Bank of Hawaii · 6 days ago
Senior Analyst Investment Asset Allocation
Honolulu, HI
Full-time
Onsite
Mid, Senior Level
4+ years expBank of Hawaii is seeking a Senior Analyst for Investment Asset Allocation to manage high revenue portfolios and client relationships. The role involves analyzing portfolios, supporting asset allocation strategies, and maintaining compliance with regulations while assisting in client presentations and business development efforts.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters
Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firm’s investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clients’ specific investment situations
Interfaces with system vendors, portfolio managers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bank’s standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements
Maintains some relationships with institutional and Trust clients. Assists business development officers and trust officers with client retention and asset growth. As part of the Portfolio Management Team, assists in Bank of Hawaii’s marketing, sales and service efforts to include but not limited to: creating and maintaining market materials related to Bank of Hawaii’s investment services, assisting portfolio managers with new sales, and service existing clients. This includes but is not limited to managing vendors to ensure optimal utilization of available technology and to address any system related issues. Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives
Maintains fluency in all applicable laws, standards and regulations. Ensures that all assigned portfolios are in policy and regulatory compliance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum
Supports CSIO’s (Client Service Investment Officers) for their client presentations preparations, including but not limited to, Morningstar data downloads, analytical work and presentation editing
Develops interpersonal skills to better serve our clients and actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations
Performs all other miscellaneous responsibilities and duties as assigned
Qualification
Required
Bachelor's degree from an accredited institution with a major in business, finance, mathematics, or economics or equivalent work experience
Minimum 4 to 6 years prior experience in portfolio analysis, related position in the financial industry or equivalent work experience
Demonstrated proficiency in the financial services/securities industry as a portfolio analyst or securities analyst
Possesses a competitive performance track record
Requires knowledge of complex analytic systems
Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software
Knowledge of or ability to use Bank software and systems, including portfolio management and securities trading and analysis software
Demonstrated verbal and writing communication skills
Strong inter-personal and presentation skills
Ability to work independently and under pressure of multiple changing priorities and deadlines
Must be a critical thinker with the ability to explain complex ideas clearly and succinctly
Must be able to provide own transportation or to operate a vehicle with a valid driver's license, and able to commute and arrive at intended destination in a timely manner and/or as required
Able to work flexible hours including holidays, weekends and evenings as needed or assigned
Air-travel may be required
Preferred
Advanced degree (MBA) or professional certification (CFA, CFP, etc.)
Company
Bank of Hawaii
Bank of Hawaii Corporation is a bank holding company that provides a wide range of banking services.
1001-5000 employees
H1B Sponsorship
Bank of Hawaii has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
$162M2024-06-18Post Ipo Equity· $162M
1978-01-13IPO
Leadership Team
James C. Polk
Vice Chair and Chief Banking Officer
Matt Emerson
Vice Chair - Chief Retail Banking Officer
Recent News
2025-11-11
MarketScreener
2025-10-27
Company data provided by crunchbase