Summary of Responsibilities: The main responsibility of the Sales Support Associate is to support the Business Development team in sourcing new institutional investment business opportunities, and related support, through closing. Directly supports the Managing Director and a team of Business Development Officers who have a primary focus on corporate and public funds, endowments/foundations, insurance companies, fund sponsors and health care organizations, as well as institutional consultants. Performs database management activities, which will include inputting and mining data from a CRM, using third party databases to identify prospects, as well as using those database resources to identify, develop and support new sales campaigns. This will include active outreach to prospects via email and outbound calls. Collaborates with other departments within Fort Washington as well as the Enterprise, including Marketing, Compliance, Operations, Print Production, and at times the Investment Management teams, to coordinate and complete assigned projects. Receives all guests and visitors of Fort Washington Investment Advisors (FWIA). Makes contact with all levels of personnel, including Senior Officers, Directors and Managers. Works with minimal supervision and is responsible for making a minimal range of decisions.

The internship will be a project-oriented experience.  The intern will be assigned various projects during the summer, which could include budgeting, analytical analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters.  The intern will obtain direct exposure to Fort Washington Investment Advisors (FWIA) and Western & Southern Financial Group (W&SFG) senior management, and he/she will be expected to generate and deliver a "final" PowerPoint presentation to senior management at the end of the internship period.  

Summary of Responsibilities: 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 with limited direction the research, analysis and appropriate recommendation for proper accounting treatment of complex new types of portfolio securities and accounting/operational issues. 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.

Summary of Responsibilities: The internship will be a project-oriented experience. The intern will be assigned various projects during the summer, which could include budgeting, analytical analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. The intern will obtain direct exposure to Fort Washington Investment Advisors (FWIA) and Western & Southern Financial Group (W&SFG) senior management, and he/she will be expected to generate and deliver a "final" PowerPoint presentation to senior management at the end of the internship period.

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.

Summary of Responsibilities: The Client Service & Reporting Analyst (CSRA) plays a crucial role in advancing client service and reporting across the Institutional and Private Client Group business lines. Through direct and indirect interfacing with clients and providing exceptional service, the CSRA builds favorable client relationships and plays a crucial role in client retention. In this capacity, the CSRA serves as a primary point of contact and establishes favorable relationships with key client contacts, intermediaries and business partners at all levels, as well as internal portfolio managers, business development officers and compliance/marketing/operations management. This position is responsible for the daily client service requirements for over 100 clients totaling over $8 billion in assets. The CSRA independently resolves client-related issues through timely action, engaging the necessary resources and escalating to management only when appropriate and necessary. Prioritization of simultaneous client issues and activities is critical, as is the coordination of activities and communication between client representatives and Fort Washington Investment Advisors (FWIA) associates/departments. The CSRA position is responsible for the institutional account management processes. Specifically, he or she will take direction from the institutional relationship management team and will liaise with/lead cross-functional teams to ensure technology setups, accounting setups, custodian access, reporting requirements and document signoffs are complete. As time-sensitive, high-profile and high-impact responsibilities, the CSRA must exhibit independent thinking and decision-making to ensure all objectives are met with precision. He or she must independently develop solutions and procedures to mitigate risk, increase efficiency and achieve process/status transparency. The CSRA is also responsible for ensuring the accurate and timely creation and distribution of all client reporting for the Institutional and PCG business units. This includes obtaining a thorough understanding of client requirements, creating, reviewing and distributing statements timely and accurately. This also includes managing the ongoing growth and leverage of the reporting tools within FWIA. The position works with minimal supervision and is expected to make a broad range of decisions, escalating to management as necessary.