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Investment Analyst

Employer
Opus Capital Management
Location
Cincinnati, Ohio
Salary
Competitive Salary and Bonus Structure with Benefits
Closing date
Dec 14, 2023

Opus Capital is a fast-growing, evidenced-based investment advisory firm driven by our overriding mission to help people. We believe the marriage of comprehensive financial planning + statistically proven investment principles creates the clearest roadmap to long-term success.

Opus employees work in-person in our downtown Cincinnati office, and we provide schedule flexibility, as needed.  This position provides an opportunity for rapid career development; we offer company support for your valued professional growth.  There are no sales quotas, no cold calls, and no expectations to bring assets into the firm.

 

 Duties and Responsibilities

  • Provide support directly to Opus’ Chief Investment Officer and portfolio managers via research, portfolio construction and management for both client accounts and internal modeling.
  • Conduct research and analysis on investment assets including mutual funds, exchange traded funds, separately managed accounts, and alternative investments.
  • Develop and present economic and market-based research, both internally and externally.
  • Opportunity to participate in client meetings, as well as lead presentations for internal meetings.
  • Participate with Opus’ Investment Committee, contributing relevant reporting, analysis, and research.
  • Key contributor in Opus’ trade design, rebalancing, and execution process.
  • Formulate high-quality written and verbal responses to client investment questions.

 

Requirements

  • Bachelor's degree in Finance or related field.
  • Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP®) designation, or desire to obtain.
  • Genuine passion for following markets and investing.
  • Highly motivated, self-starter, with a desire to work in an entrepreneurial culture.
  • Dependable, resourceful, and trustworthy person with an ability and willingness to learn in a team environment.

 

Contact

Send cover letter and resume via email to:

Joe Condren, Principal, COO and CCO

jcondren@opusinc.com

(513) 621-6787

 

Thank you for your interest in Opus Capital; please note that only candidates selected for an interview will be contacted.

 

 

 

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