Investment Associate — Trading & Portfolio Strategy
UBS
UBS Financial Services is seeking an Investment Associate to join the portfolio management team in Cincinnati. In this full-time role, you will execute trades, manage investment models, and ensure client assets align with investment objectives. Strong analytical skills and a passion for trading are essential. The ideal candidate holds a Bachelor’s degree, possesses Series 7 and 66 licenses or is committed to obtaining them, and is proficient in trading software. #J-18808-Ljbffr UBS
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment Associate — Trading & Portfolio Strategy in Cincinnati, OH vacancy
- Fifth Third Bank is looking for a Fixed Income Portfolio Manager in Cincinnati, Ohio. The role involves managing fixed income assets and supporting investment strategies. The ideal candidate should have at least three years of investment experience, a Bachelor's degree...Suggested
- Last Mile Investments (“LMI”) is seeking a Portfolio Strategy Analyst to support firmwide portfolio strategy, fund-level analysis, and investor-facing initiatives. LMI is a vertically integrated real estate investment manager focused on acquiring, operating, and scaling...SuggestedWork at office
- A growing real estate investment firm located in Cincinnati is seeking a Portfolio Strategy Analyst to support portfolio strategy, fund-level analysis, and investor communications. This cross-functional role involves updating financial models, evaluating asset performance...Suggested
$96.5k - $207.5k
GENERAL FUNCTION The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions and business portfolio... ..., Illinois 60606 EEO STATEMENT Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to...SuggestedWork at office$96.5k - $207.5k
...at Fifth Third Bank. General Function The Commercial Senior Portfolio Manager is a key member of the "coverage team," managing transactions... ...0606 Equal Employment Opportunity Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to...SuggestedWork at office- Back Portfolio Manager 1 - Commercial Admin Total Bank #32-9319 Cincinnati, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration...Full timePart timeWork at office
WesBanco Bank Inc.
Cincinnati, OH6 days ago $111.61k - $131.3k
...individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong... ...client account retention to meet Net Portfolio growth objectives of the company. Shared...Temporary workWork experience placementLocal areaU.S. Bank
Cincinnati, OH5 days ago$96.5k - $207.5k
...Senior Portfolio Manager - Tax Credit Lending Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...meetings, providing strategic input on portfolio management strategies and organizational improvements. Lead special projects and...Fifth Third Bancorp
Cincinnati, OH8 days ago- ...Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities:Manages medium/large... ...customer to monitor investment performance and recommend a strategy.Responsible for ongoing customer service and joint sales...Work at officeRemote workWork from homeFlexible hours
Huntington-Bank
Cincinnati, OH12 hours ago - ...execute comprehensive change management strategy and communication plan relative to project... ...; risk- manage and report on risks associated with projects to upper management, risk... ...needed to deliver projects. Marketing Portfolio Manager At Fifth Third, we understand...
Fifth Third Bank, N.A.
Cincinnati, OH4 days ago - ...Vice President, Senior Portfolio Manager - Private Asset-Backed Finance... ...a portfolio of Private ABF investments primarily for W&S insurance... ...capital preservation. The associate will partner with the public... ...and approved business strategy. Manages all transactional...Work experience placementWork at office
Western & Southern Life
Cincinnati, OH4 days ago - ...employee benefits can greatly impact an associate's life. That's why we seek to create a great... ...partners with and supports up to two Portfolio Managers in the day-to-day management of... ...gain increasing exposure in portfolio strategy, decision making, client communication and...Work experience placementLocal area
Peoples Bancorp (OH)
Madeira, OH1 day ago - ...execute comprehensive change management strategy and communication plan relative to project... ...; risk‑ manage and report on risks associated with projects to upper management, risk... ...needed to deliver projects. Marketing Portfolio Manager At Fifth Third, we understand the...
- North American Properties, Inc. is searching for a Portfolio Strategy Analyst in Cincinnati, OH. This role supports firmwide portfolio strategy... ...position offers the opportunity to be involved in a dynamic investment environment. #J-18808-Ljbffr North American Properties, Inc.
$55k - $107.8k
...prepares analysis and develops workout strategy and alternatives for a portfolio. Reviews relevant documents and... ...managing all of the risks associated with their business objectives and... ...Management, Financial Operations, Investment Strategies, Revenue Recognition...Full timeTemporary workPart timeWork experience placementWork at officePNC
Cincinnati, OH4 days ago- The Senior Equity Client Portfolio Manager (CPM) works collaboratively with the fundamental... ..., interpretation and presentation of investment processes and returns, acting as a... ...understanding of Fort Washington’s equity strategies. Leads communication of FWIA equity strategies...
- ...complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio...Temporary workWork experience placement
Atlantic Union Bank
Covington, KY4 days ago $98.18k - $115.5k
...U.S. Bank is seeking a Portfolio Manager in Cincinnati, Ohio, to manage corporate banking relationships. Key responsibilities include underwriting credit accounts, managing a portfolio, and expanding customer relationships. The ideal candidate should hold a bachelor's...U.S. Bank
Cincinnati, OH11 hours ago$98.18k - $115.5k
...Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. This role grows revenue as directed by senior management by successfully closing new business relationships and retaining...Temporary workWork experience placementLocal areaU.S. Bank
Cincinnati, OH12 hours ago$98.18k - $115.5k
...stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows...Temporary workWork experience placementLocal areaU.S. Bank
Cincinnati, OH3 days ago$119.77k - $140.9k
...you excel at—All from Day One. Job Description The Technology Portfolio Manager is responsible for a combination of customer... ...health. Tailor communications for portfolio reviews and strategic investment forums, ensuring clarity and actionable insights. Microsoft Tool...Temporary workLocal area3 days per week- ...Assists the team in compiling credit packages for approval Supports Portfolio Managers in managing a portfolio of healthcare clients... ...early warning indicators and helps recommend risk‑mitigation strategies Participates in client calls, site visits, and due‑diligence sessions...Full timeWork at office
$98.18k - $115.5k
Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully...Temporary workWork experience placementLocal area- Back Portfolio Manager - Trust INVM #32-9419 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 1... ...current clients and for developing new business by promoting investment management services. INTERPERSONAL SKILLS: Strong written...Full timePart timeWork at office
WesBanco Bank Inc.
Cincinnati, OH1 day ago $132.5k - $302.4k
...of services, solutions and assets across Strategy & Consulting, Technology, Operations,... ...and process. Large wholesale lenders are investing heavily in modernizing their business, technology... ..., underwriting, closing, servicing, portfolio management) Demonstratable experience...Live inWork at officeLocal area- 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...
- A leading clinical research organization is seeking a full-time Risk Manager in Cincinnati. The role involves monitoring credit exposure, developing analytics for risk evaluation, and supporting account management decisions. The ideal candidate should have a Bachelor's ...Full timeFlexible hours
- Fifth Third in Cincinnati, Ohio is seeking a Senior Portfolio Manager - Team Lead to manage transactions and business portfolio tasks within the Tax Credit Lending team. The role involves overseeing a team, reviewing and recommending credit decisions, and engaging in client...
- Atlantic Union Bank in Covington, Kentucky, is seeking a Credit Portfolio Manager III to lead the underwriting process for complex Wholesale Banking loans. This role involves in-depth financial analysis, management of portfolios, and strong collaboration with internal teams...
- A financial institution in Ohio is seeking a Portfolio Manager to manage a complex portfolio of corporate banking clients. The role requires extensive credit analysis skills and the ability to grow relationships with clients. Ideal candidates will have a Bachelor's degree...Remote work
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 sales Cincinnati, OH
- property investment Cincinnati, OH
- investment Cincinnati, OH
- community investment Cincinnati, OH
- investment writer Cincinnati, OH
- investment strategist Cincinnati, OH
- investment accountant Cincinnati, OH
- investment intern (private equity) Cincinnati, OH
- investment part time Cincinnati, OH