What are the responsibilities and job description for the Investment Associate position at Community Trust Bank?
JOB RESPONSIBILITIES
- Participate in the investing process by assisting portfolio managers with fixed income and equity analysis including research activities, securities modeling and analysis, and written reports on individual securities or mutual funds
- Be able to take instruction and apply suggestion to assist portfolio managers in the analysis of individual common stocks or mutual funds or fixed income securities.
- Possess the ability to communicate information and analysis to the portfolio managers
- Candidate should be able to perform other duties as assigned including, but not limited to, assisting with special projects for the Investment Department and/or other functional areas of CTIC, and assisting with daily operational activities of CTIC.
- Ensure all actions performed are in compliance with government regulations and organizational policies and procedures.
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
- Progress toward an undergraduate college degree is required
- Above average math skills required
- Proficient/knowledgeable in use of Excel, PowerPoint, Word and Adobe Acrobat necessary
- Must have taken an investments class as an undergraduate student
- Must have taken an accounting class as an undergraduate student
- Reasonable oral and written communication skills
WORKING CONDITIONS
- Normal office conditions
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
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