Client Associate

Talentify; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

UBS Financial Services is seeking an Investment Associate to join the Cincinnati Market's portfolio management team. The role involves trading equities and fixed income, managing models on the UBS system, and aligning client assets with investment objectives.

The ideal candidate has Series 7 and 66 licenses (or plans to obtain them soon) and strong analytical, communication, and teamwork skills in a fast-paced trading environment.

Qualifications

• Bachelor's degree in Finance or equivalent.
• Series 7 and Series 66 licenses or commitment to earning them soon after hire.
• Strong analytical and organizational skills.
• Excellent communication and teamwork abilities.
• Proficiency with Microsoft Office and trading software.

Responsibilities

• Execute equity and fixed income trades across accounts.
• Manage investment models on the UBS trading system.
• Collaborate with advisory team to align client assets with objectives.
• Provide market updates to the investment committee.

Skills

Series 7 license

Series 66 license

Trading software

Microsoft Office

Education

Bachelor's degree in Finance

Tools

Trading platform

Job description

Open — UBS has a posting for this job. Posted 23 Aug 2026.

About this job

Job Reference #

338399BR

City

Job Type

Full Time

Key responsibilities

UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an important role in implementing the team’s equity and fixed income strategies as a trader and as a member of the investment committee. Responsibilities include executing equity and fixed income trades across all accounts, managing investment models on the UBS trading system, collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and providing market updates to the investment committee.
The ideal candidate blends a passion for investing and the financial markets with exceptional organizational skills, attention to detail, and the drive to succeed in a fast-paced trading environment.
Successful applicants will be trained on all necessary software programs and investment processes.

The team

You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.

Your skills and experience

• Strong analytical and organizational skills.
• Series 7 and 66 licenses (or commitment to earning them shortly after hire).
• The ability to work under pressure and implement complex trading strategies under deadlines with a high level of attention to detail.
• Excellent communication skills and the ability to collaborate well on a team.
• Good command of Microsoft Office and comfort learning and using trading software.
• Bachelor's degree, or equivalent, with a Finance focus a plus..
• already obtained Series 7 and Series 66 licenses

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.