Summary of Responsibilities: The Investment Operations intern will work closely with the operations team to conduct research, capture data, and uphold processes critical to ongoing firm operations.

Summary of Responsibilities: The Private Equity Investment Intern is a member of the Private Equity investment team whose main responsibilities include supporting the investment team in sourcing, executing and monitoring private equity investments.  The Private Equity Investment Intern supports due diligence on both primary fund commitments, structured secondary transactions and single asset co-investments.  This due diligence process includes on-site meetings and company level due diligence, market/industry research and competitive positioning, CEO, management team and customer referencing, performance benchmarking, bottoms-up financial modeling, and key transaction negotiations and legal considerations.  The Private Equity Investment Intern is responsible for summarizing key due diligence findings and updating the Private Equity team in highly collaborative team diligence and decision-making sessions.   The Private Equity Investment Intern also plays a role in helping to monitor the performance and other key aspects of FWCPG’s existing Private Equity portfolios.  The Private Equity Investment Intern liaises with the Operations team on reporting production for FWCPG, including performance calculations and monitoring of the legacy portfolios. 

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 business users.   

Summary of Responsibilities: Performs enterprise investment accounting, reporting and analysis for Western & Southern Financial Group’s insurance subsidiaries. Provides investment accounting for both internal and external financial reporting, and performs monthly financial statement close and analysis activities. Participates in creating decision analysis tools that enhance the management and growth of the business. Works on special projects as a team leader/member with peers in Fort Washington Investment Advisors and Treasury. 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.

Summary of Responsibilities: The Private Equity Client Service Associate (PE CSA) plays an important role in building and retaining business by supporting the relationship management, client service and event planning functions of Fort Washington’s Private Equity business line. Offers proactive, personalized relationship management and client service for a growing base of PE institutional clients through frequent, direct contact. The PE CSA establishes unique personal relationships with key client contacts, intermediaries and business partners at all levels, as well as internal managing directors, business development officers, and compliance/marketing/operations management. Serves as a client contact, identifying needs and opportunities, addressing client concerns and acting as the client’s advocate in matters affecting the relationship. Plans, organizes and executes all aspects of highly visible Company-sponsored Private Equity events. Requires knowledge of the investment industry and its products, asset allocation and performance measurement, including the ability to effectively articulate these concepts with the client and support the resolution of issues arising in any of these areas. The PE CSA supports and executes on the service activities for key relationships. The PE CSA provides technical guidance and training to the PE Coordinator and Operations. Finally, the PE CSA provides assistance to the Investment Team and Director, Investor Relations, for ad hoc projects as needed.

Summary of Responsibilities: Deliver high-touch wealth management services to new and existing clients.  Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy.Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a personalized fashion.  Deliver repeatable investment processes  in a scalable manner. Manage a variety of portfolios consisting of stocks, bonds, ETF’s and mutual funds in order to meet investment goals.  Develop and implement both a tactical and strategic investment plan to meet the client’s long term objectives.  Invest the portfolio using securities of internal portfolio managers, ETF’s, as well as externally and internally managed mutual funds. Monitor the individual portfolios regularly for proper asset allocation and diversification to insure adherence to client’s objectives and risk tolerance.  Make adjustments as necessary in order to maximize return and preserve capital within the individual investment guidelines.  Work with  Private Client Group team members to build new relationships and assets under management.  Work with Marketing to develop marketing and presentation materials that enhance the Wealth Management product and processes.  Meet with potential clients to present and sell our Wealth Management services.  Meet with existing clients on a regular basis to review investment goals, current needs and performance.  Work with a client’s tax advisors or attorneys to properly effectuate the portfolio. Independently make a broad range of critical decisions, escalating to senior executive-level associates only when appropriate.