Investment Program – Cincinnati, OH

Trainee & Internship Program

Start Date: October–December 2021
Program Duration: 12–18 months
Compensation: $15 per hour
Housing: not provided
Number of Positions Offered:  3 (Performance Analyst, Management, Research)

Host Company Description:

For over 30 years, this Cincinnati-based investment firm has offered their clients quality investment advice with dedicated portfolio management teams that provide insight on a highly complex market. Their teams also research current strategies, trends, and market insights, in order to educate their clients. No matter the client, the host company seeks to provide quality service that benefits and educates their client in the long run in order for them to see long-lasting growth.

Position Description (Performance Analyst):

  • Complete monthly reports that give details on investment performance
  • Identify problem areas and efficiently and effectively resolve them
  • Communicate with investment managers in order to improve efficiency and productivity
  • Upkeep database of investment managers and custodians
  • Work alongside consultant teams on various projects

Position Description (Management):

  • Perform research that will aid the portfolio management team in decision-making
  • Produce reports on portfolio management
  • Attend meetings to give and gain insight on investment advising
  • Work on various projects that will support the portfolio management team
  • Calculate risk, performance, etc. on various portfolio projects to ensure quality advising

Position Description (Research):

  • Conduct asset and risk allocation research
  • Work on projects involving liquidity, risk allocation, performance analysis, etc.
  • Attend research and investment manager meetings
  • Reviewing and editing educational research presentations
  • Produce reports on ongoing research

Applicant Qualifications:

  • To apply for the Internship program, applicants must be full-time university students with an academic focus in business administration/finance studies OR have graduated less than 12 months from the internship begin date.
  • To apply for the Trainee program, applicants must hold business administration/finance degrees and have at least 1 year of professional work experience related to the degree, OR be career professionals of 5 or more years in this field
  • Excellent English skills
  • General understanding of investment industry and common strategies and practices
  • Strong analytical skills
  • Strong Microsoft Excel skills. Proficiency with Bloomberg is a plus
Плата:$15 per hour
Локација на работа:Cincinnati

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