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Financial Analyst Portfolio Manager

Portfolio Operations Analyst: Trading & Rebalancing

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Summit Financial Strategies, Inc.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Columbus, Ohio, seeks an Investment Operations Associate. The role involves portfolio rebalancing, trading, and collaboration with investment teams to ensure client objectives are met. Candidates should have a Bachelor’s degree and at least 2 years of experience in trading or portfolio management. Strong analytical skills, attention to detail, and proficiency with trading platforms are essential.

This position offers a salary based on experience, bonus participation, and benefits including health insurance and 401(k).
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