4 results for Analyst in Cincinnati, OH

Planning Analyst We are currently seeking a Planning Analyst to join our team. This role is based in Cincinnati, Ohio, United States. As a Planning Analyst, you will play a crucial role in engaging with clients, developing financial plans, and collaborating with team members. This is an exciting opportunity for someone looking to make a substantial impact in the financial industry. Responsibilities:• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other. • Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations. • Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients. • Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients. • Proactive collaboration with team members to maintain a positive, productive team environment.

FCC Senior Analyst We are seeking a FCC Senior Analyst to join our team based in BLUE ASH, Ohio. As a key player in the financial industry, your role will involve overseeing and reviewing data and transactional information, mitigating potential financial crimes, and building strong relationships with clients. Responsibilities: • Oversee and review data and transactional information for potential suspicious or unusual activities • Conduct internal searches on client systems, perform open-source media searches, and carry out negative news checks to establish client profiles • Document and prepare observations in a concise manner within the Anti-Money Laundering disposition template, making recommendations for further review if necessary • Prepare project status reports, including key accomplishments, items for discussion, and next steps • Compare project hours incurred to overall project budget to assess budget vs. actuals findings • Prepare detailed reports summarizing work performed, including findings and result dashboards • Identify areas of interest and complete trainings to expand knowledge in these areas • Support innovation activities by providing internal recommendations related to improving service delivery to clients • Maintain strong client relationships • Assist in scheduling and prioritizing projects for analysts, providing mentorship and feedback on areas of improvement.

Portfolio Manager Job Description:We are seeking a Wealth Management Analyst to join our large advisory team in the Cincinnati market. As a Portfolio Manager, you will play an integral role in managing the team's equity and fixed-income investment portfolios while contributing to the creation of a strategic market outlook. Collaborating extensively with other portfolio management team members and the investment committee, your primary focus will be on delivering high-quality research, analysis, and execution.While this role is not predominantly client-facing, you will occasionally participate in client or prospect meetings to communicate insights and strategies. Key Responsibilities:<ul><li>Portfolio Management: Manage equity and fixed income investment portfolios for the advisory team with a focus on performance and alignment with strategic objectives.</li><li>Research & Analysis: Conduct in-depth research and analysis of both existing and potential portfolio holdings using fundamental methodologies.</li><li>Market Strategy: Provide ongoing updates on market, economic, and portfolio performance to the investment committee and collaborate on the development of strategic investment direction.</li><li>Trade Execution: Execute equity and fixed income trades across all managed accounts in compliance with policies and guidelines.</li><li>Collaboration: Partner with the investment committee and portfolio management team to ensure the seamless implementation of investment strategies.</li><li>Client Interaction: Occasionally support client and prospect meetings by delivering insights into market and portfolio performance.</li></ul>

Data Engineer - Informatica We are seeking a skilled Data Analyst to join our team. The ideal candidate will have a strong background in building and executing SQL code, as well as experience with ETL (Extract, Transform, Load) processes. This role will involve working closely with various departments to gather, analyze, and interpret data to support business decisions and strategies.Key Duties and Responsibilities: · Develop, execute, and optimize SQL queries to extract and analyze data from various databases.· Design, implement, and maintain Informatica ETL processes to ensure data is accurately and efficiently loaded into data warehouses.· Collaborate with stakeholders to understand data requirements and provide actionable insights.· Create and maintain data, reports, dashboards, and visualizations to support business operations.· Ensure data integrity and accuracy by performing regular data quality checks.· Identify trends, patterns, and anomalies in data to support business decision-making.· Document data processes, methodologies, and findings for future reference.· Collaborate closely with cross-functional teams to gather requirements and deliver reporting solutions that meet business needs.· Provide guidance on best practices and ensure compliance with company policies and industry standards.