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OH - Cincinnati - 5th St, United States of America
Onsite
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
Essential Functions/Responsibilities:
• Builds, manages, and process equity and mutual fund orders for execution across advisor and centrally managed accounts.
• Gather and analyze portfolio data in support of fixed income strategies, preparing regular reports and ad hoc analyses for management.
• Collaborate with portfolio managers, analysts, and IT to identify system improvements and implement data solutions.
• Prepare and document system procedures, workflows, and user guides; ensure compliance with established standards and practices.
• Monitor and reconcile investment data from various sources, investigating discrepancies and recommending solutions.
• Maintain awareness of financial market developments and regulatory changes that may impact system functionality or reporting.
• Participate in testing and implementation of new system features and upgrades.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job:
• Bachelor's degree in Finance, Economics, Mathematics, Information Systems, or a related field.
• Proficiency in Microsoft suite (high emphasis on excel) and other data analysis tools.
• Strong analytical and problem-solving skills; ability to interpret and present data.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple tasks in a deadline-driven environment.
• Attention to detail and commitment to data accuracy.
Preferred Knowledge and Skills:
• Experience in banking or financial services
• Exposure to fixed income securities and portfolio concepts.
• Familiarity with SQL, Python, or other data querying/programming languages.
• CFA designation, or in process of obtaining is encouraged.
• Knowledge of investment compliance and operational procedures.
Level of Complexity and Scope:
• Work involves analyzing and managing data to support fixed Income strategies, requiring an understanding of investment concepts.
• Moderate complexity; decisions and tasks generally follow established procedures and guidelines, though problem-solving is needed for minor issues.
Degree of Independence and Decision-Making:
• Operates with self-direction for routine responsibilities; refers complex or non-routine issues to management.
• Exercises independent judgment on minor issues related to data management and system operations.
Required Supervisory Responsibilities:
• Does not have direct supervisory responsibilities.
• Position primarily involves working in an office environment at a computer/desk.
• Occasional lifting of files or office supplies (up to 20lbs).
• Ability to sit for extended periods and operate a computer and other office equipment.
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Pay Range:
$58,000/year to $78,000/year
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.