Client Associate

About the role

Full-time position based in Cincinnati, Ohio. 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. You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management. Successful applicants will be trained on all necessary software programs and investment processes.

Responsibilities

• 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
• Providing market updates to the investment committee

Requirements

• Series 7 and 66 licenses (or commitment to earning them shortly after hire)

Qualifications

• Bachelor's degree, or equivalent, with a Finance focus (a plus)
• Already obtained Series 7 and Series 66 licenses

Skills

• Strong analytical and organizational skills
• 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
• Passion for investing and the financial markets, exceptional organizational skills, attention to detail, and drive to succeed in a fast-paced trading environment