Investment Associate: Trading & Portfolio Strategy
UBS
UBS Financial Services is seeking an Investment Associate to join the Cincinnati Market's portfolio management team. The role involves trading equities and fixed income, managing models on the UBS system, and aligning client assets with investment objectives. The ideal candidate has Series 7 and 66 licenses (or plans to obtain them soon) and strong analytical, communication, and teamwork skills in a fast-paced trading environment. #J-18808-Ljbffr UBS
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Investment Associate: Trading & Portfolio Strategy in Cincinnati, OH vacancy
$117.73k - $138.5k
...things, learn new skills and discover what you excel at—all from Day One.Job DescriptionSUMMARYThe Institutional Client Group (ICG) Portfolio Manager partners with Relationship Managers to successfully manage a portfolio of Commercial and Corporate Banking credit...SuggestedFull timeWork experience placementLocal area3 days per weekUS Bank
Cincinnati, OH7 days ago$92.82k - $109.2k
...relationshipsUnderwrites CPS customers and qualifies them for credit lines across a wide range of industries, manages assigned credit portfolios, approves credit for new business relationships and expanding existing relationships manages credit risk and responds to...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours3 days per weekUS Bank
Cincinnati, OH3 days ago$70k - $161k
...Bank Corporate office location.Summary:The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness... ...including accounts receivable, inventory, real estate and investments.Run credit reports and gather/analyze KYC information.Work with...SuggestedFull timeWork at officeRemote workWork from homeFlexible hoursThe Huntington National Bank
Cincinnati, OH4 days ago$70k - $154k
...office. The SeniorCommercial Portfolio Manager - Technology Finance... ...evaluating and mitigating associated business risks and opportunities... ...of corporate banking, investment banking, and commercial banking... ...for large, complex publicly traded companies.Intermediate proficiency...SuggestedFull timeRemote workWork from homeFlexible hoursThe Huntington National Bank
Cincinnati, OH7 days ago$82.1k - $172.5k
...career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager II is responsible for managing a portfolio of... ...of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have...SuggestedFull time- Last Mile Investments is seeking a Portfolio Management Analyst/Associate to develop, execute, and refine firm-wide business plans across a diversified portfolio of retail investments. You will oversee performance measurement, forecasting, valuation, capital planning, and...
- Last Mile Investments in Cincinnati seeks a Portfolio Management professional to develop and refine firm-wide, portfolio and asset-level business plans across a diversified retail investments portfolio. The role serves as the financial backbone of the portfolio, overseeing...
- U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients. You will work with AMG or U.S. Bancorp Investment architecture to deliver tailored portfolios, research and due diligence, and comprehensive wealth solutions aligned...
- ...Portfolio Manager The Portfolio Manager implements MAI's investment strategy for high net worth clients and families. This person may also participate in various committees... ...and the client's goals & objectives. Trades individual securities, ETF's, mutual funds, and...Flexible hours
MAI Capital Management, LLC
Cincinnati, OH3 days ago - ...SUMMARYThe Vice President, Senior Portfolio Manager - Private Asset-... ...a portfolio of Private ABF investments primarily for W&S insurance... ...and capital preservation. The associate will partner with the public... ...and approved business strategy.•Manages all transactional aspects...Work experience placementWork at office
Western & Southern Financial Group
Cincinnati, OH3 days ago - ...approach to providing customized investment management and financial... ...for clients. Discuss strategies with clients to ensure current... ...with clients regarding their portfolio status and progress. Build... ...: The ideal associate will: Have a strong work...Work experience placementWork at officeLocal areaFlexible hours
Bartlett Wealth Management
Cincinnati, OH4 days ago $150k - $225k
...innovation and flexibility of a growing business. As the Cyber Risk portfolio continues to expand, the division remains focused on building... ...candidate will play a critical role in executing growth strategies, developing distribution partnerships, and helping shape the future...Full timePart timeSeasonal workRemote workAmerican Financial Group
Cincinnati, OH5 days ago- ...for organizations across industries. Our strategy is to be the reinvention partner of... ...and process.Large wholesale lenders are investing heavily in modernizing their business, technology... ..., underwriting. closing, servicing, portfolio management) industry experience...Full timeLive inWork at officeLocal area
Accenture
Cincinnati, OH4 days ago - ...tsClient Engagemen t: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracki ngFinancial Strategy Developmen t: Understand clients' financial objectives and risk tolerance to devise...Full timeWork at officeLocal areaFlexible hours
Equitable Advisors
Cincinnati, OH2 days ago $93k - $189k
...Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management... ...available.Assist with training and/or mentoring Analyst, Associate and Associate Director level colleagues.Provide accurate and timely...Full timeWork at officeRemote workWork from homeFlexible hoursThe Huntington National Bank
Cincinnati, OH7 days ago- Last Mile Investments (“LMI”) is seeking a Portfolio Management professional that will be responsible for the development, execution, and ongoing refinement... ...-making across the portfolio. Capital Planning, Debt Strategy and Investor Relations Perform portfolio cash flow...
$93k - $189k
Huntington Bank is seeking a Corporate Banking Director for Portfolio Management in Cincinnati, OH. This senior role involves managing a portfolio of commercial loans, underwriting quality, and collaborating with various internal partners. The ideal candidate will have...- A leading real estate firm in Covington, KY, is searching for a Property Manager to oversee their growing commercial real estate portfolio. The role involves managing multiple properties, ensuring financial and operational efficiency, and fostering relationships with stakeholders...
- ...risk analysis, and monitoring of commercial real estate loans. You will draft credit approval documents, review memos, and support portfolio reviews, with emphasis on accuracy, risk awareness, and adherence to policies. The role requires 2+ years in CRE credit analysis,...Work at office
- ...with lenders and management to identify and address emerging portfolio concerns. Complex or higher-risk credits receive senior review... ...just a place to work—we're a locally-owned community bank deeply invested in the success of our neighbors. Headquartered in Williamson,...Full timeInterim roleLocal areaWeekend workAfternoon shift
First National Bank of Williamson
Fort Wright, KY6 days ago $99k - $252.45k
...Managing project planning, budgeting, execution, and completion to meet client expectations- Implementing continuous improvement strategies for managed services processes and tools- Analyzing system components to identify interactions and optimize performance- Coaching...Full timeH1bPwC
Cincinnati, OH6 days ago- Vaco by Highspring is seeking a Senior IT Project Manager & Portfolio Manager for a long-term, fully onsite role in Cincinnati, OH. You... ...concurrent projects, partnering with leadership to align investments with operational goals. #J-18808-Ljbffr Vaco by Highspring
- ...customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The... ...'s degree in criminal justice, business or a related field Associate’s degree in criminal justice, business or a related field with...Contract workWork at officeLocal areaRemote work
- ...to join the team overseeing our growing commercial real estate portfolio in the Cincinnati/Northern Kentucky market. As a Property... ...Assist in developing and executing short and long-term asset strategy Perform frequent and thorough property inspections to ensure compliance...Temporary workWork at office
$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin... ...the applicable geographic differential associated with the location at which the position... ...organizations, as well as through our own investments, commitments, and actions across areas...Local areaDeloitte
Cincinnati, OH5 days ago$134.5k - $265.1k
...Position Summary Cyber Security & Risk Strategy Manager Our Deloitte Cyber team understands... ...the applicable geographic differential associated with the location at which the position... ..., as well as through our own investments, commitments, and actions across areas...Local areaVisa sponsorshipDeloitte
Cincinnati, OH6 days ago- ...continues to deliver trusted payment experiences around the world. As a key contributor to our risk management strategy, you'll have the opportunity to strengthen portfolio performance, shape credit decisions, support policy development and grow your expertise in a fast-moving...
Global Payments
Cincinnati, OH1 day ago - Allied Universal is seeking a Client Portfolio Manager to lead a designated region, enhance client experiences, and build long-term client relationships. The role emphasizes hiring and developing security officers, Operations Managers, and Field Supervisors, while managing...Contract work
- ...processing and client requirements associated with Fort Washington's 3 main... ...Funds each of those funds invest in, and the underlying... ...treatment of complex new types of portfolio securities and accounting/... ...equity securities via Bloomberg trading to PAM accounting software...Temporary workWork at office
Western & Southern Financial Group
Cincinnati, OH5 days ago - ...Cincinnati Asset Management, Inc. (CAM) is an investment management firm founded in 1989... ...in fixed income. We manage investment strategies for individual and institutional clients... ...account information, transactions, and portfolio activity for accuracy and completeness....Full time
Cincinnati Asset Management, Inc.
Cincinnati, OH22 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Associate: Trading & Portfolio Strategy. Be the first to apply!
Related searches
- investment operations Cincinnati, OH
- investment intern (private equity) Cincinnati, OH
- investment accountant Cincinnati, OH
- investment firm Cincinnati, OH
- investment writer Cincinnati, OH
- investment part time Cincinnati, OH
- infrastructure investment Cincinnati, OH
- investment strategist Cincinnati, OH
- investment internship Cincinnati, OH
- investment sales Cincinnati, OH