Old National Bank · 5 hours ago
Equity Strat Rsrch Alst II
Greater Indianapolis
Full-time
Onsite
Senior Level
$78K/yr - $153K/yr
5+ years expOld National Bank has been serving clients and communities since 1834, and they are seeking an Equity Research Analyst to contribute to their equity strategies within the Registered Investment Advisory division. The role involves conducting in-depth equity research, generating investment ideas, and collaborating with the analyst team to support investment decision-making.
BankingFinancial ServicesWealth Management
Responsibilities
Independent generation of actionable investment ideas
Conduct continual bottom-up fundamental equity research & analysis primarily within the US domestic large-cap equity universe
Compose written, formal investment research reports and recommendations
Communicate investment ideas, recommendations, and processes in a format appropriate for specific audiences, including peer equity analysts, other 1834 Investment Advisors research teams, portfolio managers, wealth advisors, and regulators
Ongoing examination of equity strategies and their current holdings
Monitor daily news flow and regular company financial reports for equities held in current investment strategies. Identify pertinent information contained within company updates which may impact valuation estimates or the investment thesis
Maintain documentation outlining the process, philosophy, portfolio construction, and performance of each individual equity strategy for distribution to clients and client-facing personnel
Construction and development of quantitative models
Build and manipulate dynamic quantitative screens using third party data integrated with excel for multiple investment strategies
Manage 1834 Investment Advisors’ multifactor models through extensive data manipulation; perform statistical analysis and interpret results of quantitative output to aid decision making
Accurately manage equity investment strategies’ constituent and weighting changes and coordinate with the operations team to implement model updates to be seamlessly traded upon
Meritocratic collaboration with analyst team
Ability to give and receive feedback concerning investment ideas, maintaining a high level of intellectual honesty
Qualification
Required
Bachelor's degree in finance, economics, accounting, mathematics, or another related field
5-10 years' experience related to investment analysis; equity analysis experience preferred
Advanced MS Excel skills required
Preferred
equity analysis experience preferred
VBA experience preferred
Bloomberg or FactSet familiarity; excel coding in either application preferred
CFA designation preferred
Benefits
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
1001-5000 employees
H1B Sponsorship
Old National Bank 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 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
James Sandgren
CEO - Commercial Banking
Timothy Burke
President & Chief Operating Officer
Recent News
GlobeNewswire
2026-01-22
GlobeNewswire
2026-01-20
2026-01-19
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