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Investment Analyst
Location:
Cincinnati, OH
Description:
We are seeking a qualified candidate to join our Private Wealth practice as an Investment Analyst with a specialty in investment planning and securities transactions. An Investment Analyst will have the opportunity to gain valuable knowledge about the financial services industry and work with a team of credentialed professionals and high net worth clients. Qualified candidates need to demonstrate not only a working knowledge of investment concepts and investment products, but also have strong interpersonal skills and emotional intelligence. Job Duties: Lead the trading desk for all transactions including, but not limited to, individual equities, mutual funds, ETFs, variable annuities and managed accounts.Provide a high level of personal client concierge support including but not limited to account maintenance and money movement requests.Support client portfolio investment research, development, and analysis.Provide required compliance documentation and monitor accounts for client account investment guidelines violations, updates and changes.Utilize industry standard tools including Thomson, Morningstar, web-based research tools and applications, and other proprietary tools. Requirements: Securities licenses (Series 7, 63 and 65, or 66)Bachelor's degree or equivalent industry experienceStrong communication skillsSuperior interpersonal skillsHigh attention to detailStrong working knowledge of Microsoft Office tools, especially ExcelAt Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.This position is with an Ameriprise Financial Franchise owner.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time PDN-9c01a1e8-ec63-4c6b-8da9-b49fe74195ad
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More About this Listing: Investment Analyst
Investment Analyst is a Accounting & Finance Investment Analyst Job at Ameriprise Financial located in Cincinnati OH. Find other listings like Investment Analyst by searching Oodle for Accounting & Finance Investment Analyst Jobs.
Investment Analyst is a Accounting & Finance Investment Analyst Job at Ameriprise Financial located in Cincinnati OH. Find other listings like Investment Analyst by searching Oodle for Accounting & Finance Investment Analyst Jobs.