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3 Investment Analyst Jobs in Cincinnati, OH

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Ameriprise Financial
Cincinnati, OH | Full Time
$84k-118k (estimate)
4 Weeks Ago
Western & Southern Financial Group
CINCINNATI, OH | Full Time
$80k-113k (estimate)
3 Months Ago
Great American Insurance Group
Cincinnati, OH | Full Time
$107k-151k (estimate)
2 Days Ago
Investment Analyst
Ameriprise Financial Cincinnati, OH
$84k-118k (estimate)
Full Time 4 Weeks Ago
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Ameriprise Financial is Hiring an Investment Analyst Near Cincinnati, OH

We are seeking a qualified candidate to join our Private Wealth practice as an Investment Analyst with a specialty in investment planning and securities transactions. An Investment Analyst will have the opportunity to gain valuable knowledge about the financial services industry and work with a team of credentialed professionals and high net worth clients. Qualified candidates need to demonstrate not only a working knowledge of investment concepts and investment products, but also have strong interpersonal skills and emotional intelligence. Job Duties: Lead the trading desk for all transactions including, but not limited to, individual equities, mutual funds, ETFs, variable annuities and managed accounts. Provide a high level of personal client concierge support including but not limited to account maintenance and money movement requests. Support client portfolio investment research, development, and analysis. Provide required compliance documentation and monitor accounts for client account investment guidelines violations, updates and changes. Utilize industry standard tools including Thomson, Morningstar, web-based research tools and applications, and other proprietary tools. Requirements: Securities licenses (Series 7, 63 and 65, or 66) Bachelor’s degree or equivalent industry experience Strong communication skills Superior interpersonal skills High attention to detail Strong working knowledge of Microsoft Office tools, especially Excel At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Summary

JOB TYPE

Full Time

SALARY

$84k-118k (estimate)

POST DATE

05/16/2024

EXPIRATION DATE

06/09/2024

WEBSITE

ameriprise.com

HEADQUARTERS

MINNEAPOLIS, MN

SIZE

7,500 - 15,000

FOUNDED

1987

CEO

JAMES M CRACCHIOLO

REVENUE

$10B - $50B

Related Companies
About Ameriprise Financial

Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w...hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7. More
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