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Investment Analyst
Job
Supplemental Staffing
Toledo, OH (In Person)
Full-Time
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68
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Job Description
Investment & Trading Associate Join a respected wealth management firm as an Investment & Trading Associate . This apprentice-style role offers the opportunity to work alongside experienced investment professionals while gaining hands-on experience in portfolio management, trading operations, investment reporting, and client support. What You'll Do Execute equity and fixed-income trades Obtain competitive bond bids and coordinate with brokers Monitor open orders and ensure trade settlement accuracy Maintain investment and pricing data within portfolio systems Prepare client, board, and investment performance reports Support portfolio officers with client communications Manage advisory and external account trading activities Assist with Bloomberg reporting, portfolio analytics, and market research Support regulatory reporting and audit readiness initiatives Qualifications Bachelor's degree in Finance, Economics, or related field preferred 2-5 years of investment, finance, or trading experience preferred Strong analytical, organizational, and communication skills Advanced Excel skills and proficiency with financial software Knowledge of equity and fixed-income markets Technical Skills Bloomberg Morningstar Zephyr GWES SharePoint Excel PowerPoint Why Join Us? We offer a collaborative and inclusive work environment with competitive benefits, including: Medical, dental, and vision insurance 401(k) retirement plan Flexible spending and health savings accounts Life insurance Paid time off Wellness programs and additional employee benefits Email resume today for immediate consideration #TOL1