Wealth Investment Analyst

Company: Nicolet National Bank
Location: Green Bay
Posted on: May 8, 2025

Job Description:

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Investment Analyst will leverage guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients.

As an Investment Analyst, you will:

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• Works closely with Wealth Portfolio Managers, Wealth Advisors, and Trust Administrative Officers to maintain appropriate investment strategy/asset allocation for client portfolios based on client circumstances, objectives, and risk tolerance.
  
• Active contributor to Investment Committee and Investment Research Team through investment research, monitoring, and various projects.
  
• Pro-actively provide Portfolio Managers and Wealth Advisors timely, detailed information on proposed portfolio changes.
  
• Implement Investment Committee tactical asset allocation changes into client portfolios as they occur.
  
• Knowledge of investments and asset management strategies, products and services.
  
• Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
  
• Provides clients with exceptional customer service during every interaction.
  
• Identify and refer business to other areas within the Bank as appropriate.
  
• Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  
  
  
  Qualifications:
  
  
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  • Bachelor's Degree Finance, Accounting, or Economics Required
    
  • Chartered Financial Analyst (CFA) Program candidate Preferred
    
  • Strong interest in investments with a desire to pursue a career in investments
    
  • 3+ years Investment background is required
    
  • Series 7 and 66 License preferred
    
  • Strong analytical and detail orientated aptitude; a high degree of accuracy is required
    
  • Possess a strong work ethic and be able to learn quickly in a fast-paced environment
    
  • Ability to make professional presentations to external and internal clients
    
  • Must exhibit good judgment and build credibility as trusted advisor with prospective and current clients
    
  • PC, phone system, general office equipment.
    
  • Proficiency with Microsoft Office applications
    
  • Ability to maintain strict confidentiality
    
  • Ability to effectively promote Nicolet as a bank of choice
    
  • Strong organizational, multi-tasking and prioritizing skills
    
  • Self-motivated and resourceful
    
    
    
    Benefits:
    
    
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    • Medical, Dental, Vision, & Life Insurance
      
    • 401(k) with a company match
      
    • PT0 & 11 1/2 Paid Holidays
      
      
      
      The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
      
      Equal Opportunity Employer/Veterans/Disabled

Keywords: Nicolet National Bank, Sheboygan , Wealth Investment Analyst, Professions , Green Bay, Wisconsin