Investment Associate jobs in Ohio
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INVESTMENT TRADER ASSOCIATE
Conduct daily reviews of client portfolios using the Tamarac trading platform. Follow rules-based methodology to place trades (primarily in ETFs and mutual funds) with precision and tax efficiency. Use independent judgment to dete...
| Company | Truepoint Wealth Counsel |
|---|---|
| Address | Cincinnati, OH |
| Category | Retail |
| Salary | $68.1K - $86.2K a year |
| Date Posted | 2 weeks ago See detail |
Investment Trader Associate
Truepoint Wealth Counsel
Cincinnati, OH
$68.1K - $86.2K a year
Conduct daily reviews of client portfolios using the Tamarac trading platform. Follow rules-based methodology to place trades (primarily in ETFs and mutual funds) with precision and tax efficiency. Use independent judgment to dete...
2 weeks ago seen See more...
Investment Management Analyst/Associate Position
Woodside Health
Independence, OH
$73.4K - $93K a year
Create and maintain financial models to monitor monthly cash flows, distributions, debt covenants, performance thresholds, and returns. Work closely with management to develop asset and portfolio level annual business plans, monit...
3 weeks ago seen See more...
- View all Woodside Health jobs - jobs in Independence, OH
Investment Portfolio Associate- Beachwood, OH
Raymond James Financial, Inc.
Beachwood, OH
$61.3K - $77.6K a year
Collects fundamental research on related companies as requested by Financial Advisors. Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. Ass...
2 months ago seen See more...
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