Skip to main content

Type of Role: Investments

Experience Level: Analyst/Associate

Location: Cincinnati, Ohio

Salary: $65K - $85K

When you come to Johnson, we know you are entrusting us with your most valuable assets. As one of the largest independent advisory firms in the country, the Johnson team is fully committed to this responsibility. Our diversified, high-quality investment strategies and wealth management services are designed to set you on a path for long-term success. Through it all, we want you to know: a Johnson advisor is a partner for life.

Summary / objective of position:
To provide equity research support to the Research Department, collecting relevant financial information and assisting product managers and analysts in security selection and portfolio management.
Essential functions of position:
• Provide support to equity research analysts and product managers
• Monitor daily news reports relevant to fund holdings and monitor list stocks
• Maintain spreadsheets of key fundamental data and portfolio characteristics
• Analyze performance attribution, evaluate return/risk characteristics, perform peer comparisons
• Assist research analysts in expanding their coverage list and provide analytical support
• Produce introductory reports that describe companies, basic fundamental and valuation data
• Perform project work collecting third-party information and conducting data analysis
• Help to produce research presentations and publications for internal and external use
• Promote and maintain frequent interaction with product managers and analysts
• Assist in asset allocation research, including asset class reviews and external manager searches
• Work on special projects as directed by the Director of Research or Chief Investment Officer
• Develop skill set and experience necessary to become a research analyst
Preferred education and experience
• Four-year degree in Finance/Economics or related field
• 0-3 years of investment research or related experience
• Demonstrate commitment to achieving CFA designation