Investment Analyst I

Montecito Bank & Trust is hiring an Investment Analyst I to assist the portfolio management team with investment reporting and client presentations. The role requires analytical skills, a degree in a related field, and 1-3 years of experience in finance or banking. The position is based in Montecito, CA, with a hybrid work schedule option. Benefits include competitive pay, insurance, retirement planning, and paid time off.
Join Montecito Bank & Trust as an Investment Analyst I!

As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.

About the Role

As an Investment Analyst, you will deliver a World Class Experience by assisting the portfolio manager team with the preparation, publication, and distribution of Wealth client investment reporting and planning documents as well as prospect presentations. Position requires analytical skills to assure calculation and presentation accuracy as well as a professional demeanor in interacting with high-net-worth clientele. Asset class and security level research is a secondary workflow requirement as well as familiarity with bank financial services where necessary. You will be located in Montecito, CA with the opportunity for a hybrid work schedule.

What We’re Looking For
• A Bachelor’s degree in Business, Economics, Finance, Accounting, or a closely related field required
• General knowledge of asset class, investment vehicle, financial market, and economic indicators required
• Minimum of 1 year up to 3 years’ experience in investments, financial services, or banking experience preferred
• Demonstrated ability and understanding of numerical calculations including statistical and performance measurement concepts
• Strong analytical and spreadsheet skills

Your Responsibilities

The essential functions of this role include, but are not limited to:
• Analyze, organize, and publish client investment reporting and meeting materials, provide client service support
• Support monthly production of the Bank’s bond portfolio reporting to the ALCO and Investment Committee
• Assist in pre-purchase analysis and documentation of bonds purchased for the Bank’s portfolio
• Support business development including proposal preparation and marketing presentations
• Under supervision and as needed, supply securities trading support including related reports and settlement schedules
• Assist with investment and economic research and general duties including document imaging, compliance tasks

Your Benefits
• Workplace Culture that Values YOU
• Competitive Pay
• Medical, Dental, Vision, & Life Insurance
• 401K Matching/Retirement Planning
• Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time
• Associate Bank Accounts
• Bank Gatherings, Events, & Associate Engagement Activities

Individual pay is based on a multitude of factors, including candidate’s experience, knowledge, skills, and abilities needed to perform in the position and pay equity.

Equal Employment Opportunity

Montecito Bank & Trust is an equal opportunity employer. All qualified applicants will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, veteran or disability status, or any other protected characteristic.

Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations.

Interested in Applying?
• Apply through Indeed or visit our website Montecito Bank Careers
• Review the openings using the “Explore Opportunities” tab.
• Select “Apply Now” to review the desired position and click “Apply” to submit your application.
• Create a personal log-in to apply.