Investment Analyst (Fixed Income)

Compensation

: $77,260.00 - $116,510.00 /year *

Employment Type

: Full-Time

Industry

: Accounting



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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. 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.

Investment Analyst (Fixed Income) - 1900306
Description
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 a Investment Analyst
Under the direction of the team leader or manager, this position is involved in the process and review of individual, institutional, and portfolio 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 Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
We'll give you these important responsibilities?
* Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters. Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firm's investment
* Supports the following processes: Interfaces with system vendors, portfolio managers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bank's standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements.
* 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:
* Bachelor's degree from an accredited institution, finance or related major preferred, or equivalent work experience.
* Financial and trend analysis knowledge preferred.
Experience:
* Minimum 1 - 2 years of experience in portfolio analysis or comparable experience in another field of banking/financial services industry or equivalent work experience.
* Requires basic knowledge of how economic and business conditions affect investment returns and knowledge of security types and financial markets.
Technical Skills:
* Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software.
* Knowledge of or ability to use Bank software and systems.
Other Qualifications:
* Strong communications skills, including verbal, written, inter-personal and presentation.
* Ability to work independently and under pressure.
* Able to work flexible hours including holidays, weekends and evenings as needed or assigned.
* Must be able to provide own transportation or to operate a vehicle with a valid driver's license, and able to commute and arrive at intended destination in a timely manner and/or as required.
* Off island travel may be required.
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.
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
: Apr 1, 2019, 9:55:47 AM
Unposting Date
: Ongoing

* Bachelor's degree from an accredited institution, finance or related major preferred, or equivalent work experience. * Financial and trend analysis knowledge preferred. Experience: * Minimum 1 - 2 years of experience in portfolio analysis or comparable experience in another field of banking/financial services industry or equivalent work experience. * Requires basic knowledge of how economic and business conditions affect investment returns and knowledge of security types and financial markets. Technical Skills: * Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. * Knowledge of or ability to use Bank software and systems. Other Qualifications: * Strong communications skills, including verbal, written, inter-personal and presentation. * Ability to work independently and under pressure. * Able to work flexible hours including holidays, weekends and evenings as needed or assigned. * Must be able to provide own transportation or to operate a vehicle with a valid driver's license, and able to commute and arrive at intended destination in a timely manner and/or as required. * Off island travel may be required.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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