Associate Trader

Summit Consulting; Cincinnati (OH); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is looking for a highly motivated Associate Trader to join their dynamic team in Cincinnati. This role offers a unique opportunity to engage in portfolio management, research, and trading strategy, providing direct exposure to investment decision-making. The ideal candidate will leverage analytical tools and collaborate with finance and accounting professionals while building strong relationships with investment brokers. If you are passionate about financial markets and eager to learn, this is the perfect opportunity to grow your career in a supportive and fast-paced environment.

Benefits

Medical, Dental, and Vision Plans

Paid Time Off (PTO)

Paid Holidays

Commuter Benefits

Employee Stock Purchase Plan

Education Reimbursement

Paid Parental Leave

401(k) Plan with Company Match

Qualifications

• 0-7 years of experience in an investment-related field preferred.
• Bachelor’s degree in Finance, Accounting, or Economics required.
• Pursuing CFA designation is a plus.

Responsibilities

• Assist in managing structured products portfolios.
• Research and analyze various investments closely.
• Produce reports on portfolio performance and trade summaries.

Skills

Analytical Skills

Communication Skills

Quantitative Skills

Financial Product Knowledge

Attention to Detail

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Accounting

Bachelor’s Degree in Economics

Tools

Financial Software

Job description

Job Description

AMMC is seeking a highly motivated Associate Trader to support our senior fixed income and equity trading team in managing AFG’s investment portfolio. This is a dynamic, high-impact role based in our Cincinnati, OH office, with direct exposure to portfolio management, research, and trading strategy. The successful candidate will contribute to investment decision-making, leverage analytical tools, interact with investment brokers, and collaborate with professionals across finance, accounting, actuarial, and tax departments.

Responsibilities / Opportunities

1. Assist senior fixed income traders in managing the structured products portfolios
2. Work closely with senior traders and analysts to research, analyze, and monitor various investments
3. Monitor the investment portfolio and news flow impacting individual securities
4. Leverage technology and financial software to analyze the portfolio and potential investment opportunities
5. Produce periodic reports for management including portfolio performance, holding analysis, trade summaries, and opportunities and risks impacting various industries or securities
6. Interact with various finance, accounting, actuarial, and tax professionals within AFG
7. Build strong professional relationships with investment brokers and other business partners
8. Contribute to the team’s investment thesis and strategic positioning

Qualifications

• Prior work experience (generally, 0 – 7 years) in an investment-related field is preferred but not required
• Bachelor’s degree in Finance, Accounting, Economics or related field
• Strong working knowledge across a variety of financial products
• Quantitative skills with basic knowledge of key fixed income instruments
• Has obtained or is currently pursuing the CFA designation
• Strong technical, written, and communication skills, highly articulate and able to explain complex concepts clearly and succinctly
• Strong desire to learn and a genuine interest in financial markets
• Attention to detail and ability to prioritize multiple tasks in a fast-paced environment
• Ability to work independently and as part of a team

Business Unit: American Money Management

Benefits:

We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.

Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.