Strategic Finance & AI Analyst Buckingham CompaniesStrategic Finance & AI AnalystCincinnati, OHThis is a rare seat: you''ll report directly to our CEO and CFO, own enterprise-wide cash forecasting and the annual budget process, and be trusted to build the automated workflows and dashboards that leadership relies on to make decisions across 70+ properties. Buckingham Companies is looking for a Strategic Finance & AI Analyst to help modernize how a $3B+ real estate platform forecasts cash, builds budgets, and understands its own performance - using AI as a core tool, not an afterthought.
Associate Wealth Advisor Waverly AdvisorsAssociate Wealth AdvisorCincinnati, OhioBuilds a strong wealth management acumen with an understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors.
NewFund Operations Analyst FEG Investment AdvisorsFund Operations AnalystCincinnati, OhioInvestor Relations & Stakeholder Coordination: Support communications with investors, investment managers, and other stakeholders by gathering manager documentation, researching routine investment-related inquiries, assisting with client audit requests, and coordinating follow-up across parties. Vendor Management & Fund Administration Support: Work with third-party service providers and vendors involved in the administration of FEG funds, track requests and deliverables, and escalate service or process issues to appropriate team members.
Sr. Finance Analyst Pactiv Evergreen IncSr. Finance AnalystCovington, KYPrograms include company and industry training curricula, support for formal education through the Tuition Reimbursement Program (Non-Union), and a Learning Management System that supports and enhances employee skills at all levels of the organization. Novolex is a leading manufacturer of food, beverage, and specialty packaging that supports multiple industries including foodservice, restaurant delivery and carryout, food processing, grocery and retail, and industrial sectors.
Wealth Planning & Investment Analyst Nicolet National BankWealth Planning & Investment AnalystCincinnati, OHWork closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.
Sr. Finance Analyst NovolexSr. Finance AnalystCovington, KentuckyFull timePrograms include company and industry training curricula, support for formal education through the Tuition Reimbursement Program (Non-Union), and a Learning Management System that supports and enhances employee skills at all levels of the organization. Novolex is a leading manufacturer of food, beverage, and specialty packaging that supports multiple industries including foodservice, restaurant delivery and carryout, food processing, grocery and retail, and industrial sectors.
Senior Wealth Planner Allworth FinancialSenior Wealth PlannerCincinnati, OhioThe Senior Wealth Planner is a critical member of Allworth’s Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for high-net-worth and ultra-high net worth clients and families. This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, and wealth stewardship along with the ability to navigate complex family, business, philanthropic, and liquidity planning needs.
NewFund Operations Analyst Fund Evaluation Group LLCFund Operations AnalystCincinnati, OHInvestor Relations & Stakeholder Coordination: Support communications with investors, investment managers, and other stakeholders by gathering manager documentation, researching routine investment-related inquiries, assisting with client audit requests, and coordinating follow-up across parties. Vendor Management & Fund Administration Support: Work with third-party service providers and vendors involved in the administration of FEG funds, track requests and deliverables, and escalate service or process issues to appropriate team members.
Research Analyst - Real Assets FEG Investment AdvisorsResearch Analyst - Real AssetsCincinnati, OhioLocation: Cincinnati, OH (On-site) Employment Type: Full-time Department: Research About the Role / Position Summary The Research Analyst is responsible for investment manager due diligence, education and support, as well as the analysis of designated markets. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion 2 in client assets under advisement.
Wealth Advisor- Covington, KY Carsen Group Inc.Wealth Advisor- Covington, KYCovington, KY$110,000–$150,000 / yearIf you are passionate about providing nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
Wealth Advisor- Covington, KY Carson Group Holdings LLCWealth Advisor- Covington, KYCovington, KY$110,000–$150,000 / yearFull timeIf you are passionate about providing nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
Wealth Advisor- Covington, KY Carson GroupWealth Advisor- Covington, KYCovington, KentuckyIf you are passionate about providing ï¬nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients ï¬rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.