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Working at Rabobank

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Position Details

Location Santa Barbara, CA
Employment Type Regular
Company Rabobank, N.A.
Reference Number RNA02086

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Investment Research Specialist

Our Organization

Rabobank, N.A. is a fast-growing California community bank that provides personalized service and a full array of quality products to individuals, businesses, organizations and agricultural clients. With nearly 119 retail branches, we serve the needs of communities from Redding to the Imperial Valley through a regional structure that promotes local decision making and active community involvement by our employees. The bank has more than $14 billion in assets with over 1,800 employees.

Rabobank, N.A. is part of the Rabobank Group, which is rated one of the world’s safest banks by Global Finance Magazine. The Rabobank Group is a global financial service provider and the premier lender to the global food and agricultural industry.

Your Function:

Rabobank, N.A. has an exciting opportunity for a Investment Research Specialist!  The Investment Research Specialist is responsible for supporting the investment department in the areas of investment research, portfolio management, client reporting, sales and other research.  The Specialist researches and analyzes the mutual funds, individual bonds and stocks held in clients accounts or that potentially could be used in client accounts.  Such analysis includes evaluations of the strategies, character, performance and other factors for each fund. Responsibilities will include and are not limited to the following:

  • Uses Morningstar Principia, fund company websites, prospectuses and shareholder reports and the SEC’s EDGAR website for source information.
  • Maintains managed investment portfolios in the Morningstar Principia software, preparing, analyzing and discussing associated reports.
  • Assists in the day-to-day management of client accounts, primarily by calculating trade amounts when account rebalancing/reweighting is required.
  • Maintains the investment returns composite and may participate in performance analysis with gained experience.
  • Maintains investment portfolio information reports.
  • Maintains and updates the Asset Allocation Guidelines spreadsheet used for Trust Investment Committee (TIC) meetings.
  • Assists with the preparation of annual Reg. 9 investment reviews.
  • Assists in communicating investment-related information to clients through preparation of letters and emails, making telephone calls and participating in client meetings.
  • Supports the sales effort by providing Business Development Officers (BDOs) with the investment portfolio information reports and other sales materials, as determined by the BDO.
  • Supports economic research by obtaining and analyzing information available from the Bureau of Economic Analysis, Bureau of Labor Statistics, Institute for Supply Management, Federal Reserve Bank of St. Louis and other sources.

Your Profile:

Successful candidates will possess the following: 

  • High School Diploma or equivalent with 4 years related Investment Management experience required; or Bachelor’s Degree in Economics, Finance, Business Administration preferred.
  • Related industry certification, credential, or license preferred in Chartered Financial Analyst designation.
  • Valid Driver’s License required or available transportation. 
  • Proficient with: MS Word, MS Excel, MS PowerPoint, MS Outlook, Internet, BakerHill (or similar system), Metavante (or similar system), LaserPro (or similar system).
  • Ability to travel between bank and customer locations and/or commute for training purposes (less than 25%).

We Offer:

Rabobank is committed to attracting, retaining and rewarding employees. We offer competitive salaries, bank wide cash bonus plans, generous benefits and a supportive work environment with global career growth potential.

Additional Information:

Rabobank is an Equal Opportunity- Affirmative Action Employer M/F/D/V.

Interested?

For immediate consideration, please complete an on-line application and/or submit your resume.

Accessibility and EEO:

RNA is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a position or to submit an application, please visit the Accessibility and EEO Page.