Wealth Management Analyst, Robert Half

Wealth Management Analyst

Robert Half

Location:

United States, Cincinnati

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

We are seeking a Wealth Management Analyst to join our large advisory team in the Cincinnati market. As a Portfolio Manager, you will play an integral role in managing the team's equity and fixed-income investment portfolios while contributing to the creation of a strategic market outlook. Collaborating extensively with other portfolio management team members and the investment committee, your primary focus will be on delivering high-quality research, analysis, and execution.

Job Responsibility:

Manage equity and fixed income investment portfolios for the advisory team with a focus on performance and alignment with strategic objectives
Conduct in-depth research and analysis of both existing and potential portfolio holdings using fundamental methodologies
Provide ongoing updates on market, economic, and portfolio performance to the investment committee and collaborate on the development of strategic investment direction
Execute equity and fixed income trades across all managed accounts in compliance with policies and guidelines
Partner with the investment committee and portfolio management team to ensure the seamless implementation of investment strategies
Occasionally support client and prospect meetings by delivering insights into market and portfolio performance

Requirements:

Minimum of 5 years of professional experience in investment management, either as a portfolio manager or equity/fixed income analyst
CFA charter holder (or actively pursuing) and/or MBA preferred
Series 7 and 66 licenses are required
Proficiency in Microsoft Office products, particularly Excel, is required
Strong analytical and critical reasoning abilities
In-depth knowledge of fundamental equity and fixed income research methodologies
Exceptional oral and written communication skills, with the ability to effectively collaborate within a team
High attention to detail, with the ability to meet tight deadlines and manage complex situations under pressure

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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