Wealth & Investment Rsrch Analyst - Lead

Location: Cincinnati, OH; other locations: Columbus, OH and Lakewood, OH. Office workplace type.

Company

hirify.global provides banking, wealth management, investment management, and trust services.

What you will do

• Support Portfolio Managers with research and analysis of buy and sell recommendations for complex equities.
• Monitor existing and potential fund holdings using third-party research and consulting calls.
• Develop investment strategies, analyze market conditions, assess risk, and provide recommendations for investment decisions.
• Prepare financial, investment, portfolio performance, and analytics reports for Huntington Trust leadership.
• Collaborate on complex individual portfolios, client investment discussions, and presentations.
• Oversee new IM&T account opening, trust account administration, and compliance with fiduciary principles.

Requirements

• Experience conducting wealth and investment research and developing investment strategies.
• Ability to perform financial analysis, reporting, portfolio performance analysis, and market trend assessment.
• Ability to collaborate with Portfolio Managers and support investment recommendations.
• Ability to conduct risk assessments and support senior analysts.
• Ability to administer trust accounts and ensure compliance with fiduciary principles.
• Ability to prepare presentations and communicate investment insights to senior leadership and clients.

Culture & Benefits

• Full-time office-based position; specific work arrangements are provided by the hiring team.
• Certain positions outside the branch network may be eligible for a flexible combination of in-office and work-from-home arrangements.
• Position is exempt from overtime eligibility.
• Equal Opportunity Employer with a tobacco-free hiring practice.