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Senior Investment Analyst - Asset Allocation

Bank of Hawaii
Oahu, HI
  • Job Code

Senior Investment Analyst - Asset Allocation-1800388

Does this sound like you?

Do you enjoy partnering with business units and providing a wide range of analysis?  Do you thrive in an environment that leverages your abilities as a fast learner, good listener, and problem-solver?  Are you a self-starter, comfortable with interpreting data into useful analytics?  If you love challenges, relish complexity, and have moxie, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  You will work with the business to ensure the highest standards of stewardship and control are maintained, all while driving continuous improvement and innovation. Welcome to your tomorrow!


A day in your life as a Senior Investment Analyst

Under the direction of the Portfolio Management Team Leader, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets. Ensures business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. 


We’ll give you these important 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.
  • Implements portfolio composites, effects necessary changes, reviews the accuracy, and works with portfolio managers and the bank’s investment committees to ensure the proper composites, which are the target portfolios for client accounts, are available to model against in the all appropriate portfolio management systems.  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. 
  • 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.
  • 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.


…if you come to us with these qualifications…


  • Bachelor’s degree from an accredited institution with major in business, finance, mathematics, or economics.
  • Preference for an advanced degree (MBA) or professional certification (CFA, CFP, etc) or equivalent work experience.



  • Minimum 5 to 7 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.


Technical Skills:

  • Demonstrated proficiency and expertise with personal computers 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.


Other Job Qualifications:

  • 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.
  • Able to provide own transportation or to operate a vehicle with a valid driver’s license and commute as required. 
  • Travels by air as required. 
  • Able to work evenings, weekends, and holidays. 



Bank of Hawaii

In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change. At Bank of Hawaii, we think of ourselves as forward thinking pace setters. We are constantly finding creative ways to deliver leading edge financial services to our customers.  Now more than ever, we’re embracing change while using data and analytics to make informed decisions about our future.


It’s our analysts who help us succeed in finding and interpreting information and turning that information into actionable decisions.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.


All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.


Job Function Investments
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting May 22, 2018, 9:46:11 AM
Unposting Date Ongoing
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Senior Investment Analyst - Asset Allocation

Bank of Hawaii
Oahu, HI

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Bank of Hawaii
Oahu, hi

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