Wealth & Investment Rsrch Analyst - Lead

Cincinnationsitesenior

Posted today · via Workday

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About this role

Description Summary: Provides direct support to Portfolio Managers through research and analysis of buy and sell recommendations for a defined group of more complex equities. Monitors existing and potential holdings for funds through research and collection of information through third party services and consulting calls. Works with Portfolio Managers on more complex individual portfolios to ensure compliance and overall portfolio management. Provides reporting and portfolio analytics to Huntington Trust leadership. May assist with client contact as needed. Duties and Responsibilities: Lead wealth and investment research initiatives and develop investment strategies. Conduct financial analysis and reporting. Monitor portfolio performance and analyze market trends/conditions.…

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Recency

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Location fit

This role is based in Cincinnati. We weight your proximity and willingness to relocate.

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