Investment Associate — Trading & Portfolio Strategy
UBS Financial Services Inc.
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
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- 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
...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$80.5k - $169.1k
...Bank. GENERAL FUNCTION: Provides credit risk management for portfolio credits having a moderate to complex degree of difficulty. Daily... ...Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have...SuggestedWork at office- Fifth Third Bank in Cincinnati, OH is seeking an experienced IT Portfolio Manager to oversee a broad portfolio of financial activities and deliverables for multiple IT teams. You will analyze capacity, demand, and budgeting, and translate complex data into clear executive...Suggested
- Brixey & Meyer Capital is seeking an FP&A Director to oversee the financial planning and analysis function within its portfolio companies. This role entails working closely with executives to drive business improvements, develop strategic financial models, and monitor performance...
- WesBanco is looking for a full-time Portfolio Manager to work in Fort Thomas, KY. The successful candidate will have significant experience... ...or CFA designation. Strong communication and proficiency in investment management are essential for this role. #J-18808-Ljbffr...Full time
- ...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
- ...support for all Fort Washington Investment Advisors departments.... ...income and equity securities via trading to accounting software.... ...securities. Communicates to Portfolio Managers any issues encountered... ...information to customers and associates on a regular basis....Work at office
$118.17k - $144.43k
## PWM Portfolio ManagerApplylocations: Cincinnati, OHtime type: Full timeposted on: Posted... ...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...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager IIIs. 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
$94k - $151.8k
Job Function Strategy & Corporate Development Job Sub Function Strategic Planning Job Category... ...& Johnson is recruiting for a Senior Portfolio Analyst, R&D to join our MedTech... ...and capacity models that guide executive investment decisions. Competitive intelligence & strategic...Temporary workLocal area- ...Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and...Temporary workWork experience placement
- ...contributes to enterprise‑wide business strategy. The analyst works independently on... ...Corporate Finance, Funding/Liquidity, or Investment Portfolio. Other relevant areas may be... ...Opportunity Fifth Third Bank, National Association is proud to have an engaged and inclusive...Work at office
- Atlantic Union Bank is seeking a Credit Portfolio Manager III in a hybrid role (KY/TN) to underwrite and manage complex Wholesale Banking loans and relationships. You will collaborate with Relationship Managers, CPMs, and the Team Leader to deliver credit solutions and...
- ...Portfolio Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared...Contract workTemporary work
$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...
- 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
- U.S. Bank in Cincinnati, OH, is seeking a PWM Portfolio Manager. The role involves managing individual and trust account assets, focusing... ...should have a Bachelor's degree and at least 10 years of investment experience. A hybrid work schedule is offered along with comprehensive...
$82.1k - $172.5k
...that present complex structures around investment and owner‑occupied construction loans.... ...and identification of construction risks associated with commercial construction loan... ...current and accurate information for all portfolio reporting prepared for Management. Provide...For contractorsBank staff- ...Monfort Heights, OH Summary In this role, you will participate in portfolio construction and ongoing portfolio management. You will also... ...current clients and for developing new business by promoting investment management services. Interpersonal Skills Strong written and...Full timeWork at office
- U.S. Bank is seeking a Portfolio Manager to partner with Relationship Managers in handling a Corporate Banking credit portfolio. You will drive revenue by closing new relationships and expanding existing ones while managing credit risk and responding to credit inquiries...
$93k - $189k
## Corporate Banking Director, Portfolio ManagementApplyremote type: Officelocations: Columbus, OH: Cincinnati, OH: Chicago, IL: Charlotte... ...available.* Assist with training and/or mentoring Analyst, Associate and Associate Director level colleagues.* Provide accurate and...Work at officeRemote workWork from homeFlexible hours- Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality...Immediate startRemote workNight shift
- U.S. Bank in Cincinnati, Ohio seeks a Portfolio Manager responsible for managing a portfolio of Corporate Banking credit relationships. The candidate will underwrite credit exposure, close new business, and maintain existing relationships while identifying customer needs...
- ...oversee day-to-day planning, supervision and scheduling of property management functions for a portfolio of properties and 3rd party assignments to meet owners\' investment goals and deliver exceptional client service. The role requires 5+ years in commercial property...
- WesBanco Bank Inc. in Cincinnati, Ohio, is seeking a Portfolio Manager to oversee portfolio construction and management. The role involves keeping informed of economic trends and preparing presentations for clients. A Bachelor's degree in Business or Finance and significant...
- A leading financial services company is seeking a qualified Wealth and Investment Portfolio Manager III. This role involves managing complex portfolios based on client and corporate objectives, ensuring excellent customer service, and monitoring investment performance....Work at officeFlexible hours
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