Investment Analyst

Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Investment Analyst that will play a vital role in supporting our business goals and overall vision . An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values ( G olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).

Summary

The Investment Analyst will be responsible in assisting the Wealth team on a wide variety of projects and analysis with components of strategy, data gathering/inquiry, and reporting. This role works closely with Wealth Leadership, Portfolio Managers, Client Advisors, and Client Support across all markets to ensure a coordinated approach to serving our clients.

Key Roles/Responsibilities

• Point of contact for executing trades throughout the organization
• Owns the process of rebalancing portfolios
• Responsible for analyzing portfolios to ensure suitability
• Creation and dissemination of internal investment communications
• Assists in the creation of client meeting materials and proposals

Responsibility Details

• Manages the daily oversight for Black Diamond.
• Owns and manages internal Investment Committee Meetings, including management of meeting minutes.
• Responsible for analyzing individual investments to ensure suitability.
• May participate in client meetings occasionally.
• Work with Wealth Leadership to foster an atmosphere of continual improvement, encouraging new ideas and implementing best practices.

Qualifications and Skills

• Bachelor’s degree in economics, finance, accounting or related area of study is required.
• One to two years of related experience and/or training is preferred.
• Demonstrates a high level of professionalism with confidential and sensitive information.
• Ability to manage priorities and workflow with minimal guidance.
• Have excellent interpersonal skills, as well as written and verbal communication skills.
• Acute attention to detail.

Oakworth has been recognized by American Banker magazine as one of the “Best Banks to Work For” nine times, earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked #2 nationally in both 2024 and 2025, after holding the #1 ranking six times in prior years. To learn more about our story and what truly sets Oakworth apart, visit https://www.oakworth.com/.

If you are interested in this excellent opportunity, please send your resume to ***email_hidden***.