Investment banking Empleos en Columbus oh

We are seeking a Financial Investment Specialist to enhance operational efficiency and support a growing practice with $5.2 billion in assets under management.

This role is integral to ensuring seamless day-to-day financial operations, maintaining compliance, and providing exceptional client service.

The base salary is up to $70,000 plus a bonus, but it may be negotiable based on experience.

Key Responsibilities :

• Trade Execution & Cash Flow Management : Oversee trade activities, monitor transactions, and facilitate seamless money movements while ensuring accuracy and regulatory compliance.
• Client Transaction Support : Provide timely and professional communication as the primary point of contact for trade requests, fund transfers, and transaction confirmations.
• Investment Research & Advisory Assistance : Support financial advisors by conducting market research, analyzing trends, and providing data-driven insights to aid in investment decisions.
• Portfolio Development : Assist in designing customized investment portfolios aligned with client financial objectives while incorporating risk management principles.
• Market Monitoring : Track U.S. and global market indexes, economic events, and key financial trends to provide relevant insights.
• Compliance & Risk Oversight : Ensure all transactions adhere to regulatory and internal risk policies, upholding fiduciary responsibilities.
• Client Communication : Willing to engage in long-term client interactions over the phone, ensuring consistent and high-quality service.
• General Operations & Compliance : Adhere strictly to policies, participate in compliance initiatives, and support operational excellence.
• Additional Duties : Take on other responsibilities as assigned while keeping leadership informed of any significant matters.

Key Competencies :

Preferred Skills & Qualifications :

Growth Potential :

This role offers significant compensation increases with the completion of certifications such as the CFA and CFP. The right candidate will have opportunities for advancement within a high-performing financial practice.