Associate - Financial Services
bci brokerage consultantsDayton (OH)
Associate - Financial Services
Posted 4 days ago
bci brokerage consultantsDayton (OH)
SENIORITY
Mid
About the role
Associate-Financial ServicesCincinnati, OH|Full-TimeIn-Office Thisisahands-onopportunityforanintellectuallycuriousprofessionalwithagenuineinterestincapitalmarketsandpersonalfinancewhowantstobuildacareerinacollaborativeenvironmentwhereperformanceandinitiativearerewardedandwhereyou'llbeinvolvedwithallcriticalfunctionsofthebusinessfromportfolioadministration/managementtoinvestmentoperationstofinancialplanning.
Responsibilities:
Generatecriticaloperationsreportsonadaily, weekly, monthly, andquarterlyfrequency Createclientmeetingmaterials Draft/executeprofessionalclient-facingcommunicationviaphone, email, andtext Supportaccuratetradeexecutionfromcompliancepre-checkthroughallocation Assistwithinvestmentresearchprocess Utilizeportfoliomanagementsoftwareand BloombergTerminaltosupportoperations Maintainclientrelationshipmanagement(CRM)database Prepareelectronicauthorizationstoinitiateaccountupdates Initiateclientmoneymovementtransactions Specialprojectsasassigned Qualifications4-yearbachelor'sdegree 1-2yearsofclient-facingorfinancialserviceexperience(internship/co-oporfulltime)preferred Intermediatetoadvanced MicrosoftExcelskills; proficiencywith WordandPowerPoint Stronginterestinpersonalfinanceandthecapitalmarkets Service-orientedmindset; skilledatdata-basedreasoning; curiouswithdesireforbroad-basedreadingandcontinuedlearning; abletoadaptquicklyincontinuallychangingfinancialservicesenvironment Candidateswhoalreadyliveinthe Cincinnatiareaorhaveagenuineregionalconnectionanddesiretorelocatearestronglypreferred Competitivecompensation, comprehensivebenefits, profit-sharing/401(k), paidtimeoff, andahealthywork-lifebalance. Thefirmoffersbroad-basedtraining, ongoingfeedback, individualizedperformanceincentives, andopportunitiesforadvancementasskillsandcapabilitiesdevelop.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.