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Investment & Trading Associate
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Ohio data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$86,925 / year median in Ohio
-2% projected decline
Job Description
Investment & Trading Associate at Trust Company Family Offices Investment & Trading Associate at Trust Company Family Offices in Rossford, Ohio Posted in about 23 hours ago.
Type:
full-time Reports to: Chief Investment Officer Trust Company Family Offices is seeking an Investment & Trading Associate professional to join our dedicated multi-family office investment team. This is an apprentice-style role working closely with experienced investment professionals across portfolio management, trading, and client servicing functions. This individual will gain hands-on experience in portfolio operations, equity and fixed income trading, investment reporting, and client support while contributing to the precision, responsiveness, and overall effectiveness of the firm's investment platform. Key Responsibilities Trade Execution & Desk Support Execute equity and fixed income trades in support of portfolio strategy and client objectives Obtain competitive bids on bond transactions Coordinate with brokers/internal teams to proactively resolve trade issues and ensure settlement Maintain organized, auditable broker documentation, trade confirmations, and execution records Advisory & External Account Support Partner with portfolio officers on trade execution support and investment communications Manage trades for external and advisory accounts Set up broker structure for non-custodied portfolios Audit standing instructions and broker instruction letters Limit Order & Trade Monitoring Monitor and reconcile open limit orders to support disciplined trade execution and risk oversight Ensure sufficient cash and asset availability for transactions Pricing & Asset Maintenance Maintain asset data (CUSIPs, tickers, ratings, coupons) in portfolio software Review pricing reports and investigate discrepancies to maintain portfolio valuation accuracy Coordinate month-end and structured security pricing activities with broker counterparties Verify callable bond schedules and key dates Soft Dollar Management Track soft dollar balances and payments for purchased services Ensure soft dollar compliance with regulations and assist with annual reporting summaries Bloomberg & Investment Reporting Create and maintain Bloomberg accounts and reporting tools for externally managed portfolios Maintain bond rating reports and QuickSearch uploads Reporting Prepare reports and presentation materials for clients, board, and consultant review meetings Compile market, economic, and investment data to support portfolio review discussions Account Administration & Support Ensure integrity for new account setup, transfers, and cost basis continuity Monitor portfolio liquidity needs and coordinate transactions to support client requirements Provide backup client service and custom reporting support Bank Portfolio Support Execute trades and maintain pledged securities for bank-related accounts Track CD interest and support regulatory report requirements Team Collaboration & Oversight Support strong trading controls, process integrity, and audit readiness in investment activities Collaborate with management, operations, and auditors on investment processes and reporting Technical Skills & Tools Bloomberg, GWES, Point, Morningstar, Zephyr, Excel, PowerPoint Knowledge of equity and fixed income instruments and compliance standards Qualifications Bachelor's degree preferred (finance or economics) 2 to 5 years of professional experience preferred (investments or finance) Advanced Excel skills in data validation, automation, and performance tracking Strong multi-tasking, prioritization, and initiative towards achieving results Effective communication skills with clients, peers, brokers, auditors, and teammates Highly organized, dependable, and committed to delivering exceptional support, accuracy, and professionalism in a collaborative investment environment Salary Range and Benefits Salary commensurate with experience and credentials Health and life Insurance Long-term disability insurance Retirement plan Paid vacation Sick days Holidays Bonus opportunities Stock participation opportunities Trust Company Family Offices knows a diverse and inclusive team is best able to manage and coordinate the affairs of families and their individual members as they navigate real-life challenges that deeply impact family wealth, vision, and legacy. Trust Company Family Offices offers a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, life insurance, paid time off and other unique employer-sponsored programs. For any questions related to this job posting please email careers@tcfona.com.