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Investment Analyst

Bank of Hawaii


Location:
Oahu, HI
Date:
05/28/2017
Job Code:
139145
Categories:
  • Financial Services
Bank of Hawaii
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Job Details


Investment Analyst-1700349
Description

Bank of Hawaii
In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change. At Bank of Hawaii, we think of ourselves as forward thinking pace setters. We are constantly finding creative ways to deliver leading edge financial services to our customers.  Now more than ever, we’re embracing change while using data and analytics to make informed decisions about our future.

 

It’s our analysts who help us succeed in finding and interpreting information and turning that information into actionable decisions.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.

 

Does this sound like you?
Do you enjoy partnering with business units and providing a wide range of analysis?  Do you thrive in an environment that leverages your abilities as a fast learner, good listener, and problem-solver?  Are you a self-starter, comfortable with interpreting data into useful analytics?  If you love challenges, relish complexity, and have moxie, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  You will work with the business to ensure the highest standards of stewardship and control are maintained, all while driving continuous improvement and innovation. Welcome to your tomorrow!

 

A day in your life as an Investment Analyst
Under the direction of the team leader, this position is involved in the process and review of individual and institutional accounts by ensuring that these accounts maintain a high level of consistency with respect to asset allocation, policy objectives and investment returns.  In addition, assists in business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.  In addition, this position is responsible for demonstrating the Excellence in Sales/Service (ESS) philosophy by participating in and practicing ESS disciplines and behaviors.

We’ll give you these important responsibilities…

  • Supports Portfolio Managers in their daily portfolio management duties. This includes: Maintaining and generating reports from the portfolio management and related systems to facilitate the investment process, improve efficiency, and mitigate risks. Executing accurate rebalances of client accounts on an ad hoc or large scale basis. Maintaining investment portfolio composites, which are target portfolios for client accounts, to ensure accuracy and to implement any changes to asset allocation or manager selection. Providing ongoing review of client accounts for policy exceptions and compliance and coordinates actions required to resolve issues that arise, including maintaining appropriate documentation.
  • Keeps abreast of major developments in the capital markets.  Materially participates in the analysis of capital markets and/or investment managers to support the Bank’s investment process. Uses knowledge of markets, asset allocation views and investment strategies to advise Portfolio Managers of potential impact on client portfolios and make recommendations as appropriate. Supports communication of investment results, market conditions, and the firm’s investment process to internal and external clients, including but not limited to help produce collateral materials and analysis of clients’ specific investment situations.
  • Actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations. Pursues attainment of relevant professional designations. Contribute to the team’s overall development by sharing information and ideas that may enhance the team’s effectiveness.
  • Follows general corporate policies and pursues actions that contribute to the Trust Services Group’s overall level of profitability and performance.  Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum.
  • Performs all other miscellaneous responsibilities and duties as assigned



Qualifications

…if you come to us with these qualifications…

Education: 

  • Four year college degree from an accredited educational institution or equivalent work experience. 
  • Financial and trend analysis knowledge preferred.

 

Experience: 

  • Minimum two years related work experience in a professional office environment or equivalent; with 1-2 years of experience in the securities industry or comparable experience in another field of banking/financial services industry.

Technical Skills:   

  • Basic knowledge of how economic and business conditions affect investment returns.
  • Knowledge of security types and financial markets.
  • Proficiency with personal computers and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software.

 

Other Qualifications: 

  • Strong communications skills, including verbal, written, inter-personal and presentation. 
  • Ability to work independently and under pressure.
  • Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required. 
  • Travels by air as required.

 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.

Job Function Investments
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting May 5, 2017, 8:52:39 AM
Unposting Date Ongoing

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