Investment Analyst

Position Summary:

Argent Trust Company is a subsidiary of Argent Financial, an independent trust and financial services company with over $35 billion in assets under advisement. Argent has a friendly corporate culture, with offices throughout the Southeastern United States, centered on delivering the highest level of service to our clients. This position reports to a Senior Portfolio Manager.

Job Location:

Any Argent location

Responsibilities:

The primary role of the Investment Analyst will be to support members of the Argent investment team, in order to provide exemplary service to current and potential clients.

Regular duties will include, but are not limited to, the following:

 

  • Prepare regular reports for members of the investment team utilizing various financial applications and programs: Bloomberg, Morningstar, Value Line, Stock Charts, Black Diamond
  • Monitor current economic topics and events as it relates to report preparation
  • Enter data as needed for client service and internal requests
  • Meet deadlines provided by members of the investment team and appropriately prioritize tasks to maximize output
  • Analyze financial reports and provide financial modeling to investment team members
  • Regularly review client accounts for compliance with asset allocation, approved securities, and performance
  • Perform rebalancing and trading analysis for accounts
  • Prepare meeting materials for team members and clients
  • Pull appropriate data for review of various money managers according to due diligence requirements and complete current form for review and approval
  • Participate in various internal investment decision-making workgroups
  • Provide notes as needed for various internal and external meetings
  • Work collaboratively with other analysts and employees

Education and Experience:

  • 4-year Undergraduate degree required
  • Studies focused on finance / economics preferred
  • Willingness to pursue graduate work and CFA designation preferred
  • Proficiency in Excel, including use of various formulas, preferred

Candidate Skills:

  • Ability to clearly communicate, meet deadlines, and grow within the role
  • Strong analytical skills, detail oriented, organized, and ability to prioritize
  • Work collaboratively with other members of the team
  • Proficiency in written and oral communication, with strong presentation skills

To Apply:

Submit cover letter and resume to resumes@argentfinancial.com

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