Investment Operations Associate

Join Western & Southern – Somewhere You Want to Be

Western & Southern is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 137 years, our long-term success has been fueled by a deep commitment to customer service and our community.

Headquartered in Cincinnati, W&S is a Fortune 500® company recognized as one of America’s Best Midsize Employers by Forbes. Our commitment to career growth and employee development earned us a top 100 ranking on the American Opportunity Index (AOI). We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.

Hear what our associates say about their experience at W&S!

Our Culture: Excellence and Collaboration

Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.

A Day in the Life of an Investment Associate

Provides direct and primary operational support for all Fort Washington Investment Advisors departments. Position handles client account maintenance, reconciliation between trading, accounting and custodial systems, and the election and posting of corporate actions. Interacts regularly with bank and broker personnel regarding client accounts. 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.

Duties & Responsibilities:

• Verifies maturities, interest, dividends and pay down transactions are accurate and timely.
• Reconciles client transaction and holding data with custodians daily and/or monthly and resolves any issues or discrepancies that arise in a timely manner.
• Performs set up of all newly acquired securities, including complex securities such as auction rate preferred securities, dollar rolls, mortgage-backed securities and preferred stocks.
• Communicates to Portfolio Managers any issues encountered within their accounts and resolves any problems that arise.
• Processes corporate action transactions for all institutional client accounts and establishes new client accounts.

Qualification Criteria

• Bachelor's Degree in Business Administration or pursuing a degree with commensurate industry experience
• Basic knowledge of fixed income and equity securities with demonstrated ability to articulate each.
• Must demonstrate strong attention to detail with excellent organizational skills. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands.
• Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner.
• Proven strong analytical skills, including demonstrated experience identifying, defining and resolving problems and collecting or interpreting data to establish facts and draw valid conclusions.
• Working knowledge of word processing and spreadsheet applications.

Premier Benefits to Support You

We offer a comprehensive benefits package, including:

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.

Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at

www.westernsouthern.com/careers/home-office-careers.

From Fortune ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of Western & Southern Financial Group.