Wealth & Investment Research Analyst – Lead

Huntington National Bank

. Provide direct support to Portfolio Managers through research and analysis of buy and sell recommendations for complex equities .

Posted 11/6/2026full-timeCincinnati • Ohio • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, portfolio management, and investment strategy development, with a strong focus on compliance and fiduciary principles. Capable of effectively communicating investment insights and managing trust-account relationships.

Highest-signal resume keywords

Financial AnalysisPortfolio Performance AnalysisInvestment RecommendationsRisk AssessmentFiduciary Principles Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Research and Analysis of EquitiesInvestment ReportingMarket Trend AnalysisInvestment PresentationsPortfolio Management

Soft Skills

CommunicationCollaborationContinuous Learning

Tools & Technologies

Third-Party ServicesConsulting Calls

Industry Keywords

Investment ManagementTrust AdministrationFiduciary Principles

About the role

Key responsibilities & impact

Provide direct support to Portfolio Managers through research and analysis of buy and sell recommendations for complex equities
Monitor existing and potential fund holdings through research, third-party services, and consulting calls
Collaborate with Portfolio Managers on complex portfolios to ensure compliance and effective portfolio management
Provide reporting and portfolio analytics to Huntington Trust leadership
Lead wealth and investment research initiatives and develop investment strategies
Conduct financial analysis and reporting
Monitor portfolio performance and analyze market trends and conditions
Prepare investment reports and engage with clients in investment discussions
Conduct risk assessments and support senior analysts
Engage in continuous learning and prepare presentations
Update senior leadership on investment insights
Oversee account opening for new Investment Management and Trust business
Manage relationships and administration of trust accounts
Ensure account administration complies with fiduciary principles
Perform other duties as assigned

Requirements

What you’ll need

Experience with research and analysis of buy and sell recommendations for complex equities
Ability to monitor existing and potential fund holdings using third-party services and consulting calls
Ability to work with Portfolio Managers on complex individual portfolios
Financial analysis and reporting skills
Portfolio performance and market trend analysis skills
Ability to provide investment recommendations
Risk assessment skills
Ability to prepare investment presentations
Ability to communicate investment insights to senior leadership
Ability to oversee account opening for new Investment Management and Trust business
Ability to manage trust-account relationships and administration
Knowledge of fiduciary principles and compliance requirements

Benefits

Comp & perks

Flexible work arrangement may be available for certain positions outside the branch network
Opportunity to work both in-office and from home where eligible
Remote roles may come together in offices for moments that matter
Equal Opportunity Employer
Tobacco-Free Hiring Practice