Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Relationship Manager plays a crucial role in building and retaining business through identification and fulfillment of client needs offering proactive, personalized client service designed to create an exceptional client experience with Fort Washington Investment Advisors. The position participates in a team approach to serving clients; partnering with other team advisors in addition to collaborating with operations, marketing, compliance and other areas of the organization. The role requires a solid understanding of the investment advisory and financial planning process, and the ability to address and explain these, and other issues, to high net worth individuals and their families. The Relationship Manager serves as a main point of contact for the day to day administration of a client’s wealth management needs, including account administration, money movement and fund transfers. The Relationship manager works closely with other team members to deliver the highest possible level of client service, proactive client contact, and customized advice. Works with minimal supervision and is responsible to independently making a broad range of critical decisions, escalating to more senior officers and executive level management when appropriate.
Function
Investment Management
ID
2021-16618
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Finance & Accounting Analyst position provides business planning and analysis for Fort Washington Investment Advisors (FWIA). Functions include reviewing and approving all quarterly and annual financial statements for FWIA’s investment partnerships, coordinating all aspects of the external audit of each partnership, coordinating all internal and compliance audits, and managing the relationship with the external accountants and auditors. The individual is responsible for the valuation of direct and fund investments according to ASC 820 and reviewing and approving the calculation of management fees and carried interest for each fund. Additional responsibilities include developing and implementing a new fund monitoring and due diligence function, forecasting fund performance and cash flow needs, developing a process to retire or liquidate old legacy funds, and overseeing the public stock ownership report. Works with minimal supervision and is responsible for making an established range of decision, escalating to management when necessary and updating manager on a regular basis.
Function
Finance & Accounting
ID
2021-16550
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
  Summary of Responsibilities: The Credit Analyst (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.  
Function
Investment Management
ID
2021-16468
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides quality administrative support in a timely and efficient manner to the President of Fort Washington Investment Advisors (FWIA). Works with some supervision and is responsible to make a minimal range of decisions, escalate to manager when appropriate and update manager on a regular basis.
Function
Investment Management
ID
2021-16161
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Provide guidance and mentorship while exposing the intern to all areas of the Fort Washington Operations department.  Develop ongoing responsibilities for part-time internship beyond the summer.
Function
Investment Management
ID
2021-15340
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: - Prepares formal responses to Requests for Proposals (RFPs), received from various sources that are seeking investment management services. Responses would include information concerning Touchstone and its investment management strategies. Provides updates to consultants and/or consultant databases as well as up-to-date firm information to the sales team and internal/external inquiries. Information provided would include both quantitative and qualitative information. Acts as a client service representative with institutional investors, including consultants, defined benefit plans, TPAs, defined contribution plan sponsors, foundations, and endowments. Works closely with subadvisors to complete RFPs and RFIs requested by Touchstone’s Distribution Partners. Acts as back-up for data-related responsibilities of Director of Digital and Multimedia. Works with a degree of creativity under minimal supervision and minimal range of decision making. Regularly updates Manager and escalates issues to Manager as appropriate.
Function
Marketing & Public Relations
ID
2021-15275
Subsidiary
Touchstone Investments

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