Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group. Job Summary: To achieve success at IM&T and HighMark, the Investment Analyst must be able to utilize their creative thinking capabilities, knowledge of the financial and capital markets along with their ability to analyze detailed and complex investment data to build, develop and present customized analysis and conclusions to Investment Managers, IM&T management and other key professionals. Each Investment Analyst is responsible for their area of focus including equity, fixed income, mutual funds, and cash flow planning. Major Responsibilities: (40%) Investment Related: •Work with IM&T Portfolio Managers and senior management to identify and evaluate scenarios, solutions, and assist in the implementation and monitoring of clients' investment strategies. •Work with Portfolio Managers to identify and evaluate investment solutions and assist them with performance attribution and risk-return, style, holdings, and exposure analysis. •Support the non-portfolio management service requirements of Portfolio Managers, key clients, senior leadership and internal partners. •Develop, distribute and present general internal and external client communication pieces. (30%) Analytical and Creative Thinking Creatively solves complex challenges and analyzes complicated matters. •Maintains strong knowledge of the financial and capital markets. •Analyzes detailed and complex investment data necessary to build, develop and present customized analysis and conclusions to Portfolio Managers. (15%) Special Projects: •Project management skills including the ability to work independently and manage multiple projects with a large volume of investment data and tight deadlines. •Must be able to establish priorities, goals, and measure progress. •Provide high level analytics and thought leadership to the senior managers of IM&T. •Capable of pursuing multiple goals and projects simultaneously, while fostering a cooperative, collaborative, and positive work environment. •Ability to understand complex issues, provide solutions, and recognize the potential impact to the organization. (10%) Risk Management: •Responsibility for all fiduciary and SEC compliance requirements. •Actively ensure compliance with Union Bank's and HighMark's Code of Ethics. •Participate in any required corporate and business line training in these areas. (5%) Office Related Tasks •Performs various office related tasks, such as distributing reports; operate and maintain office machines; photocopying materials; mailing correspondence; manual and electronic filing of client documentation; preparing documents for imaging; ordering supplies, and general office administration. •Improves skill set annually by completing targeted training.
Qualifications: Education, Licensure, Year of Experience (and type of work experience): •7+ years of investment industry experience. •Bachelor’s degree required. An MBA/CFA/CFP preferred. Knowledge, Skills, Abilities: •Attention to detail, accuracy, and producing high quality work, while maintaining focus on significant issues without getting bogged down is important. •Excellent communication skills, both verbal and written, including the ability to effectively package and communicate information at the senior executive level. •Advanced system skills are required with near-expert level understanding of Microsoft Office. •Strong practical knowledge of financial markets and the firm's business, products, and services, including experience with both institutional and retail clients is required. •Possess sound analytical skills, superior judgment, and ability to function autonomously, while anticipating the data reporting and presentation needs of the Portfolio Managers. •Knowledge of Bloomberg and/or other securities trading systems strongly desired. •Proficiency with full Microsoft Office Suite products (i.e Word, Excel, PowerPoint, etc.). •Knowledge of trust accounting systems and/or trust administration is desired. The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.