Provides investment analytical support for the Discretionary Investment Management Platform for trust & agency accounts. Responsible for investment manager search, evaluation, selection, monitoring, and performance measurement processes. Utilizes software packages Zephyr, Principia, PSN, and Axys. Prepares and maintains financial simulation models for various investment management strategies. Prepares, updates and publishes monthly economic & financial markets data & charts. Prepares analytical investment presentations, proposals, models and accounts. Prepares analytical and comparative fee proposals for new relationships. Prepares and maintains individual account sub-advisor engagement agreements and summary database which captures specific account objectives, risk levels, and special considerations. Other duties as assigned.
Qualifications
Typically requires a Bachelors and 0 -2 years of directly related experience. Limited use and/or application of basic principles, theories, and concepts. Basic knowledge of finance, analytical process, MS Word, MS Excel, MS Access, MS Power Point, and HTML. Strong analysis skills.
Hours, Monday - Friday, 8:00 am - 5:00 pm
Must be able to work a flexible schedule
Salary and job level commensurate with experience
Experience with Advent Ayxs and Investors's View preferred
O
rganization
Amegy Bank
W
ork L
ocations
Texas-Houston-TX - Galleria
TX - Galleria
4400 Post Oak Parkway
Houston
77027
Zions Bancorporation - 30+ days ago
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