What are the responsibilities and job description for the Research Analyst position at F.N.B. Corporation?
Primary Office Location:
626 Washington Place. Pittsburgh, Pennsylvania. 15219.
Join our team. Make a difference - for us and for your future.
The Research Analyst: Manager Research & Due Diligence is critical to the process of fund selection for our centralized investment strategies but also plays an important role with Retirement Services when it comes to the investment platforms for 401K plans.
The Research Analysts Main Responsibilities Are To
Business Unit: WM - FNTC
Reports to: Director of Trading and Research
Position Overview
This position is primarily responsible for performing various duties relating to the Discipline and Research Services function including securities research, securities and discipline reporting, securities processing, securities trading and compliance with assorted operating policies, procedures and regulatory requirements. This incumbent may also be called upon to present, explain, and/or discuss investment rationale to existing clients, as well as discuss and explain our investment process or investment themes with prospects during the sales process.
Primary Responsibilities
Prepare insightful research both subjective and objective on our internal investment strategies. These materials are to be used as client talking points, sales material, and marketing materials for our investment professionals. May be called upon to service client relationships and explain investment rational or strategies.
Build and maintain investment strategies that include stocks, bonds, mutual funds, MLPs, preferred stock, ETFs, and SMA managers. Provide rationale for each holdings, and track both long term and short term performance of the strategies. Refine and develop investment solutions as requested or as market needs arise under the request and direction of the management team.
Provide support to the sales and servicing of client accounts through portfolio analysis, due diligence reporting, and ad hoc reports as requested.
Maintain portfolio management database and software.
Coordinate processing of client portfolio performance software and database.
Serve as a back-up and support Trade Specialists on trades originated by Portfolio Advisors and become proficient in all trade related operations in order to serve as a trader in the event that volume increases or Trade Specialists are unavailable to execute trades.
Third-party investment manager sourcing, manager research and selection, and periodic due diligence.
Aid in the construction and monitoring criteria of investment policy regulations and oversight in conjunction with management. Provide regular reports on any violations to individual holdings that may violate our criteria (stocks, mutual funds, SMAs) and suggest a preferred replacement option.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with trading in an investment field, trade management procedures and regulations, securities markets and investment portfolio management concepts.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements Or Work Conditions Beyond Traditional Office Work
N/A
Equal Employment Opportunity (EEO)
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
626 Washington Place. Pittsburgh, Pennsylvania. 15219.
Join our team. Make a difference - for us and for your future.
The Research Analyst: Manager Research & Due Diligence is critical to the process of fund selection for our centralized investment strategies but also plays an important role with Retirement Services when it comes to the investment platforms for 401K plans.
The Research Analysts Main Responsibilities Are To
- Support the Director of Investments & Portfolio Management manage, research and communicate positioning for the centralized strategies run out of centralized trading ($3.4 billion) as well as maintain the integrity of the third-party funds approved list.
- Conduct due diligence on third-party managers using existing process and improve on the established process.
- Maintain and improve database of third-party investments in Morningstar Direct.
- Meet with third-party managers and draft due diligence memos.
- Create, maintain and update investment theses for third-party funds used in centralized investment strategies.
- Attend virtual and in-person economic and investment conferences and updates by key managers and take notes.
- Review fixed income portfolios in Bloomberg.
- Evaluate tactical decisions and run performance attribution.
- Input trades for strategies with funds in Investors View (IV).
- Respond to Portfolio Advisor inquiries regarding third-party investment products that are not included in strategies run by centralized trading or on the approved list by gathering research and summarizing it in a few paragraphs.
- Support retirement services in changes to their fund line-up.
- Participate and contribute to weekly research meetings, monthly investment strategy group meetings, portfolio advisor meetings and other investment meetings as needed.
- Conduct ad-hoc projects and tasks as required including assisting with portfolio advisor communication.
Business Unit: WM - FNTC
Reports to: Director of Trading and Research
Position Overview
This position is primarily responsible for performing various duties relating to the Discipline and Research Services function including securities research, securities and discipline reporting, securities processing, securities trading and compliance with assorted operating policies, procedures and regulatory requirements. This incumbent may also be called upon to present, explain, and/or discuss investment rationale to existing clients, as well as discuss and explain our investment process or investment themes with prospects during the sales process.
Primary Responsibilities
Prepare insightful research both subjective and objective on our internal investment strategies. These materials are to be used as client talking points, sales material, and marketing materials for our investment professionals. May be called upon to service client relationships and explain investment rational or strategies.
Build and maintain investment strategies that include stocks, bonds, mutual funds, MLPs, preferred stock, ETFs, and SMA managers. Provide rationale for each holdings, and track both long term and short term performance of the strategies. Refine and develop investment solutions as requested or as market needs arise under the request and direction of the management team.
Provide support to the sales and servicing of client accounts through portfolio analysis, due diligence reporting, and ad hoc reports as requested.
Maintain portfolio management database and software.
Coordinate processing of client portfolio performance software and database.
Serve as a back-up and support Trade Specialists on trades originated by Portfolio Advisors and become proficient in all trade related operations in order to serve as a trader in the event that volume increases or Trade Specialists are unavailable to execute trades.
Third-party investment manager sourcing, manager research and selection, and periodic due diligence.
Aid in the construction and monitoring criteria of investment policy regulations and oversight in conjunction with management. Provide regular reports on any violations to individual holdings that may violate our criteria (stocks, mutual funds, SMAs) and suggest a preferred replacement option.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with trading in an investment field, trade management procedures and regulations, securities markets and investment portfolio management concepts.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements Or Work Conditions Beyond Traditional Office Work
N/A
Equal Employment Opportunity (EEO)
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
