Investment Analyst

Peapack-Gladstone Financial - Bedminster, NJ

Full-time - Entry Level

Bedminster, NJ

Credit Intermediation and Related Activities

About the position

Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy. What makes Peapack-Gladstone Bank different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the seventh consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness. There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!

Responsibilities

• Provides excellent customer service to the Wealth Management clients
• Prepares letter correspondence for the Wealth Management clients
• Answers client questions within scope of responsibility
• Coordinates and maintains client Investment Policy Synoptic detailing the client's investment objective
• Develops, prepares and distributes equity screens for investment idea generation
• Conducts equity research by reviewing and analyzing company investor material and sell side research for the purposes of stock selection
• Supports the fixed income investment process by conducting credit analysis
• Maintains trading models on the bank's trading platform
• Blocks and execute trades as directed by Portfolio Managers
• Prepares and produces client and prospect materials for meetings
• Maintain the confidentiality of the Bank and its customers

Requirements

• Degree in business, finance or related field preferred
• Ability to interact effectively and tactfully with Wealth Management clients and Bank personnel from other departments either in person or over the telephone
• Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer
• Excellent oral and written communication skills required
• Ability to read, write and speak English clearly
• Knowledge of own department's operations, policies, and procedures
• Must be an organized, independent, and detail-minded individual

Nice-to-haves

• Attends required special events as needed as a representative of the Bank
• Special projects and other related duties as assigned
• Maintain a neat and orderly work area

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Competitive PTO package
• 401k match