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Develops, documents and maintains specialized processing and client requirements associated with Fort Washington's 3 main business lines - Institutional, Private Client, and Private Equity. Provides technical guidance and leadership for the Account Administrators on daily issues for all FWIA accounts. In conjunction with operations managers, oversees all client account maintenance, including establishment of new accounts, transaction processing, security setup, bank reconciliations, security valuation and various client reports. Position also oversees processing of all capital calls, distributions and valuations for each Fort Washington Capital Partner (FWCP) Fund, the Funds each of those funds invest in, and the underlying investments for the Private Equity business line. Pursues...
Provides direct and primary operational support for all Fort Washington 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.
Position is a liaison role between all business units within Fort Washington Investments and W&S Systems for all hardware and software needs. Performs role of subject matter expert for all FWIA systems from a business unit/operations perspective. Develops process improvements within FWIA business units for all pertinent systems. Documents and communicates all FWIA system requirements to W&S Systems and facilitates their ultimate resolution, including evaluation and installation of new system hardware and software. Position is also responsible for report evaluation, development and implementation. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.
The Counsel - Investments will serve as the primary legal counsel to Fort Washington Investment Advisors ("FWIA") on transactional, securities and regulatory matters relating to the registration and operation of the investment advisor and compliance with Investment Advisors Act of 1940, and associated rules. Duties include providing advice and legal support to FWIA's Private Equity and Private Debt strategies, including fund formation; compliance with Securities Act of 1933, and associated rules; structured finance/CLOs; fundraising and marketing; SEC compliance; and other investment transactions and fund operation activities. Provides general corporate legal services, including mergers/acquisitions support related to the Enterprises' many corporate entities.
The compliance officer, Investments/Risk Management is an experienced sole contributor that assists the chief compliance officer (CCO) in the management of compliance processes in support of Fort Washington Investment Advisors, Inc. Provides compliance oversight, regulatory guidance instituting effective governance and risk management practices. Partners with CCO and senior management in the development and application of strategic vision for the culture of compliance for a SEC registered investment adviser. Responsible for assisting the CCO in maintaining regulatory, risk, and governance oversight by analyzing and establishing internal controls. Owns and leads compliance program activities, including oversight of business requirements and internal controls for...
The Credit Analyst II (Leveraged Credit) is responsible for the ongoing analysis of assigned sectors within the Fort Washington corporate bond and loan portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning and security-specific trade ideas that support the overall client mandate.
Summary of Responsibilities:
Investment IT provides technology expertise to the front, middle and back office operations for Fort Washington Investment Advisors, Eagle Realty Group and Financial operations (Treasury and Investment Accounting). IT (as a shared service) helps evaluate, implement and support business applications thereby helping the business units to execute on their strategies effectively and efficiently and help W&S achieve its financial and business development goals. The Investment IT team has two intern positions available to develop and enhance operational solutions that support our...
The VP, Senior Relationship Manager (VPRM) is responsible for the strategic development, implementation and maintenance of a comprehensive relationship management program for the largest and most complex base of institutional clients and their corresponding consultants. The VPRM plays a crucial role in building and retaining client business through fulfillment of client needs and offering proactive, personalized client service designed to make the client experience with Fort Washington an exceptional one. It requires a unique ability to nurture complex relationships, partnering with each client to understand and fulfill their individual business needs. The VPRM is responsible for opportunistically growing third party business through cross-selling of existing...