client portfolios. Candidates who are qualified for this role will have prior investment research experience, will possess a thorough understanding of multi-asset portfolio management, and will bring solid quantitative skills along with experience with related tools and techniques.

Key Accountabilities

Data Management– gathering, organizing, analyzing, and inference-making.

• Utilizing various systems to find, extract, and analyze data
• Integrating Artificial Intelligence in to the research process where appropriate
• Interpreting results of analyses to make inferences and summarize conclusions
• Making recommendations on how the data ought to influence decision making

Ownership of quantitative tools.

• Building and/or maintaining quantitative/analytical tools
• Managing the process of converting raw data into outputs that serve as inputs to key decisions related to manager selection, asset allocation, and risk management
• Generating output and sharing results/conclusions with internal team(s)

Conveying complex ideas to broad audiences.

• Building presentations that are effective in articulating the “why/how/what” of the tools and techniques employed by the portfolio construction team
• Effectively using visuals – charts, tables, graphics, etc. – in educational materials for clients and colleagues

Organizing “library” of data, tools, information, deliverables.

• Maintaining logical system for keeping relevant files organized and accessible
• Occasionally taking notes and keeping records of internal team meetings/discussions as well as meetings with external asset managers and other vendors/partners/stakeholders

Key Competencies for Position

• Desire to learn new ideas/skills/techniques
• Manages time well, meets deadlines
• Proactive in overcoming obstacles when completing tasks/projects
• Strong presentation skills (building slides and presenting content)
• Appreciation for aesthetic details/delivering high-quality, “polished” work

Qualifications and Education Requirements

• Bachelor’s degree in finance, economics, accounting, mathematics, or another related field
• 2-5 years’ experience related to investment analysis
• Proficiency in MS Excel required; experience with any investment research databases (Morningstar, FactSet, Bloomberg, etc.) preferred
• CFA designation/progress toward designation favorably considered

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. 

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. 

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.

We are inclusive. We are agile. We are ethical. 

We are Old National Bank. Join our team!