Investment Analyst

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    "description": "<p><span style=\"font-family:Calibri,sans-serif\">Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in <strong>Birmingham, AL</strong>! We are looking for a full-time <strong>Investment Analyst </strong>that will play a vital role in supporting our business goals and overall vision<strong><span dir=\"ltr\" lang=\"EN\">. </span></strong><span dir=\"ltr\" lang=\"EN\">An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (<strong>G<em>olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic</em></strong>).</span></span><br />\n&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Summary: </strong></span></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\">The Investment Analyst will be responsible in assisting the Wealth team on a wide variety of projects and analysis with components of strategy, data gathering/inquiry, and reporting. This role works closely with Wealth Leadership, Portfolio Managers, Client Advisors, and Client Support across all markets to ensure a coordinated approach to serving our clients.&nbsp; </span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Key Roles/Responsibilities: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Point of contact for executing trades throughout the organization</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Owns the process of rebalancing portfolios</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Responsible for analyzing portfolios to ensure suitability</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Creation and dissemination of internal investment communications</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Assists in the creation of client meeting materials and proposals</span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Responsibility Details: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Manages the daily oversight for Black Diamond.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Owns and manages internal Investment Committee Meetings, including management of meeting minutes. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Responsible for analyzing individual investments to ensure suitability. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">May participate in client meetings occasionally. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Work with Wealth Leadership to foster an atmosphere of continual improvement, encouraging new ideas and implementing best practices.</span></li>\n</ul>\n\n<p><br />\n<span style=\"font-family:Calibri,sans-serif\"><strong>Qualifications and Skills:</strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Bachelor&rsquo;s degree in economics, finance, accounting or related area of study is required.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">One to two years of related experience and/or training is preferred. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Demonstrates a high level of professionalism with confidential and sensitive information.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Ability to manage priorities and workflow with minimal guidance.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Have excellent interpersonal skills, as well as written and verbal communication skills.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Acute attention to detail.</span></li>\n</ul>\n\n<p style=\"margin-left:48px\">&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Oakworth has been recognized by <em>American Banker</em> magazine as one of the &ldquo;Best Banks to Work For&rdquo; nine times</strong>, earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked <strong>#2 nationally in both 2024 and 2025</strong>, after holding the <strong>#1 ranking six times</strong> in prior years. To learn more about our story and what truly sets Oakworth apart, visit <a href=\"https://www.oakworth.com/\">https://www.oakworth.com/</a>.</span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\">If you are interested in this excellent opportunity, please send your resume to <a href=\"mailto:[email protected]\">[email protected]</a>. &nbsp;&nbsp;</span></p>\n",
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