Investment Associate: Trading & Portfolio Strategy

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

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.