Wealth & Investment Research Analyst - (Warren, OH)

Provides direct support to Portfolio Managers through research and analysis of buy and sell recommendations for a defined group of more complex equities. Monitors existing and potential holdings for funds through research and collection of details through 3rd party services and consulting calls. Works with Portfolio Managers on individual portfolios to insure compliance and overall portfolio management. Provides reporting and portfolio analytics to Wealth & Investment leadership. May assist with client contact as needed. Minimum qualifications: Bachelor's Degree three or more years of background in investment analytics SDL2017