Investment Portfolio Manager
7 days ago
We are seeking a highly skilled and detail-oriented Investments Trader to join our Client Service Operations Team at ASPIRIANT LLC. As an Investments Trader, you will be responsible for executing trades, communicating with custodians, processing trades, and generating quarterly trading statistic reports.
Key Responsibilities- Trade Execution: Execute trades accurately and efficiently, ensuring timely completion and minimal errors.
- Custodian Communication: Communicate directly with custodians to obtain necessary information and resolve any issues.
- Trade Processing: Process trades, including manual trade requests, and ensure accuracy and completion of each.
- Reporting and Analytics: Generate quarterly trading statistic reports and maintain trading procedures, documents, and reports.
- Advisor and Portfolio Administrator Support: Work closely with wealth managers, advisors, and portfolio administrators to maintain trade requests, execution, and follow-up.
- SEC and Compliance Reporting: Produce and maintain all SEC/Compliance reports and perform network folder maintenance.
- Global Rebalancing and Risk Management: Manage and perform Global Rebalancing, 529 Rebalancing, and Interclass Exchanges, as well as perform high-level trading, options, and risk offer trading.
- Team Collaboration: Work well with colleagues at all levels, demonstrate respect, and consistently contribute to a positive work environment.
- Experience: Minimum of three years of experience working in financial services and/or investment management.
- Education: Bachelor's degree in business, accounting, finance, economics, or related field.
- Skills: Proficiency in Word and Excel, Portfolio Center, SchwabLink, Salesforce, Advent Axys, and other applications; comprehension of databases essential.
- Collaborative Environment: Work in a fun and collaborative environment with a team of professionals.
- Benefits: 401(k) with company match, bonus program, competitive company contribution to medical benefits, flexible work arrangements, and continuing education assistance program.
-
Lead Investment Consultant
2 weeks ago
Cincinnati, Ohio, United States PNC Financial Services Group Full timePosition OverviewAt PNC Financial Services Group, we recognize that our employees are our most valuable asset and a key factor in our competitive edge within the financial sector. We are committed to creating an inclusive work environment where every team member feels appreciated, respected, and empowered to contribute to our collective success.Role...
-
Portfolio Management Specialist
22 hours ago
Cincinnati, Ohio, United States Flexton Inc. Full timeJob Title: Portfolio Operations SpecialistLocation: RemoteDuration: 9 MonthsClient: KrogerKeywords – Portfolio Operations, capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance and contracts management, Accounting.Job Description:Key Responsibilities:Lead and direct activities related...
-
Finance and Investment Professional
1 week ago
Cincinnati, Ohio, United States Messer Construction Full timeFinance and Investment Co-Op OpportunityMesser Construction Co. is a leading construction manager and general contractor that provides leadership for complex commercial building projects. As an employee-owned company, Messer has grown to become one of the nation's top healthcare and higher education builders, with a presence in eleven regional offices across...
-
Financial Investment Analyst
2 weeks ago
Cincinnati, Ohio, United States Bon Secours Mercy Health Full timeAt Bon Secours Mercy Health, we are committed to enhancing the quality, safety, and cost-effectiveness of healthcare services. Our facilities and healthcare professionals are recognized for their excellence in clinical and operational practices.SUMMARYThe Investment Analyst will play a crucial role in supporting the portfolio management, investment research,...
-
Senior Technology Portfolio Manager
4 days ago
Cincinnati, Ohio, United States Matlen Silver Full timeJob Title: Senior Technology Portfolio ManagerDuration: 6+ Months Contract to HireLocation: RemoteRequired Pay Scale: $80 - 90/hr W2Job Summary:This role will be supporting the Personal Finance project portfolio. We are seeking a senior technology portfolio manager with portfolio management experience to lead/coordinate the Personal Finance project...
-
Lead Investment Consultant
2 weeks ago
Cincinnati, Ohio, United States PNC Financial Services Group Full timeLead Investment Consultant - PNC Financial Services Group Position OverviewAt PNC, our workforce is our most significant asset and competitive edge in the financial markets we operate within. We are committed to providing an exceptional experience for our clients. Our team collaborates daily to cultivate an inclusive workplace culture where every employee...
-
Senior Credit Analyst
22 hours ago
Cincinnati, Ohio, United States Fort Washington Investment Advisors, Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Credit Analyst to join our team at Fort Washington Investment Advisors, Inc. As a Senior Credit Analyst, you will be responsible for analyzing and evaluating the creditworthiness of companies and industries, providing recommendations to portfolio managers and traders, and staying up-to-date on industry...
-
Senior Credit Analyst
3 days ago
Cincinnati, Ohio, United States Fort Washington Investment Advisors, Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Credit Analyst to join our team at Fort Washington Investment Advisors, Inc. as a key member of our Credit Research team. The successful candidate will be responsible for analyzing and evaluating credit sectors, providing timely and insightful recommendations to our portfolio managers, and staying...
-
Senior Investment Advisor
4 weeks ago
Cincinnati, Ohio, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Senior Investment Advisor
2 months ago
Cincinnati, Ohio, United States PNC Full timeAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a...
-
Portfolio Director
4 days ago
Cincinnati, Ohio, United States Elevance Health Full timeAbout the RoleElevance Health is seeking a highly skilled Portfolio Director to join our team. As a key member of our organization, you will be responsible for overseeing the execution of our strategic initiatives and ensuring that our projects are delivered on time and within budget.Key ResponsibilitiesProject Oversight: Monitor projects to ensure that...
-
Senior Wealth Management Advisor
2 days 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...
-
Senior Financial Operations Manager
2 weeks ago
Cincinnati, Ohio, United States Staffmark Investment, LLC Full timePosition Overview:Staffmark Investment, LLC is seeking a Senior Financial Operations Manager to lead our financial strategies and ensure the fiscal health of our organization. This pivotal role involves overseeing financial operations and guiding the financial team in effective budgeting and reporting.Compensation:$85,000-$95,000 annuallyShift: Day ShiftKey...
-
Investment Operations Specialist
4 days ago
Cincinnati, Ohio, United States BCForward Full timeJob OverviewWe are seeking a highly motivated Investment Operations Specialist to join our team at BCForward. As a key member of our operations team, you will be responsible for performing a variety of operational duties within the Investment Operations department.Key ResponsibilitiesResearch and resolve operational and/or accounting exceptions, some of...
-
Principal Analyst for Fixed Income Investments
2 weeks ago
Cincinnati, Ohio, United States Western & Southern Life Full timePosition Overview: The Senior Fixed Income Analyst plays a crucial role in collaborating with the Securitized Products Group portfolio managers to optimize the portfolio management process. This is achieved through the creation and upkeep of various databases, financial models, and information systems. Key Responsibilities: Collaborate with middle office...
-
Sales Account Manager
1 month ago
Cincinnati, Ohio, United States Air Products Full timeGrow with us as we embark on building tomorrow together by being the safest, most diverse and most profitable industrial gas company in the world.Reimagine What's Possible We are seeking an experienced Sales Account Manager for our manufacturing facilities in the Midwest region, supporting the Southern Ohio, Northern Kentucky, and Southern Indiana...
-
Senior Investment Advisor
1 week ago
Cincinnati, Ohio, United States Jobot Full timeExciting Career Opportunity for a Senior Financial ConsultantJoin a reputable firm that specializes in comprehensive financial advisory and investment strategies as a Senior Financial Consultant. This role is ideal for professionals with a solid foundation in client engagement and a dedication to guiding clients towards their financial aspirations.What We...
-
Investment Operations Specialist
2 days ago
Cincinnati, Ohio, United States Rose International Full timeJob SummaryRose International is seeking a highly skilled Investment Operations Specialist to join our Global Fund Custody Functional Opening team. As a key member of our team, you will be responsible for providing dedicated support to our custody clients in setting up their accounts on internal systems.Key ResponsibilitiesAccount Setup and Management:...
-
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...
-
Lead Credit Analyst
2 weeks ago
Cincinnati, Ohio, United States Western & Southern Life Full timePosition Overview:The Senior Analyst specializing in Leveraged Credit plays a crucial role in the continuous evaluation of designated sectors within the corporate bond and loan portfolios managed by Western & Southern Life. The focus of this analysis encompasses both industry-wide and company-specific fundamentals, alongside assessments of relative value,...