Bahl & Gaynor · 7 hours ago
Portfolio Analyst
Cincinnati, OH
Full-time
Onsite
Entry Level
2+ years expBahl & Gaynor is a private, independent Registered Investment Advisor based in Cincinnati serving both families and institutions. The Portfolio Analyst position is designed to help you develop the skills necessary to assist advisors in delivering tailored investment management and financial planning solutions to clients.
AdviceFinancial ServicesProfessional Services
Hiring Manager
Jenelle Armstrong
Responsibilities
Support the execution and management of investment strategies
Evaluate equity and fixed income allocation relative to client income, diversification and tax efficiency goals and model potential trades incorporating investment committee directives and advisor preferences
Perform fundamental analysis on individual stocks, ETFs, and mutual funds
Master the tools and functionality of the Genesis trading platform and other internal portfolio management applications
Support the precise generation, interpretation, and delivery of financial data to advisors and clients
Perform quality assurance checks for client presentation materials to align with advisor requests, ensure data accuracy, and minimize errors
Efficiently navigate reporting tools and resources to draft written and illustrative findings that enhance the client’s understanding of financial information upon request
Prioritize requests and set clear expectations to ensure timely, high-quality service
Support the financial planning process
Assisting in gathering client data to begin the financial planning process
Interact with financial planning software to develop scenarios to evaluate client financial health and ability to meet goals
Assist in creating and delivering financial planning recommendations
Support the management and nurturing of client interactions
Participate in client meetings with advisor and assist with meeting preparation as directed
Serve as the primary liaison for clients using the B&G online portal and assist with inquiries
Ensure timely responses to client emails and calls when the advisor is unavailable and escalate complex issues when needed
Review meeting notes with the advisor, input them into the CRM, and set tasks for advisor follow-up
Assist with new account onboarding, document collection, and new business pipeline management
Qualification
Required
Bachelor's degree in finance or a business-related field
At least 2-3 in current finance related field
Expectation to achieve CFP® certification
Basic understanding of financial products and services (e.g., savings accounts, loans, credit cards, stocks, bonds, ETFs, and mutual funds)
Familiarity with stock markets, market indicators (e.g., prices, volume, market capitalization), and the concept of risk and return in trading
Awareness of trading platforms, tools, and financial mathematics (e.g., interest rates, compound interest)
Strong numerical computation and data interpretation skills, including analyzing trends, patterns, and large data sets
Proficiency in applying mathematical reasoning to make informed decisions and solve problems
Proficient in using mathematical tools and software (e.g., Excel, statistical software) for calculations and reporting
Skilled in proofreading, editing, and producing clear, concise, and error-free written materials tailored to the audience
Strong organizational, time management, and decision-making skills to handle multiple tasks in a fast-paced environment
Knowledge of customer service practices and ability to provide friendly, personalized service
Ability to communicate effectively with a wide range of people using tact, courtesy, and good judgment
Competent in drafting professional emails, conducting phone conversations, and building trust and rapport with clients and colleagues
Active listening skills and respect for diverse viewpoints to enhance collaboration and team support
Strong critical thinking and proactive problem-solving skills to identify areas for improvement and propose actionable solutions
Ability to analyze information, deliver relevant details to stakeholders, and seek solutions without direct supervision
Capacity for logical thinking, attention to detail, and resourcefulness when addressing challenges or opportunities
Understanding workplace etiquette, confidentiality, and maintaining professional conduct under pressure
Ability to take ownership of tasks, anticipate challenges, and act preemptively
Intrinsic motivation – drive for constant self-improvement, intellectual curiosity, and resilience in facing risks or setbacks
Willingness to work beyond structural expectations to deliver timely task completion and excellent client service
Ability to prioritize client requests, set expectations, and explain financial products clearly
Capability to balance short-term needs with long-term goals while thinking strategically
Dedication to producing accurate and timely results tailored to client or stakeholder needs
Benefits
Comprehensive benefits
Company
Bahl & Gaynor
Bahl & Gaynor is a premier, independent investment firm focused on dividend growth investing alongside innovative, trusted client service.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tita Rogers, IACCP
Chief Compliance Officer
Recent News
2025-10-31
Seattle TechFlash
2025-04-23
Company data provided by crunchbase