Investment Analyst

Spinnaker Trust

Investment Analyst

Portland, Maine

Spinnaker Trust is seeking an Investment Analyst, to be based in the Portland, Maine Office.

Requirements of the Investment Analyst:

• 5 years of investment research experience on the buy and/or sell side.
• Proficiency in using Microsoft Office programs (PowerPoint, Word, Excel, Outlook), Tamarac, and FactSet.
• Comfort utilizing artificial intelligence to increase the speed and efficiency with which information can be assembled and synthesized to make useful inferences and ultimately decisions.
• CFA and/or MBA

Benefits of the Job:

• Free parking near office in Portland
• Generous annual bonus opportunity based on individual, team, and company performance
• Health coverage, dental and vision coverage through a flex plan
• Hybrid work schedule (3 office days, 2 work from home days per week)
• Two retirement plans (401k and ESOP)
• Cell phone reimbursement
• Business casual dress code
• Annual salary reviews
• A collaborative team and a fun work environment with plenty of autonomy and career growth

Responsibilities of the Investment Analyst:

• Supporting the firm’s Chief Investment Officer, Deputy Chief Investment Officer, and Senior Vice President/Portfolio Manager in overseeing all of the model portfolios of the firm.
• Complete robust macroeconomic research and reading across asset classes – essential for working on the global ETF models and contributing to robust investment debates.
• Follow and understand performance of sectors, themes, geographies, and market caps. Within fixed income, follow interest rate and credit spread trends.
• Research and monitor individual equities, preparing written recommendations and DCF and other valuation models as appropriate.
• Review possible third-party products and managers, meeting with managers, traveling to conferences and presenting possible investment opportunities to the investment committee.
• Discuss markets with clients and explain Spinnaker’s investment strategies

Spinnaker Trust was founded in 2001 and works with families and institutions offering financial planning, trustee services, investment management and administration of Employee Stock Ownership Plans (ESOP). Spinnaker Trust has been named to the list of Best Places to work in Maine for the past 5 years!

KMA Human Resources Consulting has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE

Spinnaker Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• What is your personal email address?

Work Location: Hybrid remote in Portland, ME 04101