Research Analyst

Portland, Maine
Will be discussed in Interview
13 Jan 2022
12 Feb 2022
Employment Type
Full Time

We are seeking a Research Analyst for our trust company (Clearstead Trust) headquartered in downtown Portland, ME.  This position provides investment research and support for Clearstead Trust’s Core Equity Strategy as well as works with the firm’s Trust Officers to manage and monitor client portfolios.

Position responsibilities:    

  • Assist with monitoring and maintaining Clearstead Trust’s Core Equity strategy
  • Research individual companies and investment managers using third party equity research and by conducting independent analysis and due diligence
  • Develop models, create reports, compile data, and perform in-depth analysis of investment performance to assist in investment decisions
  • Construct presentations detailing macro trends, market trends, and investment themes
  • Monitor private investments
  • Serve on the Trust Investment Committee
  • Prepare and deliver research memos, reports, and presentations to summarize key findings and recommendations to the Trust Investment Committee
  • Work with Trust Officers to manage client portfolios:  monitor holdings, performance, and risk; make buy/sell recommendations; prepare reports; and conduct client specific research projects
  • Attend client meetings, prepare meeting materials, work directly with clients
  • Develop and implement trading models to rebalance portfolios and minimize tracking error across accounts while maximizing efficiency
  • Assist with business development efforts and maintain marketing material for distribution to clients
  • Work with operations staff to increase automation, improve quality of data, and create new trading tools
  • Complete other duties as assigned

Essential skills and experience:

  • 2-5 years of related experience within a professional services firm; experience within a financial services institution a plus
  • Bachelor’s Degree; MBA a plus
  • Progress toward CFA designation or CFA designation preferred
  • Research experience involving equities, fixed income, mutual funds and/or alternative investments
  • Strong analytical skills, exhibits great attention to detail and the ability to think strategically
  • Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
  • Excellent interpersonal and communication skills, written and verbal
  • Demonstrated client service skills
  • Strong computer proficiency (e.g. Word, Excel, PowerPoint, Adobe and Outlook)
  • Experience in writing and editing business development materials as well as creating and working with spreadsheets, charts, graphs, and presentations
  • Team player able to interact with staff at all levels of the organization
  • Strong commitment to company values

Clearstead Trust is committed to building a culturally diverse workforce and strongly encourages applications from individuals from all diverse backgrounds.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect:

  • A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
  • The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
  • An opportunity to work with high-profile private clients and institutions across the country
  • A competitive base salary with an incentive bonus program
  • 401(k) Savings plan with company contributions
  • Health, Dental, Vision, and Long-term disability insurances
  • Generous paid time off program

We are Clearstead Trust…providing the highest standards of fiduciary oversight, investment management advice, and trust services in a secure and enduring manner.

In collaboration with our parent company, Clearstead Advisors, Clearstead Trust maintains a due diligence process whose purpose is to identify high-quality investments that meet our thoughtfully determined growth targets and safety standards in an objective manner.  We then combine these carefully selected investment opportunities with our high-quality fiduciary and planning services.

Simply put, Clearstead Trust wants to be positioned to look out for our clients’ best interest at every turn in the road. 

Clearstead is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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