Wealth Management Co-op Spring 2024 Semester
4 weeks ago
Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.
Summary
The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry.
Please note: This co-op opportunity is limited to University of Cincinnati students only at this time.
Responsibilities
Financial Planning Duties:
- Collaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings.
- Organize and summarize living expense data from clients.
- Assist with eMoney support / connecting accounts.
- Track completion plan rate of each team member and provide analytics to aid results.
- Assist with Required Minimum Distribution (RMD)/ Inherited RMD tracking.
- Prepare client friendly financial reports.
- When appropriate, attend client meetings in a learning capacity.
- Participate on calls with outside mutual fund managers.
- Research and other miscellaneous projects.
Investment Duties:
- Coordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client.
- Produce the corporate bond buy list two to three days per week.
- Update and maintain equity summary holding document.
- Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials.
- Assist Market Charts Committee to prepare investment and economic information for client meetings.
- Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity.
- Summarize and create weekly Investment meeting recap report to all advisor groups.
- Research and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings.
Requirements
- Pursuing a bachelor’s degree in a related field (Finance, Economics, other applicable business degree, etc.).
- Computer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications.
- Ability to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail.
- Ability to maintain focus while juggling multiple tasks and priorities from multiple people. Ability to manage time and meet deadlines.
- Ability to organize responsibilities and determine priorities in a changing work environment.
- Ability to communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment.
- Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus.
-
Safety Co-op
4 days ago
Cincinnati, United States TriVersity Construction Full timeAre you passionate about safety and excited to gain hands-on experience in the construction industry? As a Safety Co-op, you will gain invaluable experience working on our project sites and within our corporate office. This role is designed to help you develop key skills, including effective communication, technical proficiency, problem-solving abilities,...
-
Safety Co-op
5 days ago
Cincinnati, United States Triversity Construction Full timeJob DescriptionJob DescriptionAre you passionate about safety and excited to gain hands-on experience in the construction industry?As a Safety Co-op, you will gain invaluable experience working on our project sites and within our corporate office. This role is designed to help you develop key skills, including effective communication, technical proficiency,...
-
Spring 2024 Wealth Management Internship
2 weeks ago
Cincinnati, Ohio, United States Bartlett Wealth Management Full timePosition OverviewBartlett Wealth Management oversees an impressive portfolio exceeding $8 billion in assets, operating across multiple locations with a dedicated team of 83 professionals. Our approach to wealth management emphasizes collaboration to deliver tailored investment management and financial planning services to our clientele.Role SummaryThe Wealth...
-
Engineering Co-op
4 weeks ago
Cincinnati, United States Teva Pharmaceuticals Full timeThe opportunityThis Co-Op position would be assigned to the Engineering group working with Project Engineers in designing, procuring, implementing, and commissioning/qualifying process equipment and facility utilities in a FDA regulated cGMP pharmaceutical/medical device manufacturing plant. This individual will work with cross functional teams such as R&D,...
-
Design Co-op Spring 2025
3 weeks ago
Cincinnati, Ohio, United States Procter & Gamble Full timeJob LocationCincinnatiJob DescriptionP&G Design is a group of world-class design thinkers and practitioners across multiple design disciplines including graphic, industrial, innovation, digital, fashion and more. Whether it's refreshing a brand identity, crafting a new 3D shape for an iconic brand, or designing a new app, design is at the heart of meeting...
-
COLLEGE CO-OP
3 weeks ago
Cincinnati, United States City of Cincinnati Full timeGeneral Statement of Duties The Metropolitan Sewer District posted a number of College Co-Op Job Postings for the Fall Semester beginning August 2024. Please read through all Job Postings and apply for the position(s) you would like to be evaluated for and/or interviewed for as a Co-Op student. The Project plans are included in the Job...
-
Construction Field Services Intern, Co-op
2 weeks ago
Cincinnati, United States Connico Full timeCompany Overview: Would you enjoy being involved in executing large-scale, complex airport construction projects? Connico was founded in 1990 and is now a leading national construction consultancy known for its extraordinary team and commitment to superior client service. Connico offers highly specialized consulting services unique to the architecture,...
-
Construction Field Services Intern, Co-op
7 days ago
Cincinnati, United States Connico Full timeCompany Overview: Would you enjoy being involved in executing large-scale, complex airport construction projects? Connico was founded in 1990 and is now a leading national construction consultancy known for its extraordinary team and commitment to superior client service. Connico offers highly specialized consulting services unique to the architecture,...
-
Co-op Program
4 weeks ago
Cincinnati, Ohio, United States The Walsh Group Full timeOverviewWalsh is currently seeking one Spring 2025 co-op for our project on the Brent Spence Bridge in Cincinnati, OH .Our co-op program will prepare you for leadership positions both on and off the jobsite. We work with university cooperative education programs to alternate you through 3 – 5 work rotations. Each work rotation has a structured learning...
-
IT Intern/Co-op
2 months ago
Cincinnati, United States Nucor Harris Rebar Full timeNucor is North America's largest recycler and most diversified steel and steel products company. Since 1969, we've led the industry in developing innovative technologies for recycling scrap into high-quality steels that are all around us, from bridges and buildings to cars and appliances.About Us: DJJ, a division of Nucor Corporation, is seeking applicants...
-
IT Intern/Co-op
2 months ago
Cincinnati, United States Nucor Steel Auburn Full timeJob Details Division: [[division_obj]] Location: [[filter4]] , [[filter3]] , [[filter2]] Other Available Locations: [[mfield1]] About Us: DJJ, a division of Nucor Corporation, is seeking applicants for our IT Intern/Co-op positions. DJJ is a world leader in scrap metal recycling, trading, and transportation. We have relationships with scrap metal businesses...
-
Informatics Internship/Co-Op Spring 2025
3 days ago
Cincinnati, United States Medpace Full timeThe Feasibility & Proposals department is looking for qualified interns to support our Informatics team in our Cincinnati office during the Spring 2025 semester! The informatics team utilizes informatics principles and techniques to architect, mine, analyze, and visualize clinical trial data to inform study design choices for pharmaceutical development. This...
-
Engineering Co-op
4 days ago
Cincinnati, United States Life Technologies (Thermo Fisher Scientific) Full timeWork ScheduleStandard (Mon-Fri)Environmental ConditionsOffice Job Description When you're part of the team at Thermo Fisher Scientific, you'll do important work, like helping customers in finding cures for cancer, protecting the environment or making sure our food is safe. Your work will have real-world impact, and you'll be supported in achieving your...
-
Cincinnati, United States Duke Energy Ohio, Inc Full timeMore than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and...
-
Construction Management/Operations Co-op
2 weeks ago
Cincinnati, United States TriVersity Construction Full timeOur Construction Management/Operations Co-ops have the opportunity to experience a wide variety of responsibilities in a number of different positions on our project sites and in our corporate offices. These positions require the development of high levels of effective oral and written communication skills, technical skills, problem solving skills, and...
-
Senior Wealth Management Advisor
21 hours ago
Cincinnati, Ohio, United States MAI Wealth Management, Inc. Full timeJob DescriptionJob Summary:We are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our team at MAI Wealth Management, Inc. As a key member of our wealth management team, you will be responsible for providing comprehensive wealth management advice and solutions to high-net-worth individuals.Key Responsibilities:Develop and...
-
Construction Management/Operations Co-op
2 weeks ago
Cincinnati, United States Triversity Construction Full timeJob DescriptionJob DescriptionOur Construction Management/Operations Co-ops have the opportunity to experience a wide variety of responsibilities in a number of different positions on our project sites and in our corporate offices. These positions require the development of high levels of effective oral and written communication skills, technical skills,...
-
Construction Management/Operations Co-op
4 days ago
Cincinnati, United States Triversity Construction Full timeJob DescriptionJob DescriptionOur Construction Management/Operations Co-ops have the opportunity to experience a wide variety of responsibilities in a number of different positions on our project sites and in our corporate offices. These positions require the development of high levels of effective verbal and written communication skills, technical skills,...
-
Construction Management/Operations Co-op
2 days ago
Cincinnati, United States TriVersity Construction Full timeOur Construction Management/Operations Co-ops have the opportunity to experience a wide variety of responsibilities in a number of different positions on our project sites and in our corporate offices. These positions require the development of high levels of effective verbal and written communication skills, technical skills, problem solving skills, and...
-
R&D Design
6 days ago
Cincinnati, Ohio, United States J&J Family of Companies Full timeAbout the RoleWe are seeking highly motivated and talented students to join our R&D Design & Development Co-op program at the J&J Family of Companies. As a Co-op, you will have the opportunity to work alongside our experienced engineers and designers to develop innovative medical devices and solutions.ResponsibilitiesContribute to the design and development...