Investment Analyst

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.

About This Job

The main purpose of this job is to analyze and evaluate industries, companies, securities, performance returns, portfolio and/or investment managers through fundamental and/or quantitative techniques.

Essential Functions

• Present to clients and prospective clients
• Review work and serve as a mentor to junior team members
• Analyze and evaluate industries, companies, securities, performance returns, portfolio and/or investment managers through fundamental and/or quantitative techniques
• Keep abreast of relevant market events and trends
• Partner with external management teams, industry representatives, and/or provider representatives
• Prepare reports and communicate evaluations to portfolio managers
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate knowledge of the investment field
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Basic level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

• Bachelor's degree in related field or equivalent combination of education and experience required
• 3+ years investment experience required
• Chartered Financial Analyst (CFA) designation preferred

***Level of role is determined by knowledge, experience, skills, abilities, and education

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time