Summit Financial Strategies, Inc.
Portfolio Operations Analyst: Trading & Rebalancing
Summit Financial Strategies, Inc., Columbus, Ohio, United States, 43224
A wealth management firm in Columbus, Ohio, seeks an Investment Operations Associate. The role involves portfolio rebalancing, trading, and collaboration with investment teams to ensure client objectives are met. Candidates should have a Bachelor’s degree and at least 2 years of experience in trading or portfolio management. Strong analytical skills, attention to detail, and proficiency with trading platforms are essential. This position offers a salary based on experience, bonus participation, and benefits including health insurance and 401(k).
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