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Provides direct and primary operational support for all Fort Washington Investment Advisors departments. Position handles client account maintenance and may also perform operational aspects of the Private Equity Funds of Funds. Position prepares reports for weekly and monthly internal Finance Committee meetings. Interacts regularly with bank and broker personnel regarding client accounts. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
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Provides oversight and leadership of operational and technology aspects of the transaction processes and systems within Fort Washington Investment Advisors (FWIA), including the trading system, and settlement and cash desk functions. Implements infrastructure to support the growth projections and enhanced complexity of new product offerings and asset class investments made by FWIA, including derivatives, international securities and bank loans. This includes recommending appropriate accounting and ensuring compliance with Dodd-Frank and other regulatory requirements. Independently leads process redesign and enhancements, including trade flow modernization, optimization of processes, and software selection and upgrades. Effectively trains new associates within assigned functions to...
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Provides quality administrative support in a timely and efficient manner to the President & CEO of Fort Washington Investment Advisors (FWIA). Makes contacts with all levels of associates, including senior officers, officers, directors and managers. Works with minimal supervision and is responsible to make a minimal range of decisions, escalate to manager when appropriate and update manager on a regular basis.
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Responsible for all performance and reconciliation functions, including the prioritization of projects and ad-hoc requests for Fort Washington Investment Advisors. Oversees the calculation and delivery of portfolio and composite performance on a daily, monthly and quarterly basis from Eagle Pace. Plays integral role in firm wide compliance with GIPS standards. Oversees daily and monthly reconciliation functions for Institutional and PCG business lines.
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The Director, Alternative Credit is responsible for building, implementing, and managing alternative credit investments as a member of Fort Washington Investment Advisors to support Western & Southern profitability and product competitiveness in a risk efficient manner. Primary responsibilities include developing the investment pipeline, underwriting and recommending new investments, managing the existing portfolio, fulfilling reporting needs, and performing special projects to evolve Western & Southern's capabilities in this area.