Construction & Manager Research Portfolio Analyst

Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Old National Bank is currently seeking an Investment Analyst within our 1834 Portfolio Construction and Manager Research group. This position is responsible for contributing to a collaborative investment process within 1834, a division of Old National Bank's dedicated to high net worth and institutional investment advisory.

The role will primarily focus on research and analysis related to the asset allocation and portfolio construction processes, and will support decision-making processes related to both long-term (strategic) and short-term (tactical) asset allocation. Specifically, this role includes: gathering, organizing, and analyzing economic data from a variety of sources, as well as building, calibrating, and maintaining economic models that feed into our broader asset allocation process. This role will provide qualified candidates with exposure to and guidance from senior investment team leadership, and offers significant runway to grow as an investment analyst, and as a key contributor to 1834's investment process.

Candidates who are qualified for this role will have prior investment research experience, will possess a basic understanding of multi-asset portfolio management and/or the wealth management business, and will bring solid quantitative skills along with experience with related tools and techniques.

Key Accountabilities

Investment Research:

Utilizing various systems to find, extract, and analyze data
• Fund/manager screening, analysis, and due diligence
• Quantitative and qualitative analysis of investment strategies
• Measuring and managing portfolio risk
• Interpreting analysis results, making useful inferences, and summarizing conclusions
• Making recommendations on how the data ought to influence decisions
• Building and/or maintaining quantitative/analytical tools
• Generating output from tools/models, and sharing results/conclusions with internal team(s)

Business Development - Portfolio 'Deconstruction'

• Analyzing portfolios of current and prospective clients, providing valuable insights while conveying 1834's ability to create value through implementation of our investment process
• Creating and delivering investment proposals that contrast existing portfolios of prospective clients with 1834 investment recommendations

Communication:

• Communicating with external and internal partners in a professional manner
• Conveying complex ideas to broad audiences - expressing quantitative concepts in qualitative terms
• Participating in and contributing to a variety of internal discussions
• Effectively using visuals - charts, tables, graphics, etc. - in educational materials for colleagues and clients

Facilitating the Investment Process:

• Organizing library of data, tools, information, deliverables.
• Maintaining system(s) for keeping relevant files and data organized and accessible
• Creating reports to convey analytical work, economic insights, model output, etc.
• Occasionally taking notes and keeping records of internal team meetings/discussions as well as meetings with external asset managers and other vendors/partners/stakeholders

Key Competencies for Position (for this role, place in order of importance and remove if does not apply)

• Develops Talent - Strengthen your abilities for today and beyond. You own your own development and your career. Actively assesses self feedback to enhance knowledge, skills and behaviors. Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles.
• Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance.
• Strategy in Action - Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identified opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals.

• Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
• Makes Decisions & Solves Problems - Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root

causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences.

• Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
• Leads Inclusively - Seeks awareness of various cultures, backgrounds and perspectives while exploring your own natural biases. Seeks awareness of various cultures, backgrounds and perspectives while exploring your own natural biases. Seeks divers information with curiosity and humility to learn more about people from other cultures and backgrounds including impacts on norms, behaviors and expectations (e.g. social norms, decision-making approaches, and preferences). Advocates for diverse perspectives. Continually examines own biases and behaviors to avoid stereotypical responses.
• Personifies ONB Culture - Demonstrates pride in ONB. Consistently demonstrates Old National's culture and values in daily interactions. Places the organization's goals before individual or team goals. Demonstrates the desire to be part of something beyond themselves by investing time, heart, and expertise to help clients and communities thrive.

Qualifications and Education Requirements

• Bachelor's degree in finance, economics, accounting, mathematics, or another related field
• 1-3 years' experience related to financial/investment analysis
• Proficiency in Microsoft Excel required; experience with any investment research databases (Morningstar, FactSet, Bloomberg, etc.) preferred
• CFA designation/progress toward designation favorably considered

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.

We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!