Client Assets Jobs in Cincinnati, OH

Location: Cincinnati OH (On-site)Department: Client ServiceAbout the Role / Position SummaryThis position is responsible for managing all performance-related data elements across the firms institutional client portfolios. Core responsibilities include ensuring compliance with GIPS performance standa...

Location: Cincinnati OH (On-site)Department: Research Global EquityAbout the Role / Position SummaryThe Research Analyst Global Equity is responsible for investment manager due diligence client education and support as well as the analysis of designated markets. You will also assist in the selecti...

Location: Cincinnati OH (On-site)Department: Client ServiceAbout the Role / Position SummaryInstitutional Portfolio Analyst is responsible for providing ongoing support for advisory relationships. The position requires the ability to work with internal parties such as Advisors Research Operations an...

Location: Cincinnati OH (On-site)Department: Client DevelopmentSemester: 2026 Spring / Summer (20-40 hours / week)About the Role / Position SummaryWe are looking for a Marketing & Sales Intern for spring or summer semesters. You will gain exposure to a wide variety of activities including sales stra...

Location: Cincinnati OH (On-site)Department: Client ServiceSemester: Spring 2026 (40 hours/week)About the Role / Position SummaryThe Institutional Portfolio Analyst Intern will gain valuable experience working directly with Advisor teams as they develop their skills in organizing synthesizing and pr...