Entry-Level Remote Portfolio Rebalancing Associate

A growing independent investment firm is seeking a full-time Portfolio Rebalancing Associate in Cincinnati, Ohio. The role involves supporting the Investment Management team with managing client portfolios, including monitoring performance, rebalancing, and utilizing AI tools for efficiency. Qualifications include a Bachelor's degree in finance or related field, willingness to pursue Series 65 and CFA designations, and experience in investment management preferred. Competitive salary and benefits included. #J-18808-Ljbffr